Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $197,803,343 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 868,653 | $41,608,459 | 21.03% | |
| 2. | Vanguard Index Fds | 101,542 | $31,567,448 | 15.95% | |
| 3. | Vanguard Index Fds | 182,690 | $27,312,131 | 13.8% | |
| 4. | Vanguard Index Fds | 106,689 | $19,200,867 | 9.7% | |
| 5. | Vanguard Index Fds | 45,241 | $10,937,969 | 5.52% |
