Jentner Corp Buys Vanguard Short-Term Bond ETF, Sells Vanguard Short-Term Corporate Bond ETF, Vanguard Short-Term Inflation-Protected Securities, Schwab Short-Term U.S. Treasury ETF

Jan 17, 2020

Investment company Jentner Corp (Current Portfolio) buys Vanguard Short-Term Bond ETF, sells Vanguard Short-Term Corporate Bond ETF, Vanguard Short-Term Inflation-Protected Securities, Schwab Short-Term U.S. Treasury ETF, Schwab U.S. TIPs ETF, Berkshire Hathaway Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Jentner Corp. As of 2019Q4, Jentner Corp owns 36 stocks with a total value of $95 million. These are the details of the buys and sells.

New Purchases: BSV,
Added Positions: SCHE, SLYV, IAGG, SCHV, SCHA,
Reduced Positions: VCSH, VTIP, VBK, AAPL, IWF, JPM, VBR, IWD, SCHG, VTV, IWC, VNQ,
Sold Out: SCHO, SCHP, BRK.B, MTUM,

For the details of Jentner Corp's stock buys and sells, go to https://www.gurufocus.com/guru/jentner+corp/current-portfolio/portfolio

These are the top 5 holdings of Jentner Corp

Vanguard Growth ETF (VUG) - 175,058 shares, 33.42% of the total portfolio. Shares reduced by 0.18%
Vanguard Small-Cap Growth ETF (VBK) - 121,320 shares, 25.26% of the total portfolio. Shares reduced by 2.95%
Vanguard Short-Term Bond ETF (BSV) - 271,436 shares, 22.93% of the total portfolio. New Position
Schwab International Equity ETF (SCHF) - 41,169 shares, 1.45% of the total portfolio. Shares added by 0.83%
SPDR S&P 600 Small Cap Value ETF (SLYV) - 17,729 shares, 1.22% of the total portfolio. Shares added by 2.15%

New Purchase: Vanguard Short-Term Bond ETF (BSV)

Jentner Corp initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.18 and $80.69, with an estimated average price of $80.42. The stock is now traded at around $80.73. The impact to a portfolio due to this purchase was 22.93%. The holding were 271,436 shares as of .

Sold Out: Schwab U.S. TIPs ETF (SCHP)

Jentner Corp sold out a holding in Schwab U.S. TIPs ETF. The sale prices were between $56.32 and $57.23, with an estimated average price of $56.68.

Sold Out: Schwab Short-Term U.S. Treasury ETF (SCHO)

Jentner Corp sold out a holding in Schwab Short-Term U.S. Treasury ETF. The sale prices were between $50.38 and $50.71, with an estimated average price of $50.53.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Jentner Corp sold out a holding in Berkshire Hathaway Inc. The sale prices were between $203.1 and $227.05, with an estimated average price of $217.51.

Sold Out: iShares Edge MSCI USA Momentum Factor ETF (MTUM)

Jentner Corp sold out a holding in iShares Edge MSCI USA Momentum Factor ETF. The sale prices were between $115.87 and $125.91, with an estimated average price of $121.53.

Here is the complete portfolio of Jentner Corp. Also check out:

1. Jentner Corp's Undervalued Stocks
2. Jentner Corp's Top Growth Companies, and
3. Jentner Corp's High Yield stocks
4. Stocks that Jentner Corp keeps buying

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