Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $296,123,716 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 874,716 | $56,051,798 | 18.93% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 95,811 | $41,849,117 | 14.13% | |
| 3. | Vanguard Index Fds - VALUE ETF | 189,476 | $37,175,276 | 12.55% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 64,135 | $13,933,311 | 4.71% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 39,576 | $11,961,875 | 4.04% |
Hedge Fund Resource Center 
