EisnerAmper Wealth Management Corporate Benefits, LLC
Q4 2023 13F Holdings
- Locationiselin, NJ
- Num holdings
67
- Value ($000)
$274
- Date Filed 01/03/2024
- Form type13F-HR
- CIK 0001624809
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $46.52K | 17 % | 468,671 | ||
V VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $20.37K | 7 % | 119,539 | ||
I ISHARES CORE S&P 500 ETF | ETF | 464287200 | $13.67K | 5 % | 28,625 | ||
I ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $13.15K | 5 % | 175,092 | ||
V VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 921946810 | $12.93K | 5 % | 162,939 | ||
K SPDR S&P Dividend ETF | ETF | 78464A763 | $10.64K | 4 % | 85,162 | ||
D WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | ETF | 97717W281 | $10.24K | 4 % | 205,081 | ||
D WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $10.21K | 4 % | 145,223 | ||
D WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 | $9.15K | 3 % | 284,436 | ||
S SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $8.85K | 3 % | 116,195 |
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