Jentner Corp Portfolio Holdings
Jentner Corp
- $231 Million
- Q2 2024
Jentner Corp has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $231 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $65.4M, Vanguard Bd Index Fd Inc Short with a value of $50.6M, Vanguard Small Cap Growth ETF with a value of $26.1M, Dimensional ETF Tr Dimensional with a value of $25.8M, and Dimensional ETF Tr Dimensional with a value of $17.7M.
Examining the 13F form we can see an increase of $8M in the current position value, from $223M to 231M.
Below you can find more details about Jentner Corp portfolio as well as his latest detailed transactions.
Portfolio value
$231 Million
ETFs: $223 Million
Technology: $2.57 Million
Financial Services: $2.45 Million
Consumer Cyclical: $1.02 Million
Consumer Defensive: $771,000
Utilities: $384,000
Communication Services: $322,000
Basic Materials: $303,000
Other: $278,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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