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Eisneramper Wealth Management Corporate Benefits, Llc

13F Holdings
Filed: 2024-01-03
Portfolio Value
273.72K arrow_upward 22.18%
Number of Holdings
lock info
Reporting Date
2023-12-31
Key Stats trending_flat
CIK
0001624809
Filing Date
2024-01-03 00:00:00
Address
111 Wood Ave S.
Iselin
NJ
Prior Value
224.04K
Top 10 Holdings %
lock
Portfolio Value
Eisneramper Wealth Management Corporate Benefits, Llc
(13F - 2023-12-31)
Ishares Core U.s. Aggregate Bond Etf
AGG
2024-01-03
Value
46.52K
Shares
468.67K
Portfolio %
16.99%
Vanguard Dividend Appreciation Etf
VIG
2024-01-03
Value
20.37K
Shares
119.54K
Portfolio %
7.44%
Ishares Core S&p 500 Etf
IVV
2024-01-03
Value
13.67K
Shares
28.62K
Portfolio %
4.99%
Ishares S&p 500 Growth Etf
IVW
2024-01-03
Value
13.15K
Shares
175.09K
Portfolio %
4.80%
Vanguard International Dividend Appreciation Etf
VIGI
2024-01-03
Value
12.93K
Shares
162.94K
Portfolio %
4.72%
Spdr S&p Dividend Etf
SDY
2024-01-03
Value
10.64K
Shares
85.16K
Portfolio %
3.89%
Wisdomtree Emerging Markets Smallcap Dividend Fund
DGS
2024-01-03
Value
10.24K
Shares
205.08K
Portfolio %
3.74%
Wisdomtree Us Quality Dividend Growth Fund
DGRW
2024-01-03
Value
10.21K
Shares
145.22K
Portfolio %
3.73%
Wisdomtree U.s. Smallcap Dividend Fund
DES
2024-01-03
Value
9.15K
Shares
284.44K
Portfolio %
3.34%
Schwab Us Dividend Equity Etf
SCHD
2024-01-03
Value
8.85K
Shares
116.19K
Portfolio %
3.23%
Top Increases | Eisneramper Wealth Management Corporate Benefits, Llc
(2023-09-30 → 2023-12-31)
Ishares Core U.s. Aggregate Bond Etf
AGG
2024-01-03
Value Change
arrow_upward 36.49K
Shares
arrow_upward 362.01K
Portfolio % Change
arrow_upward 12.52%
Portfolio %
16.99%
Vanguard Dividend Appreciation Etf
VIG
2024-01-03
Value Change
arrow_upward 15.65K
Shares
arrow_upward 89.15K
Portfolio % Change
arrow_upward 5.33%
Portfolio %
7.44%
Ishares Tips Bond Etf
TIP
2024-01-03
Value Change
arrow_upward 1.52K
Shares
arrow_upward 14.07K
Portfolio % Change
arrow_upward 0.54%
Portfolio %
0.65%
Pimco Intermediate Municipal Bond Active Etf
MUNI
2024-01-03
Value Change
arrow_upward 346.00
Shares
arrow_upward 6.13K
Portfolio % Change
arrow_upward 0.09%
Portfolio %
0.28%
Ishares 1-3 Year Treasury Bond Etf
SHY
2024-01-03
Value Change
arrow_upward 127.00
Shares
arrow_upward 1.52K
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.12%
Proshares Ultra Qqq
QLD
2024-01-03
Value Change
arrow_upward 72.00
Shares
arrow_upward 1.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.12%
Top Decreases | Eisneramper Wealth Management Corporate Benefits, Llc
(2023-09-30 → 2023-12-31)
Schwab U.s. Large-Cap Growth Etf
SCHG
2024-01-03
Value Change
arrow_downward 39.00
Shares
arrow_downward 5.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.11%
Invesco Qqq Trust Series I
QQQ
2024-01-03
Value Change
arrow_downward 25.00
Shares
arrow_downward -34.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.11%
Vanguard Small Cap Value Etf
VBR
2024-01-03
Value Change
arrow_downward 18.00
Shares
arrow_downward -89.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.10%
Wisdomtree International Hedged Quality Dividend Growth Fund
IHDG
2024-01-03
Value Change
