Jentner Corp
Q2 2025 13F Holdings
- Locationakron, OH
- Num holdings
54
- Value ($000)
$373,284
- Date Filed 07/16/2025
- Form type13F-HR
- CIK 0001695908
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $70.83M | 19 % | 161,563 | ||
D DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $59.62M | 16 % | 1,094,132 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $56.87M | 15 % | 722,651 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $40.95M | 11 % | 1,317,059 | ||
V VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $28.37M | 8 % | 102,457 | ||
D DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $25.93M | 7 % | 835,891 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $24.46M | 7 % | 831,144 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $17.38M | 5 % | 585,548 | ||
D DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $12.52M | 3 % | 466,538 | ||
D DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $2.93M | 1 % | 69,363 |
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