Jentner Corp
Q4 2024 13F Holdings
- Locationakron, OH
- Num holdings
57
- Value ($000)
$343,334
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001695908
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $69.04M | 20 % | 168,220 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $54.04M | 16 % | 699,302 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $50.90M | 15 % | 963,399 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $31.10M | 9 % | 1,203,275 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $28.84M | 8 % | 102,978 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $22.91M | 7 % | 744,182 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $22.02M | 6 % | 733,334 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $14.65M | 4 % | 559,491 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $10.97M | 3 % | 429,406 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.35M | 1 % | 81,802 |
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