Jentner Corp 13F 持仓 · 最近申报 2025年Q2
Jentner 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 3.73 亿美元。前几大持仓：VUG（18.97%）、DFGP（15.97%）、BSV（15.24%）。本季前 25 大持仓中：增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $70.8M | 18.97% | 161,563 | 增持 |
| 2 | DFGP | DIMENSIONAL ETF TRUST | $59.6M | 15.97% | 1.1M | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $56.9M | 15.24% | 722,651 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $40.9M | 10.97% | 1.3M | 增持 |
| 5 | VBK | VANGUARD INDEX FDS | $28.4M | 7.60% | 102,457 | 增持 |
| 6 | DFLV | DIMENSIONAL ETF TRUST | $25.9M | 6.95% | 835,891 | 增持 |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $24.5M | 6.55% | 831,144 | 增持 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $17.4M | 4.66% | 585,548 | 增持 |
| 9 | DFGR | DIMENSIONAL ETF TRUST | $12.5M | 3.35% | 466,538 | 增持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $2.9M | 0.79% | 69,363 | 减持 |
| 11 | IVV | ISHARES TR | $2.5M | 0.68% | 4,079 | 持平 |
| 12 | DFSU | DIMENSIONAL ETF TRUST | $2.1M | 0.55% | 52,231 | 增持 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $1.9M | 0.51% | 35,503 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $1.5M | 0.40% | 2,733 | 持平 |
| 15 | SCHV | SCHWAB STRATEGIC TR | $1.3M | 0.36% | 47,942 | 减持 |
| 16 | SYBT | STOCK YDS BANCORP INC | $1.3M | 0.35% | 16,551 | 增持 |
| 17 | MCD | MCDONALDS CORP | $1.2M | 0.32% | 4,118 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.32% | 2,430 | 增持 |
| 19 | VBR | VANGUARD INDEX FDS | $1.2M | 0.32% | 6,162 | 增持 |
| 20 | AAPL | APPLE INC | $1.1M | 0.30% | 5,390 | 减持 |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $1.1M | 0.30% | 17,789 | 增持 |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $985,171 | 0.26% | 24,998 | 持平 |
| 23 | NWBI | NORTHWEST BANCSHARES INC MD | $958,500 | 0.26% | 75,000 | 减持 |
| 24 | BNDW | VANGUARD SCOTTSDALE FDS | $881,531 | 0.24% | 12,715 | 增持 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $913,471 | 0.24% | 21,328 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR