StockDriftsStockDriftsTop 50 Jacobsen Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 18.93% | 874.7K | $56.1M | -13.80%(-140.06K) | $44.87(+57.41%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 14.13% | 95.8K | $41.8M | -5.30%(-5.36K) | $34.25(+155.49%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 12.55% | 189.5K | $37.2M | -5.52%(-11.07K) | $118.09(+76.45%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.71% | 64.1K | $13.9M | -3.10%(-2.05K) | $148.35(+55.05%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.04% | 39.6K | $12.0M | -1.81%(-730) | $180.12(+90.53%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.71% | 443.9K | $11.0M | -7.94%(-38.28K) | $17.69(+54.38%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.11% | 236.6K | $9.2M | new | $38.53(+8.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.95% | 34.4K | $8.7M | -0.06%(-19) | $110.12(+171.40%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.9% | 49.3K | $8.6M | +0.33%(+164) | $43.70(+416.76%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.16% | 24.4K | $6.4M | +0.89%(+216) | $226.85(+25.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.97% | +48.03% |
| Top 20 Holdings Unweighted | +17.03% | +60.28% |
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