arrow_downward 25.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.12%
Ishares Msci Eafe Etf
EFA
2024-01-03
Value Change
arrow_downward 27.00
Shares
arrow_downward -372.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.22%
Pimco Enhanced Short Maturity Active Etf
MINT
2024-01-03
Value Change
arrow_downward -18.00
Shares
arrow_downward -171.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.15%
Spdr S&p 500 Etf Trust
SPY
2024-01-03
Value Change
arrow_downward -39.00
Shares
arrow_downward -180.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.14%
Ishares Russell 1000 Growth Etf
IWF
2024-01-03
Value Change
arrow_downward 197.00
Shares
arrow_downward -164.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
0.72%
Invesco Large Cap Value Etf
PWV
2024-01-03
Value Change
arrow_downward 62.00
Shares
arrow_downward -918.00
Portfolio % Change
arrow_downward 0.08%
Portfolio %
0.49%
Vanguard High Dividend Yield Index Etf
VYM
2024-01-03
Value Change
arrow_downward -45.00
Shares
arrow_downward -1104.00
Portfolio % Change
arrow_downward 0.09%
Portfolio %
0.34%
Eisneramper Wealth Management Corporate Benefits, Llc (13F - 2023-12-31) Comparing to 2023-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Eisneramper Wealth Management Corporate Benefits, Llc
(2023-09-30 → 2023-12-31)
Vanguard International Dividend Appreciation Etf
VIGI
2024-01-03
Value
add_circle 12.93K
Shares
162.94K
Portfolio %
4.72%
% Change
4.72%
Innovator Emerging Markets Power Buffer Etf January
EJAN
2024-01-03
Value
add_circle 4.68K
Shares
163.36K
Portfolio %
1.71%
% Change
1.71%
Avantis U.s. Small Cap Value Etf
AVUV
2024-01-03
Value
add_circle 2.82K
Shares
31.43K
Portfolio %
1.03%
% Change
1.03%
Wisdomtree Japan Smallcap Dividend Fund
DFJ
2024-01-03
Value
add_circle 1.83K
Shares
24.50K
Portfolio %
0.67%
% Change
0.67%
Ishares Msci China Etf
MCHI
2024-01-03
Value
add_circle 1.55K
Shares
37.96K
Portfolio %
0.56%
% Change
0.56%
Ishares U.s. Treasury Bond Etf
GOVT
2024-01-03
Value
add_circle 1.52K
Shares
65.85K
Portfolio %
0.55%
% Change
0.55%
Ishares Msci India Etf
INDA
2024-01-03
Value
add_circle 1.30K
Shares
26.67K
Portfolio %
0.48%
% Change
0.48%
Ishares Gnma Bond Etf
GNMA
2024-01-03
Value
add_circle 1.27K
Shares
28.69K
Portfolio %
0.46%
% Change
0.46%
Spdr S&p China Etf
GXC
2024-01-03
Value
add_circle 1.06K
Shares
15.58K
Portfolio %
0.39%
% Change
0.39%
Vanguard Intermediate-Term Corporate Bond Etf
VCIT
2024-01-03
Value
add_circle 280.00
Shares
3.44K
Portfolio %
0.10%
% Change
0.10%
Closed Positions | Eisneramper Wealth Management Corporate Benefits, Llc
(2023-09-30 → 2023-12-31)
Vanguard Intermediate-Term Bond Etf
BIV
2023-10-10
Value
remove_circle 218.00
Shares
3.01K
Previous %
4.48%
% Change
-4.48%
Ishares Core Aggressive Allocation Etf
AOA
2023-10-10
Value
remove_circle 726.00
Shares
11.44K
Previous %
4.48%
% Change
-4.48%
Franklin Ftse Japan Etf
FLJP
2023-10-10
Value
remove_circle 2.79K
Shares
105.36K
Previous %
4.48%
% Change
-4.48%
Wisdomtree Floating Rate Treasury Fund
USFR
2023-10-10
Value
remove_circle 3.54K
Shares
70.37K
Previous %
4.48%
% Change
-4.48%
Franklin Ftse Japan Hedged Etf
FLJH
2023-10-10
Value
remove_circle 4.39K
Shares
139.06K
Previous %
4.48%
% Change
-4.48%