0001782491-24-000002.txt : 20240425
0001782491-24-000002.hdr.sgml : 20240425
20240425134138
ACCESSION NUMBER: 0001782491-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240425
DATE AS OF CHANGE: 20240425
EFFECTIVENESS DATE: 20240425
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Jacobsen Capital Management
CENTRAL INDEX KEY: 0001782491
ORGANIZATION NAME:
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: 24874927
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
X0202
13F-HR
LIVE
false
true
true
0001782491
XXXXXXXX
03-31-2024
03-31-2024
Jacobsen Capital Management
101 SOUTH 200 EAST
SUITE 524
SALT LAKE CITY
UT
84111
13F HOLDINGS REPORT
028-19555
000116085
801-63010
N
Layna Morrison
CCO
8017467171
Layna Morrison
Salt Lake City
UT
04-25-2024
0
92
215602179
false
INFORMATION TABLE
2
13fq12024.xml
MCDONALDS CORP
COM
580135101
227816
808
SH
SOLE
808
0
0
MERCK & CO INC
COM
58933Y105
438734
3325
SH
SOLE
3325
0
0
ABBVIE INC
COM
00287Y109
506675
2782
SH
SOLE
2782
0
0
META PLATFORMS INC
CL A
30303M102
1632034
3361
SH
SOLE
3361
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
326507
942
SH
SOLE
942
0
0
NVIDIA CORPORATION
COM
67066G104
3695560
4090
SH
SOLE
4090
0
0
PEPSICO INC
COM
713448108
232763
1330
SH
SOLE
1330
0
0
PROCTER AND GAMBLE CO
COM
742718109
695566
4287
SH
SOLE
4287
0
0
SALESFORCE INC
COM
79466L302
463516
1539
SH
SOLE
1539
0
0
AT&T INC
COM
00206R102
246773
14021
SH
SOLE
14021
0
0
TESLA INC
COM
88160R101
634953
3612
SH
SOLE
3612
0
0
ALPHABET INC
CAP STK CL C
02079K107
763584
5015
SH
SOLE
5015
0
0
CONOCOPHILLIPS
COM
20825C104
255451
2007
SH
SOLE
2007
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
788057
1593
SH
SOLE
1593
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
250069
3235
SH
SOLE
3235
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
49633013
989297
SH
SOLE
989297
0
0
WALMART INC
COM
931142103
481240
7998
SH
SOLE
7998
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
513901
4907
SH
SOLE
4907
0
0
ABBOTT LABS
COM
002824100
284465
2503
SH
SOLE
2503
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
591466
3277
SH
SOLE
3277
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
34878638
101332
SH
SOLE
101332
0
0
AMGEN INC
COM
031162100
218642
769
SH
SOLE
769
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
332581
5727
SH
SOLE
5727
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
9856109
37803
SH
SOLE
37803
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
13703493
71417
SH
SOLE
71417
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
29079151
178553
SH
SOLE
178553
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
511160
1013
SH
SOLE
1013
0
0
ALPHABET INC
CAP STK CL A
02079K305
3025543
20046
SH
SOLE
20046
0
0
AMPHENOL CORP NEW
CL A
032095101
681719
5910
SH
SOLE
5910
0
0
APPLE INC
COM
037833100
5002573
29173
SH
SOLE
29173
0
0
AMAZON COM INC
COM
023135106
2573842
14269
SH
SOLE
14269
0
0
BOOKING HOLDINGS INC
COM
09857L108
682041
188
SH
SOLE
188
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
240096
1172
SH
SOLE
1172
0
0
FISERV INC
COM
337738108
317083
1984
SH
SOLE
1984
0
0
BANK AMERICA CORP
COM
060505104
272569
7188
SH
SOLE
7188
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1132460
2693
SH
SOLE
2693
0
0
COSTCO WHSL CORP NEW
COM
22160K105
429321
586
SH
SOLE
586
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
980958
2037
SH
SOLE
2037
0
0
BROADCOM INC
COM
11135F101
988756
746
SH
