Instuitional Investor - Jacobsen Capital Management
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 953,489 | $48,465,843 | 21.06% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 100,286 | $37,188,042 | 16.16% | |
| 3. | Vanguard Index Fds - VALUE ETF | 182,549 | $31,533,433 | 13.7% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 67,987 | $12,665,278 | 5.5% | |
| 5. | Vanguard Index Fds - SML CP GRW ETF | 36,656 | $9,228,845 | 4.01% |
