Jentner Corp - Portfolio overview

Jentner Corp has 54 reported holdings in this dataset, with the latest filing dated 2025-07-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 18.97%
2. DFGP - DIMENSIONAL ETF TRUST, 15.97%
3. BSV - VANGUARD BD INDEX FDS, 15.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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