Jentner Corp Top Holdings and 13F Report (2025) About Jentner CorpInvestment ActivityJentner Corp has $334.13 million in total holdings as of March 31, 2025.Jentner Corp owns shares of 53 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Jentner Corp has purchased 57 new stocks and bought additional shares in 16 stocks.Jentner Corp sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Growth ETF $59,336,782Vanguard Short-Term Bond ETF $55,318,146DIMENSIONAL ETF TRUST $54,377,634Dimensional International Core Equity 2 ETF $34,316,389Vanguard Small-Cap Growth ETF $25,131,711 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 54,337 shares (about $2.90M)Dimensional International Core Equity 2 ETF 32,461 shares (about $901.44K)Dimensional Global Real Estate ETF 31,356 shares (about $823.41K)Berkshire Hathaway 1 shares (about $798.44K)Vanguard Short-Term Bond ETF 7,368 shares (about $576.77K) Largest Sales this Quarter Vanguard Growth ETF 8,205 shares (about $3.04M)Vanguard Small-Cap Growth ETF 3,158 shares (about $795.09K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 9,968 shares (about $474.48K)Dimensional International Value ETF 11,119 shares (about $437.64K)Dimensional US Real Estate ETF 12,686 shares (about $301.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJentner Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$59,336,782$3,042,579 ▼-4.9%160,01517.8%ETFBSVVanguard Short-Term Bond ETF$55,318,146$576,767 ▲1.1%706,67016.6%ETFDIMENSIONAL ETF TRUST$54,377,634$2,903,226 ▲5.6%1,017,73616.3%GLOBAL CORE PLUSDFICDimensional International Core Equity 2 ETF$34,316,389$901,442 ▲2.7%1,235,73610.3%ETFVBKVanguard Small-Cap Growth ETF$25,131,711$795,091 ▼-3.1%99,8207.5%ETFDFLVDimensional US Large Cap Value ETF$22,339,578$78,443 ▼-0.3%730,7686.7%ETFDFSVDimensional US Small Cap Value ETF$21,050,514$101,790 ▲0.5%747,7986.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,901,161$97,029 ▲0.7%563,1584.5%ETFDFGRDimensional Global Real Estate ETF$12,099,610$823,409 ▲7.3%460,7623.6%ETFDFUVDimensional US Marketwide Value ETF$3,203,394$167,684 ▼-5.0%77,7331.0%ETFIVViShares Core S&P 500 ETF$2,291,990$23,600 ▼-1.0%4,0790.7%ETFDFATDimensional U.S. Targeted Value ETF$2,252,842$212,396 ▼-8.6%43,7530.7%ETFDFSUDimensional US Sustainability Core 1 ETF$1,768,226$98,477 ▲5.9%49,3780.5%ETFDFIVDimensional International Value ETF$1,701,970$437,645 ▼-20.5%43,2410.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,313,557$24,640 ▼-1.8%49,4190.4%ETFQQQInvesco QQQ$1,281,5580.0%2,7330.4%FinanceMCDMcDonald's$1,279,058$7,496 ▲0.6%4,0950.4%Retail/WholesaleAAPLApple$1,211,904$444 ▲0.0%5,4560.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,143,262$13,040 ▼-1.1%6,1370.3%ETFSYBTStock Yards Bancorp$1,137,9150.0%16,4770.3%FinanceBNDXVanguard Total International Bond ETF$981,233$205,581 ▼-17.3%20,0990.3%ETFNWBINorthwest Bancshares$961,6000.0%80,0000.3%FinanceBRK.BBerkshire Hathaway$880,3550.0%1,6530.3%FinanceDFSIDimensional International Sustainability Core 1 ETF$872,1800.0%24,9980.3%ETFBNDWVanguard Total World Bond ETF$829,298$92,205 ▼-10.0%12,0520.2%ETFMSFTMicrosoft$810,9950.0%2,1600.2%Computer and TechnologyBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.2%FinanceVEAVanguard FTSE Developed Markets ETF$750,556$39,444 ▼-5.0%14,7660.2%ETFDFASDimensional U.S. Small Cap ETF$674,382$150,925 ▼-18.3%11,2870.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$673,050$26,618 ▼-3.8%26,8790.2%ETFPGProcter & Gamble$604,957$1,534 ▲0.3%3,5500.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$584,966$14,083 ▼-2.4%1,6200.2%ETFSCHESchwab Emerging Markets Equity ETF$576,075$4,356 ▼-0.8%20,8950.2%ETFDFACDimensional U.S. Core Equity 2 ETF$505,704$283,384 ▲127.5%15,3290.2%ETFDIMENSIONAL ETF TRUST$481,2930.0%7,8540.1%WORLD EQUITY ETFSCHFSchwab International Equity ETF$465,384$35,466 ▼-7.1%23,5280.1%ETFDFARDimensional US Real Estate ETF$429,524$301,546 ▼-41.2%18,0700.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$416,853$48,530 ▼-10.4%5,3170.1%ETFIWDiShares Russell 1000 Value ETF$406,049$4,892 ▼-1.2%2,1580.1%ETFDFNMDimensional National Municipal Bond ETF$386,411$103,940 ▼-21.2%8,1230.1%ETFIJHiShares Core S&P Mid-Cap ETF$344,2650.0%5,9000.1%ETFVOOVanguard S&P 500 ETF$339,1810.0%6600.1%ETFORCLOracle$331,050$699 ▲0.2%2,3680.1%Computer and TechnologyJNJJohnson & Johnson$319,391$995 ▲0.3%1,9260.1%MedicalBHRBBurke & Herbert Financial Services$317,948$2,525 ▲0.8%5,6670.1%FinanceVZVerizon Communications$293,661$45 ▼0.0%6,4740.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$278,7020.0%8,2750.1%ETFCSCOCisco Systems$271,277$1,358 ▲0.5%4,3960.1%Computer and TechnologyAPDAir Products and Chemicals$267,853$29,204 ▼-9.8%9080.1%Basic MaterialsVTVVanguard Value ETF$263,601$8,464 ▼-3.1%1,5260.1%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$237,238$474,476 ▼-66.7%4,9840.1%FinanceORealty Income$223,522$3,191 ▲1.4%3,8530.1%FinanceNEW GOLD INC CDA$99,4390.0%26,8030.0%COMBIVVanguard Intermediate-Term Bond ETF$0$809,924 ▼-100.0%00.0%ETFSOSouthern$0$309,403 ▼-100.0%00.0%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$267,100 ▼-100.0%00.0%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$0$204,372 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$200,906 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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