| |
|
|
| Name: |
Jentner Corp |
| City: |
Akron |
| State: |
OH |
| Zip: |
44333 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
20 |
- |
$531.23 |
$923,000 |
1,932 |
0.36% |
93,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
25 |
- |
$420.99 |
$796,000 |
2,117 |
0.31% |
127,000 |
0 |
0 |
Application Software |
|
|
BRK.B |
Berkshire Hathaway B |
26 |
- |
$413.12 |
$785,000 |
2,201 |
0.3% |
14,000 |
0 |
0 |
Property & Casualty I... |
|
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
28 |
- |
$47.26 |
$712,000 |
14,900 |
0.28% |
23,000 |
0 |
0.014 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
31 |
- |
$342.95 |
$528,000 |
1,742 |
0.2% |
65,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
33 |
- |
$178.56 |
$394,000 |
2,384 |
0.15% |
32,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
37 |
- |
$60.26 |
$327,000 |
1,180 |
0.13% |
33,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
LQD |
iShares Trust Goldman Sachs |
41 |
- |
$107.44 |
$277,000 |
2,500 |
0.11% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
DFSB |
Dfa Dimensional Glbl Sustai... |
42 |
- |
$0.00 |
$276,000 |
5,317 |
0.11% |
11,000 |
0 |
0.266 |
N/A |
|
