# EDGAR Filing Document

**Accession Number:** 0001782491
**File Stem:** 0001782491-23-000001
**Filing Date:** 2023-2
**Character Count:** 8791
**Document Hash:** 6c223196b0f3f6f0092a32c78376ffa4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001782491-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001782491-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230213

**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:** 23614174

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Jacobsen Capital Management<br>**Address:** 101 SOUTH 200 EAST<br>SUITE 524<br>SALT LAKE CITY, UT 84111

**Form 13F File Number:** 028-19555

**CRD Number (if applicable):** 000116085

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** MIKE BROWN<br>**Title:** COO<br>**Phone:** 801-746-7171

**Signature, Place, and Date of Signing:**

MIKE BROWN  SALT LAKE CITY, UT  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $187602

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 501 | 4806 | SH |  | SOLE |  | 4806 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 6693 | 282744 | SH |  | SOLE |  | 282744 | 0 | 0 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 23163 | 551883 | SH |  | SOLE |  | 551883 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 25144 | 117985 | SH |  | SOLE |  | 117985 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 4935 | 105653 | SH |  | SOLE |  | 105653 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 6857 | 118586 | SH |  | SOLE |  | 118586 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 6969 | 34750 | SH |  | SOLE |  | 34750 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 16308 | 102696 | SH |  | SOLE |  | 102696 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 30187 | 215057 | SH |  | SOLE |  | 215057 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 1789 | 5316 | SH |  | SOLE |  | 5316 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2885 | 32695 | SH |  | SOLE |  | 32695 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 1425 | 18714 | SH |  | SOLE |  | 18714 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2720 | 20934 | SH |  | SOLE |  | 20934 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 1368 | 7318 | SH |  | SOLE |  | 7318 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1981 | 983 | SH |  | SOLE |  | 983 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 824 | 6141 | SH |  | SOLE |  | 6141 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 1870 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| FORTUNE BRANDS HOME  SEC IN | COM | 34964C106 |  | 480 | 8405 | SH |  | SOLE |  | 8405 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1550 | 5809 | SH |  | SOLE |  | 5809 | 0 | 0 |
| MARKEL CORP | COM | 570535104 |  | 1693 | 1285 | SH |  | SOLE |  | 1285 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1425 | 4098 | SH |  | SOLE |  | 4098 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 633 | 15268 | SH |  | SOLE |  | 15268 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 6303 | 134976 | SH |  | SOLE |  | 134976 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2287 | 9537 | SH |  | SOLE |  | 9537 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1065 | 14947 | SH |  | SOLE |  | 14947 | 0 | 0 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 |  | 327 | 14244 | SH |  | SOLE |  | 14244 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1070 | 10605 | SH |  | SOLE |  | 10605 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 1353 | 4041 | SH |  | SOLE |  | 4041 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1060 | 4466 | SH |  | SOLE |  | 4466 | 0 | 0 |
| ICON PLC | SHS | G4705A100 |  | 1076 | 5541 | SH |  | SOLE |  | 5541 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 1093 | 10498 | SH |  | SOLE |  | 10498 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 2141 | 6778 | SH |  | SOLE |  | 6778 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1582 | 18210 | SH |  | SOLE |  | 18210 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1814 | 3294 | SH |  | SOLE |  | 3294 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 1641 | 20611 | SH |  | SOLE |  | 20611 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1721 | 8284 | SH |  | SOLE |  | 8284 | 0 | 0 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 |  | 1160 | 4525 | SH |  | SOLE |  | 4525 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 1430 | 9759 | SH |  | SOLE |  | 9759 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 3137 | 97385 | SH |  | SOLE |  | 97385 | 0 | 0 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 |  | 1467 | 22678 | SH |  | SOLE |  | 22678 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 437 | 9052 | SH |  | SOLE |  | 9052 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 3826 | 94437 | SH |  | SOLE |  | 94437 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 277 | 1196 | SH |  | SOLE |  | 1196 | 0 | 0 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 226 | 4791 | SH |  | SOLE |  | 4791 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 767 | 16981 | SH |  | SOLE |  | 16981 | 0 | 0 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 271 | 4538 | SH |  | SOLE |  | 4538 | 0 | 0 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 339 | 17523 | SH |  | SOLE |  | 17523 | 0 | 0 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 |  | 5784 | 39302 | SH |  | SOLE |  | 39302 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 498 | 10560 | SH |  | SOLE |  | 10560 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 614 | 1577 | SH |  | SOLE |  | 1577 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 287 | 1340 | SH |  | SOLE |  | 1340 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 492 | 2898 | SH |  | SOLE |  | 2898 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 657 | 1718 | SH |  | SOLE |  | 1718 | 0 | 0 |

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