Jentner Corp quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Jentner Corp opened 2 positions, added to 16, reduced 12, sold out of 1 and left 8 unchanged. The largest increase in value was VUG (+$11,492,461); the largest decrease was DFIV (-$788,499).
- DFAX: Country of operation —; Class WORLD EX US CORE; Shares 2025-03-31 0; Shares 2025-06-30 17,270.
- SLYG: Country of operation —; Class S&P 600 SMCP GRW; Shares 2025-03-31 0; Shares 2025-06-30 2,548.
Two Form 13F-HR filings compared (SEC CIK 1695908): 2025-03-31 (filed 2025-05-15) and 2025-06-30 (filed 2025-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||