Jentner Corp Portfolio Holdings
Jentner Corp
- $256 Million
- Q4 2024
Jentner Corp has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $69M, Vanguard Bd Index Fd Inc Short with a value of $54M, Dimensional ETF Tr Dimensional with a value of $31.1M, Vanguard Small Cap Growth ETF with a value of $28.8M, and Dimensional ETF Tr Dimensional with a value of $22.9M.
Examining the 13F form we can see an increase of $7.33M in the current position value, from $248M to 256M.
Below you can find more details about Jentner Corp portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $247 Million
Financial Services: $2.98 Million
Technology: $2.93 Million
Consumer Cyclical: $1.18 Million
Consumer Defensive: $593,000
Basic Materials: $358,000
Utilities: $309,000
Healthcare: $277,000
Other: $460,000