0001782491-20-000003.txt : 20201022
0001782491-20-000003.hdr.sgml : 20201022
20201022133143
ACCESSION NUMBER: 0001782491-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201022
DATE AS OF CHANGE: 20201022
EFFECTIVENESS DATE: 20201022
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Jacobsen Capital Management
CENTRAL INDEX KEY: 0001782491
IRS NUMBER: 861008887
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19555
FILM NUMBER: 201253709
BUSINESS ADDRESS:
STREET 1: 101 SOUTH 200 EAST
STREET 2: SUITE 524
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84111
BUSINESS PHONE: 801-746-7171
MAIL ADDRESS:
STREET 1: 101 SOUTH 200 EAST
STREET 2: SUITE 524
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84111
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001782491
XXXXXXXX
09-30-2020
09-30-2020
Jacobsen Capital Management
101 SOUTH 200 EAST
SUITE 524
SALT LAKE CITY
UT
84111
13F HOLDINGS REPORT
028-19555
N
Mike Brown
Managing Director
8017467171
Mike Brown
Salt Lake City
UT
10-22-2020
0
58
143145
false
INFORMATION TABLE
2
q320201.xml
Q3 2020 13F
ISHARES TR
ETF
464288273
1179
20003
SH
SOLE
20003
0
0
VANGUARD TAX MANAGED INTL FD
ETF
921943858
19710
481909
SH
SOLE
481909
0
0
VANGUARD INDEX FDS
ETF
922908736
17158
75386
SH
SOLE
75386
0
0
VANGUARD INDEX FDS
ETF
922908595
5872
27325
SH
SOLE
27325
0
0
VANGUARD INDEX FDS
ETF
922908744
21004
200980
SH
SOLE
200980
0
0
ISHARES TR
ETF
464289867
549
11341
SH
SOLE
11341
0
0
VANGUARD SCOTTSDALE FDS
COM
92206C102
11875
191264
SH
SOLE
191264
0
0
FLEXSHARES TR
COM
33939L407
574
20695
SH
SOLE
20695
0
0
ALPHABET INC
COM
02079K305
2591
1768
SH
SOLE
1768
0
0
APPLE INC
COM
037833100
3226
27860
SH
SOLE
27860
0
0
BECTON DICKINSON & CO
COM
075887109
1138
4893
SH
SOLE
4893
0
0
BOOKING HLDGS INC
COM
09857L108
1922
1124
SH
SOLE
1124
0
0
CONSTELLATION BRANDS INC
COM
21036P108
321
1695
SH
SOLE
1695
0
0
DOLLAR TREE INC
COM
256746108
855
9365
SH
SOLE
9365
0
0
ADOBE INC
COM
00724F101
1225
2499
SH
SOLE
2499
0
0
FACEBOOK INC
COM
30303M102
2942
11235
SH
SOLE
11235
0
0
CITRIX SYS INC
COM
177376100
882
6412
SH
SOLE
6412
0
0
MARKEL CORP
COM
570535104
1028
1056
SH
SOLE
1056
0
0
S&P GLOBAL INC
COM
78409V104
1276
3540
SH
SOLE
3540
0
0
SHERWIN WILLIAMS CO
COM
824348106
1086
1559
SH
SOLE
1559
0
0
HOME DEPOT INC
COM
437076102
1986
7153
SH
SOLE
7153
0
0
FISERV INC
COM
337738108
1755
17040
SH
SOLE
17040
0
0
DISNEY WALT CO
COM
254687106
1813
14618
SH
SOLE
14618
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1708
3870
SH
SOLE
3870
0
0
ULTA BEAUTY INC
COM
90384S303
1218
5440
SH
SOLE
5440
0
0
VISA INC
COM
92826C839
1755
8778
SH
SOLE
8778
0
0
PERKINELMER INC
COM
714046109
1054
8400
SH
SOLE
8400
0
0
ZEBRA TECHNOLOGIES CORP
COM
989207105
1541
6106
SH
SOLE
6106
0
0
SCHWAB STRATEGIC TR
ETF
808524706
6388
238727
SH
SOLE
238727
0
0
SCHWAB STRATEGIC TR
ETF
808524805
696
22178
SH
SOLE
22178
0
0
SCHWAB STRATEGIC TR
ETF
808524862
374
7275
SH
SOLE
7275
0
0
SCHWAB STRATEGIC TR
ETF
808524201
1004
12458
SH
SOLE
12458
0
0
SCHWAB STRATEGIC TR
ETF
808524607
204
2995
SH
SOLE
2995
0
0
VANGUARD SCOTTSDALE FDS
COM
92206C870
205
2149
SH
SOLE
2149
0
0
AMPHENOL CORP NEW
COM
032095101
1090
10070
SH
SOLE
10070
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1181
7152
SH
SOLE
7152
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
1104
8364
SH
SOLE
8364
0
0
MATCH GROUP INC NEW
COM
57667L107
1052
9512
SH
SOLE
9512
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
666
7699
SH
SOLE
7699
0
0
IAA INC
COM
449253103
585
11254
SH
SOLE
11254
0
0
KAR AUCTION SVCS INC
COM
48238T109
610
42373
SH
SOLE
42373
0
0
MASTERCARD INC
COM
57636Q104
1442
4266
SH
SOLE
4266
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
566
9839
SH
SOLE
9839
0
0
STERIS PLC
COM
G8473T100
1355
7696
SH
SOLE
7696
0
0
TJX COS INC NEW
COM
872540109
954
17149
SH
SOLE
17149
0
0
PAYPAL HLDGS INC
COM
70450Y103
499
2534
SH
SOLE
2534
0
0
NEWMONT CORP
COM
651639106
641
10103
SH
SOLE
10103
0
0
GLOBAL X FDS
ETF
37954Y657
1029
41598
SH
SOLE
41598
0
0
ZOETIS INC
COM
98978V103
1019
6162
SH
SOLE
6162
0
0
ISHARES TR
ETF
464288687
318
9057
SH
SOLE
9057
0
0
SCHWAB STRATEGIC TR
ETF
808524300
508
4412
SH
SOLE
4412
0
0
SCHWAB STRATEGIC TR
ETF
808524409
406
7793
SH
SOLE
7793
0
0
ISHARES TR
ETF
464289859
217
3749
SH
SOLE
3749
0
0
FIRST TR EXCHANGE-TRADED FD
ETF
33739E108
1912
99742
SH
SOLE
99742
0
0
VEREIT INC
COM
92339V100
103
15905
SH
SOLE
15905
0
0
VANGUARD INDEX FDS
ETF
922908611
3238
29276
SH
SOLE
29276
0
0
EXTRA SPACE STORAGE INC
COM
30225T102
4251
39738
SH
SOLE
39738
0
0
CHEVRON CORP NEW
COM
166764100
285
3968
SH
SOLE
3968
0
0