- New Purchases: IAGG,
- Added Positions: VEA, VTV, SCHA, VBR, SCHE, SCHV, SCHH, SCHO,
- Reduced Positions: VBK, PG, SLYG, SLYV, VZ, MSFT, IWC, IWD, MCD, JPM, JNJ,
For the details of Jentner Corp's stock buys and sells, go to https://www.gurufocus.com/guru/jentner+corp/current-portfolio/portfolioportfolio
These are the top 5 holdings of Jentner Corp- Vanguard Short-Term Corporate Bond ETF (VCSH) - 432,849 shares, 28.89% of the total portfolio. Shares reduced by 0.3%
- Vanguard Growth (VUG) - 173,330 shares, 23.43% of the total portfolio. Shares added by 0.33%
- Vanguard Small-Cap Growth (VBK) - 125,856 shares, 19.39% of the total portfolio. Shares reduced by 15.55%
- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 399,661 shares, 16.31% of the total portfolio. Shares reduced by 0.29%
- Schwab International Equity (SCHF) - 40,955 shares, 1.09% of the total portfolio. Shares added by 0.69%
Jentner Corp initiated holding in iShares International Aggregate Bond Fund. The purchase prices were between $52.93 and $54.48, with an estimated average price of $53.5. The stock is now traded at around $54.40. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,771 shares as of .
Added: Vanguard FTSE Developed Markets (VEA)Jentner Corp added to a holding in Vanguard FTSE Developed Markets by 55.31%. The purchase prices were between $39.84 and $42.1, with an estimated average price of $41.22. The stock is now traded at around $41.60. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,783 shares as of .
Added: Vanguard Value (VTV)Jentner Corp added to a holding in Vanguard Value by 76.87%. The purchase prices were between $104.21 and $111.67, with an estimated average price of $109.16. The stock is now traded at around $112.66. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,686 shares as of .
Added: Schwab U.S. Small-Cap (SCHA)Jentner Corp added to a holding in Schwab U.S. Small-Cap by 30.88%. The purchase prices were between $67.1 and $73.46, with an estimated average price of $70.71. The stock is now traded at around $71.86. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,586 shares as of .
Added: Vanguard Small-Cap Value (VBR)Jentner Corp added to a holding in Vanguard Small-Cap Value by 23.23%. The purchase prices were between $122.88 and $134.7, with an estimated average price of $130.02. The stock is now traded at around $130.64. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,143 shares as of .
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