Jentner Corp Reduced Holdings in Q1 2025

Jentner Corp

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-8.21K
- 4.88%
$369.1 - $427.61 $3.03M - $3.51M
160K $59.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.16K
- 3.07%
$247.97 - $296.33 $783K - $936K
99.8K $25.1M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-9.97K
- 66.67%
$47.33 - $47.92 $472K - $478K
4.98K $237K
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.13K
- 8.62%
$50.44 - $58.1 $208K - $240K
43.8K $2.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-12.7K
- 41.25%
$22.35 - $24.52 $284K - $311K
18.1K $429K
DFIV
Dimensional ETF Tr

ETFs
-11.1K
- 20.45%
$35.33 - $40.77 $393K - $453K
43.2K $1.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.53K
- 18.29%
$58.81 - $68.2 $149K - $172K
11.3K $674K
BNDX
Vanguard Total International B

ETFs
-4.21K
- 17.32%
$48.33 - $49.5 $204K - $208K
20.1K $981K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.07K
- 4.97%
$39.96 - $43.3 $163K - $176K
77.7K $3.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 1.02%
$554.06 - $615.85 $23.3K - $25.9K
4.08K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 3.8%
$24.91 - $29.02 $26.5K - $30.8K
26.9K $673K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-619
- 10.43%
$77.33 - $90.16 $47.9K - $55.8K
5.32K $416K
VBR
Vanguard Small Cap Value ETF

ETFs
-70
- 1.13%
$183.02 - $207.75 $12.8K - $14.5K
6.14K $1.14M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-1.34K
- 10.01%
$67.41 - $69.37 $90.3K - $93K
12.1K $829K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 2.35%
$360.07 - $417.26 $14K - $16.3K
1.62K $584K
APD
Air Products & Chemicals, Inc.

Basic Materials
-99
- 9.83%
$283.24 - $338.07 $28K - $33.5K
908 $267K
VTV
Vanguard Value ETF

ETFs
-49
- 3.11%
$167.73 - $179.21 $8.22K - $8.78K
1.53K $263K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.79K
- 7.08%
$18.36 - $20.51 $32.9K - $36.8K
23.5K $465K
Dimensional ETF Trust
-2.57K
- 0.35%
N/A
731K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-927
- 1.84%
$25.77 - $27.6 $23.9K - $25.6K
49.4K $1.31M
IWD
Ishares Russell 1000 Val ETF

ETFs
-26
- 1.19%
$182.82 - $196.21 $4.75K - $5.1K
2.16K $406K
VEA
Vanguard Ftse Developed Market

ETFs
-776
- 4.99%
$47.4 - $52.99 $36.8K - $41.1K
14.8K $750K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-158
- 0.75%
$25.81 - $28.52 $4.08K - $4.51K
20.9K $576K
VZ
Verizon Communications Inc

Communication Services
-1
- 0.02%
$37.81 - $46.49 $37.8 - $46.5
6.47K $293K
Activity Summary
Buys All Purchases 17 New Holdings 1 Increased Positions 16 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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