Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $295,068,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 991,379 | $59,403,408 | 20.13% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 101,535 | $48,697,104 | 16.5% | |
| 3. | Vanguard Index Fds - VALUE ETF | 187,059 | $34,884,681 | 11.82% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 68,089 | $14,210,940 | 4.82% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 40,415 | $12,028,349 | 4.08% |
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