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  Name: Jacobsen Capital Management
  City: SALT LAKE CITY
  State: UT
  Zip: 84111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $215,605,000
  Total Value Change : $17,802,000
  Securities Held Change : 9
   
All Securities Held : 92
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 39
  Unchanged Positions : 5
  Decreased Positions : 31

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 10 New $74.55 $3,803,000 50,443 1.76% 3,803,000 50,443 0.031    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 12 New $225.56 $3,200,000 14,001 1.48% 3,200,000 14,001 0.008    Closed - End Fund - E...
   (MU)1 Year Chart         MU Micron Technology Inc 67 New $125.29 $262,000 2,222 0.12% 262,000 2,222 0    Semiconductor - Memor...
   (ORCL)1 Year Chart         ORCL Oracle Corp 73 New $123.50 $237,000 1,887 0.11% 237,000 1,887 0    Application Software
   (LRCX)1 Year Chart         LRCX Lam Research Corp 77 New $912.07 $231,000 238 0.11% 231,000 238 0    Semiconductor Equipme...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 78 New $212.08 $230,000 1,113 0.11% 230,000 1,113 0    Semiconductor Equipme...
   (NEE)1 Year Chart         NEE NextEra Energy 81 New $76.09 $220,000 3,441 0.1% 220,000 3,441 0    Electric Utilities
   (IBM)1 Year Chart         IBM International Business Mach... 82 New $169.03 $219,000 1,145 0.1% 219,000 1,145 0    Diversified Computer ...
   (ETN)1 Year Chart         ETN Eaton Corp 84 New $330.24 $217,000 693 0.1% 217,000 693 0    Diversified Machinery
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 86 New $252.33 $212,000 849 0.1% 212,000 849 0    Business Software & S...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 85 New $44.03 $212,000 3,910 0.1% 212,000 3,910 0    Drug Manufacturers - ...
   (VLO)1 Year Chart         VLO Valero Energy Corp 87 New $166.06 $205,000 1,201 0.1% 205,000 1,201 0    Oil & Gas Refining, P...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 89 New $372.63 $201,000 503 0.09% 201,000 503 0    Medical Appliances & ...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 88 New $195.02 $201,000 1,152 0.09% 201,000 1,152 0    Semiconductor- Broad...
      14 Records Found
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