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Home > Institutional Investor > Jacobs Equity Llc > Profile

Instuitional Investor - Jacobs Equity Llc

Fund Profile
Filing Period:
Fund Name: Jacobs Equity Llc
Portfolio Value $103,838,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 113,039 $9,451,191 9.1%
2.
Schwab Strategic Trust
 FNDF 242,302 $6,520,347 6.28%
3.
Schwab Strategic Trust
 FNDF 123,361 $4,040,073 3.89%
4.
Vanguard Intl Equity Index Funds
 VWO 44,225 $3,997,940 3.85%
5.
Sector Spdr Trust
 XLB 23,584 $3,395,388 3.27%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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