EisnerAmper Wealth Management Corporate Benefits, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
EisnerAmper Wealth Management Corporate Benefits, LLC 13F Holdings
CIK 0001624809 · ISELIN, NJ
As of Dec 31, 2023, EisnerAmper Wealth Management Corporate Benefits, LLC reported
67 positions worth $273.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 468,671 | $46.5K | 16.99% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 119,539 | $20.4K | 7.44% |
| ISHARES CORE S&P 500 ETF | IVV | — | 28,625 |
|
3.7K4.99% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 175,092 |
3.1K | 4.80% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 162,939 |
2.9K | 4.72% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 85,162 |
0.6K | 3.89% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 205,081 |
0.2K | 3.74% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 145,223 |
0.2K | 3.73% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 284,436 | $9.2K | 3.34% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 116,195 | $8.8K | 3.23% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 50,548 | $8.5K | 3.11% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 166,406 | $8.0K | 2.91% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 117,288 | $6.1K | 2.23% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 58,861 | $5.7K | 2.08% |
| INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JANUARY | EJAN | — | 163,361 | $4.7K | 1.71% |
| FT VEST US EQUITY BUFFER ETF - JANUARY | FJAN | — | 109,521 | $4.4K | 1.59% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 79,233 | $4.4K | 1.59% |
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | XHLF | — | 84,060 | $4.2K | 1.54% |
| VANECK ETF TRUST | SMB | — | 246,337 | $4.2K | 1.54% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 33,172 | $3.9K | 1.41% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 47,264 | $3.8K | 1.40% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 48,890 | $3.8K | 1.38% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 32,541 | $3.4K | 1.24% |
| ISHARES TR | ISCV | — | 51,460 | $3.0K | 1.11% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 31,430 | $2.8K | 1.03% |