Jentner Corp

Q2 2025 13F Holdings

  • Location
    akron, OH
  • Num holdings

    54

  • Value ($000)

    $373,284

  • Date Filed
    07/16/2025
  • Form type
    13F-HR
  • CIK
    0001695908
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$70.83M
19 %

161,563

DFGP

DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS
$59.62M
16 %

1,094,132

BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$56.87M
15 %

722,651

DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$40.95M
11 %

1,317,059

VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$28.37M
8 %

102,457

DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$25.93M
7 %

835,891

DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$24.46M
7 %

831,144

DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$17.38M
5 %

585,548

DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
$12.52M
3 %

466,538

DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$2.93M
1 %

69,363

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 54