Jentner Corp Portfolio Holdings
Jentner Corp
- $248 Million
- Q3 2024
Jentner Corp has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $248 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $65.8M, Vanguard Bd Index Fd Inc Short with a value of $53M, Dimensional ETF Tr Dimensional with a value of $28.7M, Vanguard Small Cap Growth ETF with a value of $27.9M, and Dimensional ETF Tr Dimensional with a value of $20.4M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $231M to 248M.
Below you can find more details about Jentner Corp portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
ETFs: $239 Million
Financial Services: $2.84 Million
Technology: $2.83 Million
Consumer Cyclical: $1.23 Million
Consumer Defensive: $841,000
Utilities: $447,000
Basic Materials: $364,000
Communication Services: $352,000
Other: $547,000