Instuitional Investor - Jacobsen Capital Management
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 833,132 | $59,360,664 | 17.36% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 569,155 | $49,026,976 | 14.34% | |
| 3. | Vanguard Index Fds - VALUE ETF | 189,940 | $41,393,695 | 12.11% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 64,231 | $15,607,542 | 4.56% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 39,584 | $14,475,846 | 4.23% |