Instuitional Investor - Jacobsen Capital Management
Fund Profile
Filing Period:
| Fund Name: | Jacobsen Capital Management |
| Portfolio Value | $306,147,942 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,014,776 | $63,393,047 | 20.71% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 101,169 | $49,356,547 | 16.12% | |
| 3. | Vanguard Index Fds - VALUE ETF | 200,547 | $38,302,509 | 12.51% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 66,185 | $14,017,238 | 4.58% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 40,306 | $12,176,876 | 3.98% |
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