HoldingsChannel.com
Jentner Corp Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 175,058 -312 $31,890
     VUG175,058-312$31,890
VANGUARD INDEX FDS (VBK) 121,320 -3,692 $24,106
     VBK121,320-3,692$24,106
VANGUARD BD INDEX FD INC (BSV) 271,436 +271,436 $21,880
     BSV271,436+271,436$21,880
SCHWAB STRATEGIC TR 41,169 +340 $1,385
     SCHF41,169+340$1,385
SPDR SERIES TRUST (SLYV) 17,729 +374 $1,165
     SLYV17,729+374$1,165
SCHWAB STRATEGIC TR 18,305 +273 $1,100
     SCHV18,305+273$1,100
VANGUARD SCOTTSDALE FDS (VCSH) 12,301 -417,791 $997
     VCSH12,301-417,791$997
VANGUARD TAX MANAGED INTL FD (VEA) 19,700 +17 $868
     VEA19,700+17$868
SCHWAB STRATEGIC TR 9,328 -165 $867
     SCHG9,328-165$867
VANGUARD INDEX FDS (VBR) 6,028 -215 $826
     VBR6,028-215$826
SCHWAB STRATEGIC TR 26,007 +2,558 $712
     SCHE26,007+2,558$712
VANGUARD MALVERN FDS (VTIP) 14,176 -382,716 $699
     VTIP14,176-382,716$699
ISHARES TR (IVV) 1,969 UNCH $636
     IVV1,969UNCH$636
SCHWAB STRATEGIC TR 8,008 +134 $606
     SCHA8,008+134$606
QUALCOMM INC      $602
     QCOM3,823UNCH$337
     Call3,000UNCH$265
SCHWAB STRATEGIC TR 13,060 -7 $600
     SCHH13,060-7$600
MCDONALDS CORP 2,726 +14 $539
     MCD2,726+14$539
VANGUARD INDEX FDS (VTV) 4,422 -97 $530
     VTV4,422-97$530
ISHARES TR (IWF) 2,714 -222 $477
     IWF2,714-222$477
APPLE INC 1,598 -498 $469
     AAPL1,598-498$469
JPMORGAN CHASE & CO 3,100 -367 $432
     JPM3,100-367$432
PROCTER & GAMBLE CO 3,335 +7 $416
     PG3,335+7$416
VERIZON COMMUNICATIONS INC 6,523 UNCH $401
     VZ6,523UNCH$401
SPDR SERIES TRUST (SLYG) 6,198 +25 $400
     SLYG6,198+25$400
ISHARES TR (IWD) 2,704 -113 $369
     IWD2,704-113$369
MICROSOFT CORP 2,070 UNCH $326
     MSFT2,070UNCH$326
ISHARES TR (LQD) 2,500 UNCH $320
     LQD2,500UNCH$320
ISHARES TR (IAGG) 5,490 +258 $301
     IAGG5,490+258$301
JOHNSON & JOHNSON 2,027 +5 $296
     JNJ2,027+5$296
ISHARES TR (IWC) 2,466 -55 $245
     IWC2,466-55$245
ISHARES TR (IJH) 1,180 UNCH $243
     IJH1,180UNCH$243
3M CO 1,231 +2 $217
     MMM1,231+2$217
VANGUARD INDEX FDS (VNQ) 2,313 -28 $215
     VNQ2,313-28$215
CISCO SYS INC 4,191 UNCH $201
     CSCO4,191UNCH$201

See Full List: All Stocks Held By Jentner Corp
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jentner Corp

Size ($ in 1000's)
At 12/31/2019: $95,414
At 09/30/2019: $122,513

Jentner Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jentner Corp 13F filings. Link to 13F filings: SEC filings

Jentner Corp Top Holdings 13F Filings | www.HoldingsChannel.com

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