0001632096-18-000001.txt : 20180207 0001632096-18-000001.hdr.sgml : 20180207 20180207151305 ACCESSION NUMBER: 0001632096-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180207 EFFECTIVENESS DATE: 20180207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACOBSON & SCHMITT ADVISORS, LLC CENTRAL INDEX KEY: 0001632096 IRS NUMBER: 204081798 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16370 FILM NUMBER: 18580867 BUSINESS ADDRESS: STREET 1: 725 HEARTLAND TRAIL STE 201 CITY: MADISON STATE: WI ZIP: 53717 BUSINESS PHONE: 6084697361 MAIL ADDRESS: STREET 1: 725 HEARTLAND TRAIL STE 201 CITY: MADISON STATE: WI ZIP: 53717 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001632096 XXXXXXXX 12-31-2017 12-31-2017 JACOBSON & SCHMITT ADVISORS, LLC
725 HEARTLAND TRAIL STE 201 MADISON WI 53717
13F HOLDINGS REPORT 028-16370 N
Jason Schmitt Managing Partner 6086627500 Jason Schmitt Madison WI 02-07-2018 0 43 148010 false
INFORMATION TABLE 2 13FJacobsonSchmitt12302017.xml 13F JACOBSON & SCHMITT ADVISORS 12 31 2017 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14545 166437 SH SOLE 0 0 166437 NIKE INC CL B 654106103 8235 131661 SH SOLE 0 0 131661 ECOLAB INC COM 278865100 7656 57057 SH SOLE 0 0 57057 FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 7058 100944 SH SOLE 0 0 100944 INTERXION HOLDING N.V SHS N47279109 6165 104624 SH SOLE 0 0 104624 DANAHER CORP DEL COM 235851102 5812 62612 SH SOLE 0 0 62612 LUXOFT HLDG INC ORD SHS CL A G57279104 5775 103674 SH SOLE 0 0 103674 PROSPERITY BANCSHARES INC COM 743606105 5722 81660 SH SOLE 0 0 81660 COSTCO WHSL CORP NEW COM 22160K105 5555 29847 SH SOLE 0 0 29847 MARKEL CORP COM 570535104 5385 4727 SH SOLE 0 0 4727 AMPHENOL CORP NEW CL A 032095101 5328 60687 SH SOLE 0 0 60687 ACUITY BRANDS INC COM 00508Y102 5244 29794 SH SOLE 0 0 29794 HDFC BANK LTD ADR REPS 3 SHS 40415F101 5206 51200 SH SOLE 0 0 51200 AMAZON COM INC COM 023135106 5052 4320 SH SOLE 0 0 4320 INTUIT COM 461202103 4727 29962 SH SOLE 0 0 29962 ANSYS INC COM 03662Q105 4706 31889 SH SOLE 0 0 31889 CHURCH & DWIGHT INC COM 171340102 4681 93298 SH SOLE 0 0 93298 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4615 144136 SH SOLE 0 0 144136 EQUINIX INC COM PAR $0.001 29444U700 4592 10132 SH SOLE 0 0 10132 HENRY JACK & ASSOC INC COM 426281101 4587 39220 SH SOLE 0 0 39220 PEMBINA PIPELINE CORP COM 706327103 4445 122846 SH SOLE 0 0 122846 ASML HOLDING N V N Y REGISTRY SHS N07059210 4386 25231 SH SOLE 0 0 25231 ISHARES TR CORE US AGGBD ET 464287226 3623 33137 SH SOLE 0 0 33137 ENTERPRISE PRODS PARTNERS L COM 293792107 3615 136374 SH SOLE 0 0 136374 ISHARES TR NATIONAL MUN ETF 464288414 2594 23426 SH SOLE 0 0 23426 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 1260 24374 SH SOLE 0 0 24374 APPLE INC COM 037833100 1090 6442 SH SOLE 0 0 6442 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 752 7856 SH SOLE 0 0 7856 ACTIVISION BLIZZARD INC COM 00507V109 740 11690 SH SOLE 0 0 11690 ISHARES TR 0-5YR INVT GR CP 46434V100 575 11444 SH SOLE 0 0 11444 ISHARES TR CORE S&P500 ETF 464287200 455 1692 SH SOLE 0 0 1692 TESLA INC COM 88160R101 442 1420 SH SOLE 0 0 1420 ISHARES TR CORE MSCI TOTAL 46432F834 410 6506 SH SOLE 0 0 6506 BLACKROCK INC COM 09247X101 391 760 SH SOLE 0 0 760 JOHNSON & JOHNSON COM 478160104 343 2458 SH SOLE 0 0 2458 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 338 4275 SH SOLE 0 0 4275 ALLIANT ENERGY CORP COM 018802108 319 7496 SH SOLE 0 0 7496 JPMORGAN CHASE & CO COM 46625H100 318 2975 SH SOLE 0 0 2975 EXXON MOBIL CORP COM 30231G102 299 3577 SH SOLE 0 0 3577 HOME DEPOT INC COM 437076102 260 1373 SH SOLE 0 0 1373 3M CO COM 88579Y101 259 1102 SH SOLE 0 0 1102 DISNEY WALT CO COM DISNEY 254687106 232 2162 SH SOLE 0 0 2162 APPLIED MATLS INC COM 038222105 218 4265 SH SOLE 0 0 4265