Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $234,882,121 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 988,874 | $47,287,948 | 20.13% | |
| 2. | Vanguard Index Fds | 100,207 | $41,128,774 | 17.51% | |
| 3. | Vanguard Index Fds | 181,224 | $30,681,178 | 13.06% | |
| 4. | Vanguard Index Fds | 68,411 | $13,557,671 | 5.77% | |
| 5. | Vanguard Index Fds | 36,913 | $10,337,860 | 4.4% |
