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  Name: Jentner Corp
  City: Akron
  State: OH
  Zip: 44333
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $284,654,000
  Total Value Change : $25,801,000
  Securities Held Change : 2
   
All Securities Held : 52
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 24
  Unchanged Positions : 8
  Decreased Positions : 16

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 10 - $40.49 $3,598,000 87,959 1.26% 268,000 -1,517 0.01    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 11 - $54.33 $2,647,000 48,634 0.93% 69,000 -630 0.005    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 12 - $0.00 $2,120,000 94,751 0.74% -66,000 -1,364 0.105    N/A
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 15 - $75.86 $1,523,000 20,048 0.54% 99,000 -261 0.015    Closed - End Fund - Debt
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 16 - $190.08 $1,223,000 6,374 0.43% 53,000 -128 0.005    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 18 - $39.72 $1,038,000 26,607 0.36% 39,000 -425 0.003    Closed - End Fund - Debt
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 21 - $94.73 $1,014,000 10,936 0.36% 101,000 -69 0.001    Closed - End Fund - Debt
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 24 - $62.04 $881,000 14,135 0.31% 31,000 -119 0.016    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 26 - $49.56 $830,000 16,542 0.29% -34,000 -1,505 0.001    Closed - End Fund - F...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 28 - $82.25 $716,000 8,630 0.25% -13,000 -122 0.022    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 30 - $27.20 $636,000 25,183 0.22% -12,000 -960 0.009    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 31 - $342.87 $574,000 1,702 0.2% 46,000 -40 0.001    Closed - End Fund - E...
   (BNDW)1 Year Chart         BNDW Vanguard Total World Bond Etf 33 - $0.00 $539,000 7,862 0.19% -42,000 -535 0.141    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 34 - $179.05 $409,000 2,284 0.14% 15,000 -100 0.001    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 40 - $48.69 $323,000 6,558 0.11% -13,000 -552 0    Closed - End Fund - Debt
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 46 - $87.70 $269,000 3,085 0.09% 8,000 -41 0.012    Closed - End Fund - E...
      16 Records Found
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