JC

Jentner Corp

13F
Jentner Corp
Last update 2025-05-15 53 Stocks (1 new)
Value $334.00 Mil Turnover 2 %
Countries:
Top Holdings: VUG(17.76%)BSV(16.56%)DFGP(16.27%)DFIC(10.27%)VBK(7.52%)
Summary Stock Picks Current Portfolio
Jentner Corp Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
160,015
59,336.8
-4.88%
17.760
-0.98%
0.040
+31.34%
+7.15%
151,304.6
 
BSV
Vanguard Short-Term Bond ETF
706,670
55,318.2
+1.05%
16.560
+0.17%
0.160
+0.94%
+3.12%
38,461.7
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
1,017,736
54,377.6
+5.64%
16.270
+0.87%
3.780
+2.73%
+3.10%
1,609.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
1,235,736
34,316.4
+2.70%
10.270
+0.27%
0.410
+25.45%
+21.45%
9,588.2
 
VBK
Vanguard Small Cap Growth ETF
99,820
25,131.7
-3.07%
7.520
-0.26%
0.150
+23.32%
-0.30%
17,106.0
 
DFLV
Dimensional US Large Cap Value ETF
730,768
22,339.6
-0.35%
6.690
-0.02%
0.660
+15.61%
+5.42%
3,673.0
 
DFSV
Dimensional US Small Cap Value ETF
747,798
21,050.5
+0.49%
6.300
+0.03%
0.470
+22.77%
-0.53%
4,835.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
563,158
14,901.2
+0.66%
4.460
+0.03%
0.310
+25.17%
+14.05%
5,587.9
 
DFGR
Dimensional Global Real Estate ETF
460,762
12,099.6
+7.30%
3.620
+0.25%
0.510
+13.02%
+5.92%
2,519.7
 
DFUV
Dimensional US Marketwide Value ETF
77,733
3,203.4
-4.97%
0.960
-0.05%
0.030
+16.55%
+5.24%
11,683.4
 

Jentner Corp's Historical Top Holdings Breakdowns

Jentner Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.98%
●
369.1 ($404.54) 427.61
$438.71
8.45%
Reduce -4.88%
160,015
-8,205
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-03-31
Add
Add
+0.87%
●
52.15 ($53.16) 53.93
$54.38
2.29%
Add 5.64%
1,017,736
54,337
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.27%
●
25.54 ($27.31) 28.8
$30.86
13.00%
Add 2.7%
1,235,736
32,461
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.26%
●
247.97 ($277.1) 296.33
$278.36
0.45%
Reduce -3.07%
99,820
-3,158
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.25%
●
24.73 ($26.06) 26.89
$26.82
2.92%
Add 7.3%
460,762
31,356
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.24%
●
663000 ($729331) 801950
$716,415.00
-1.77%
New holding
1
1
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Sold Out
Sold Out
-0.24%
●
73.78 ($75.44) 76.59
$76.52
1.43%
Sold Out
0
-10,838
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.17%
●
76.94 ($77.63) 78.28
$78.20
0.73%
Add 1.05%
706,670
7,368
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
2025-03-31
Reduce
Reduce
-0.14%
●
47.33 ($47.63) 47.92
$47.79
0.34%
Reduce -66.67%
4,984
-9,968
DFIV
Dimensional International Value ETF
2025-03-31
Reduce
Reduce
-0.11%
●
35.33 ($38.16) 40.8
$42.71
11.92%
Reduce -20.45%
43,241
-11,119

Jentner Corp Total Holding History ($B)

To

Jentner Corp's Asset Allocation

To

Jentner Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jentner Corp's Hypothetical Growth since 2025-03-31

Jentner Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Jentner Corp's Holdings Heat Map

Size field:

Jentner Corp's Holdings Bubble Chart

Jentner Corp News

  • 1

Discussions on Jentner Corp

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.