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Jacobsen Capital Management - Q42025 Holdings

Jacobsen Capital Management holds 121 stocks with a total portfolio value of $ 306.15M as of Q42025. In Q42025, Jacobsen Capital Management added 6 new positions, increased stakes in 31 stocks, reduced 78 holdings, and fully exited 6 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 20.71% of the total portfolio.

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