- New Purchases: JNJ, MMM, XOM, IJH, VTV, GAB,
- Added Positions: VCSH, VUG, VEA, SCHV, SCHA, SCHE, VBR,
- Reduced Positions: VBK, IWF, IWD, AAPL, QCOM, IWC, SCHG, SCHP,
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 Short-Term Corporate Bond ETF (VCSH) - 434,162 shares, 28.48% of the total portfolio. Shares added by 1.45%
- Vanguard Growth (VUG) - 172,761 shares, 22.23% of the total portfolio. Shares added by 1.02%
- Vanguard Small-Cap Growth (VBK) - 149,024 shares, 22.03% of the total portfolio. Shares reduced by 1.19%
- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 400,840 shares, 16.05% of the total portfolio. Shares added by 0.61%
- Schwab International Equity (SCHF) - 40,674 shares, 1.05% of the total portfolio. Shares added by 0.22%
Jentner Corp initiated holding in Johnson & Johnson. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $138.02. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,038 shares as of .
New Purchase: 3M Co (MMM)Jentner Corp initiated holding in 3M Co. The purchase prices were between $183.76 and $210.58, with an estimated average price of $201.21. The stock is now traded at around $216.90. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,225 shares as of .
New Purchase: Exxon Mobil Corp (XOM)Jentner Corp initiated holding in Exxon Mobil Corp. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $81.20. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,072 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)Jentner Corp initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $196.14. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,180 shares as of .
New Purchase: Vanguard Value (VTV)Jentner Corp initiated holding in Vanguard Value. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $110.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,084 shares as of .
New Purchase: Gabelli Equity Trust Inc (GAB)Jentner Corp initiated holding in Gabelli Equity Trust Inc. The purchase prices were between $5.1 and $6.27, with an estimated average price of $5.89. The stock is now traded at around $6.23. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,815 shares as of .
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