Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $271,631,378 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 984,060 | $56,101,257 | 20.65% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 102,375 | $44,881,013 | 16.52% | |
| 3. | Vanguard Index Fds - VALUE ETF | 185,795 | $32,837,444 | 12.09% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 71,423 | $13,928,136 | 5.13% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 40,542 | $11,227,812 | 4.13% |