SOLE
746
0
0
COCA COLA CO
COM
191216100
292271
4777
SH
SOLE
4777
0
0
MICROSOFT CORP
COM
594918104
5389988
12811
SH
SOLE
12811
0
0
CHEVRON CORP NEW
COM
166764100
293712
1862
SH
SOLE
1862
0
0
ABRDN SILVER ETF TRUST
PHYSCL SILVR SHS
003264108
339150
14244
SH
SOLE
14244
0
0
ELI LILLY & CO
COM
532457108
898544
1155
SH
SOLE
1155
0
0
S&P GLOBAL INC
COM
78409V104
745388
1752
SH
SOLE
1752
0
0
SHERWIN WILLIAMS CO
COM
824348106
675904
1946
SH
SOLE
1946
0
0
CISCO SYS INC
COM
17275R102
242413
4857
SH
SOLE
4857
0
0
INTEL CORP
COM
458140100
321425
7277
SH
SOLE
7277
0
0
HOME DEPOT INC
COM
437076102
952862
2484
SH
SOLE
2484
0
0
COMCAST CORP NEW
CL A
20030N101
315891
7287
SH
SOLE
7287
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
967715
1665
SH
SOLE
1665
0
0
TJX COS INC NEW
COM
872540109
543206
5356
SH
SOLE
5356
0
0
VISA INC
COM CL A
92826C839
1348515
4832
SH
SOLE
4832
0
0
LINDE PLC
SHS
G54950103
351955
758
SH
SOLE
758
0
0
ZOETIS INC
CL A
98978V103
400012
2364
SH
SOLE
2364
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
7827316
200598
SH
SOLE
200598
0
0
EXXON MOBIL CORP
COM
30231G102
423462
3643
SH
SOLE
3643
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3200487
14001
SH
SOLE
14001
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
912937827
2619054
34160
SH
SOLE
34160
0
0
NETFLIX INC
COM
64110L106
368042
606
SH
SOLE
606
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
3803406
50443
SH
SOLE
50443
0
0
JOHNSON & JOHNSON
COM
478160104
515858
3261
SH
SOLE
3261
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
871310
14040
SH
SOLE
14040
0
0
JPMORGAN CHASE & CO
COM
46625H100
816217
4075
SH
SOLE
4075
0
0
VALERO ENERGY CORP
COM
91913Y100
204999
1201
SH
SOLE
1201
0
0
EXTRA SPACE STORAGE INC
COM
30225T102
5757108
39164
SH
SOLE
39164
0
0
NEWMONT CORP
COM
651639106
395528
11036
SH
SOLE
11036
0
0
INTUIT
COM
461202103
381550
587
SH
SOLE
587
0
0
RTX CORPORATION
COM
75513E101
379099
3887
SH
SOLE
3887
0
0
UNION PAC CORP
COM
907818108
276179
1123
SH
SOLE
1123
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
626475
1859
SH
SOLE
1859
0
0
SPDR GOLD TR
GOLD SHS
78463V107
596177
2898
SH
SOLE
2898
0
0
APPLIED MATLS INC
COM
038222105
229534
1113
SH
SOLE
1113
0
0
AUTODESK INC
COM
052759106
204169
784
SH
SOLE
784
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
212029
849
SH
SOLE
849
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
212039
3910
SH
SOLE
3910
0
0
EATON CORP PLC
SHS
G29183103
216687
693
SH
SOLE
693
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
218649
1145
SH
SOLE
1145
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
200742
503
SH
SOLE
503
0
0
LAM RESEARCH CORP
COM
512807108
231234
238
SH
SOLE
238
0
0
MICRON TECHNOLOGY INC
COM
595112103
261952
2222
SH
SOLE
2222
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
231540
852
SH
SOLE
852
0
0
DINSEY WALT CO
COM
254687106
362188
2960
SH
SOLE
2960
0
0
GENERAL ELECTRIC CO
COM
369604137
285763
1628
SH
SOLE
1628
0
0
LOWES COS INC
COM
548661107
235116
923
SH
SOLE
923
0
0
TEXAS INSTRS INC
COM
882508104
200690
1152
SH
SOLE
1152
0
0
ORACLE CORP
COM
68389X105
237026
1887
SH
SOLE
1887
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
311553
7425
SH
SOLE
7425
0
0
WELLS FARGO CO NEW
COM
949746101
285204
4921
SH
SOLE
4921
0
0
WILLIAMS COS INC
COM
969457100
229282
5884
SH
SOLE
5884
0
0
NEXTERA ENERGY INC
COM
65339F101
219914
3441
SH
SOLE
3441
0
0
QUALCOMM INC
COM
747525103
306772
1812
SH
SOLE
1812
0
0