EW
| |
EisnerAmper Wealth Management Corporate Benefits, LLC13F | |
| EisnerAmper Wealth Management Corporate Benefits, | |
| Last update 2024-01-03 | 65 Stocks (14 new) |
| Value $269.00 Mil | Turnover 31 % |
EisnerAmper Wealth Management ... Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 468,671 | 46,520.0 | +339.42% | 17.280 | +13.35% | 0.050 | +2.13% | +3.72% | 128,438.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 119,539 | 20,370.0 | +293.35% | 7.570 | +5.65% | 0.030 | +12.73% | +6.65% | 89,713.3 | ||
IVV | iShares Core S&P 500 ETF | 28,625 | 13,670.0 | -34.16% | 5.080 | -2.90% | 0.000 | +19.71% | +7.98% | 636,576.3 | ||
IVW | iShares S&P 500 Growth ETF | 175,092 | 13,150.0 | -12.08% | 4.890 | -0.75% | 0.040 | +27.03% | +10.54% | 61,544.3 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 162,939 | 12,930.0 | New Holding | 4.800 | +4.80% | 0.260 | +7.27% | +12.60% | 8,306.7 | ||
SDY | SPDR Dividend ETF | 85,162 | 10,640.0 | -10.11% | 3.950 | -0.50% | 0.050 | +8.78% | +7.60% | 20,554.5 | ||
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 205,081 | 10,240.0 | -4.58% | 3.800 | -0.21% | 0.350 | +18.58% | +16.29% | 1,648.4 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 145,223 | 10,210.0 | -6.01% | 3.790 | -0.27% | 0.110 | +13.32% | +5.89% | 16,018.7 | ||
DES |
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
| 284,436 | 9,150.0 | -1.15% | 3.400 | -0.04% | 0.440 | +11.32% | -3.14% | 1,873.0 | ||
SCHD | Schwab US Dividend Equity ETF | 116,195 | 8,850.0 | -4.55% | 3.290 | -0.18% | 0.020 | +8.13% | +1.59% | 71,133.2 |
EisnerAmper Wealth Management Corporate Benefits, LLC's Historical Top Holdings Breakdowns
EisnerAmper Wealth Management Corporate Benefits, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2023-12-31 | Add Add | +13.35% | 91.67 ($95.17) 99.66 | $98.57 | 3.57% | Add 339.42% | 468,671 | 362,014 | |
VIG | Vanguard Dividend Appreciation FTF | 2023-12-31 | Add Add | +5.65% | 150.16 ($160.9) 171.16 | $206.96 | 28.63% | Add 293.35% | 119,539 | 89,149 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2023-12-31 | New Buy New Buy | +4.80% | 68.61 ($73.71) 79.34 | $88.97 | 20.70% | New holding | 162,939 | 162,939 | |
IVV | iShares Core S&P 500 ETF | 2023-12-31 | Reduce Reduce | -2.90% | 412.55 ($447.6) 479 | $631.74 | 41.14% | Reduce -34.16% | 28,625 | -14,853 | |
XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
| 2023-12-31 | Reduce Reduce | -2.36% | 50.08 ($50.23) 50.38 | $50.28 | 0.10% | Reduce -55.09% | 84,060 | -103,113 | |
JEPI | JPMorgan Equity Premium Income ETF | 2023-12-31 | Reduce Reduce | -2.28% | 51.51 ($53.92) 55.33 | $57.15 | 5.99% | Reduce -54.19% | 79,233 | -93,711 | |
FLJH | Franklin FTSE Japan Hedged ETF | 2023-12-31 | Sold Out Sold Out | -2.00% | 25.52 ($30.94) 33.09 | $32.14 | 3.88% | Sold Out | 0 | -139,060 | |
EJAN |
Innovator Emerging Markets Power Buffer ETF January
Innovator Emerging Markets Power Buffer ETF January
| 2023-12-31 | New Buy New Buy | +1.74% | 26.88 ($27.57) 28.67 | $32.42 | 17.61% | New holding | 163,361 | 163,361 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2023-12-31 | Sold Out Sold Out | -1.61% | 50.21 ($50.37) 50.49 | $50.46 | 0.18% | Sold Out | 0 | -70,372 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2023-12-31 | Reduce Reduce | -1.49% | 99.69 ($99.94) 100.2 | $100.04 | 0.10% | Reduce -91.8% | 2,913 | -32,619 |
EisnerAmper Wealth Management Corporate Benefits, LLC Total Holding History ($B)
EisnerAmper Wealth Management Corporate Benefits, LLC's Asset Allocation
EisnerAmper Wealth Management Corporate Benefits, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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EisnerAmper Wealth Management Corporate Benefits, LLC's Hypothetical Growth since 2023-12-31
EisnerAmper Wealth Management Corporate Benefits, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EisnerAmper Wealth Management Corporate Benefits, LLC's Holdings Heat Map
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EisnerAmper Wealth Management Corporate Benefits, LLC's Holdings Bubble Chart
EisnerAmper Wealth Management Corporate Benefits, LLC News
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