Jentner Corp Portfolio Holdings
Jentner Corp
- $271 Million
- Q2 2025
Jentner Corp has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $70.8M, Vanguard Bd Index Fd Inc Short with a value of $56.9M, Dimensional ETF Tr Dimensional with a value of $40.9M, Vanguard Small Cap Growth ETF with a value of $28.4M, and Dimensional ETF Tr Dimensional with a value of $24.5M.
Examining the 13F form we can see an increase of $29.4M in the current position value, from $242M to 271M.
Below you can find more details about Jentner Corp portfolio as well as his latest detailed transactions.
Portfolio value
$271 Million
ETFs: $261 Million
Financial Services: $3.8 Million
Technology: $3.14 Million
Consumer Cyclical: $1.2 Million
Consumer Defensive: $567,000
Basic Materials: $388,000
Healthcare: $295,000
Communication Services: $280,000
Other: $225,000