Jentner Corp
Q1 2025 13F Holdings
- Locationakron, OH
- Num holdings
53
- Value ($000)
$334,134
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001695908
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $59.34M | 18 % | 160,015 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $55.32M | 17 % | 706,670 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $54.38M | 16 % | 1,017,736 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $34.32M | 10 % | 1,235,736 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $25.13M | 8 % | 99,820 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $22.34M | 7 % | 730,768 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.05M | 6 % | 747,798 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $14.90M | 5 % | 563,158 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $12.10M | 4 % | 460,762 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.20M | 1 % | 77,733 |
Rows Per Page
10
- 10
- 50
- 100