EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits as of March 31, 2022

Portfolio Holdings for EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits holds 50 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Growth Etf Etf (IVW) 13.3 $28M 363k 76.38
Vanguard Ftse Developed Markets Etf Etf (VEA) 8.1 $17M 350k 48.03
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 7.4 $15M 288k 53.30
Spdr S&p Dividend Etf Etf (SDY) 6.9 $14M 113k 128.11
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 6.6 $14M 430k 31.87
Vanguard High Dividend Yield Etf Etf (VYM) 6.1 $13M 113k 112.25
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 5.6 $12M 184k 63.67
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 3.2 $6.6M 64k 102.50
Vanguard Dividend Appreciation Index Fund Etf (VIG) 3.0 $6.4M 39k 162.16
Vanguard Short-term Bond Index Fund Etf (BSV) 3.0 $6.3M 81k 77.90
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 2.5 $5.3M 119k 44.42
Vaneck Short Muni Etf Etf (SMB) 2.5 $5.1M 301k 17.10
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY) 2.2 $4.7M 206k 22.61
Spdr Gold Minishares Trust Etf (GLDM) 2.2 $4.5M 118k 38.47
Vanguard Small-cap Growth Index Fund Etf (VBK) 1.8 $3.8M 15k 248.14
Ishares Russell 1000 Growth Etf Etf (IWF) 1.8 $3.8M 14k 277.65
Spdr Portfolio Tips Etf Etf (SPIP) 1.8 $3.6M 121k 30.26
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 1.7 $3.6M 44k 81.90
Ishares Morningstar Small-cap Value Etf Etf (ISCV) 1.7 $3.4M 59k 58.77
Ishares Core S&p 500 Etf Etf (IVV) 1.6 $3.3M 7.2k 453.72
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 1.5 $3.2M 38k 83.82
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.5 $3.1M 31k 100.50
Invesco Optimum Yield Diversified Commodity Strategy Noa K-1a Etf Etf (PDBC) 1.5 $3.0M 171k 17.64
Ishares National Muni Bond Etf Etf (MUB) 1.4 $3.0M 27k 109.64
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.3 $2.7M 25k 104.95
Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.3 $2.6M 105k 24.91
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 1.1 $2.4M 12k 203.83
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.9 $2.0M 47k 41.75
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.9 $1.9M 38k 50.29
Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.9 $1.8M 38k 48.91
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.7 $1.4M 14k 100.18
Ishares Msci India Index Fund Etf (INDA) 0.5 $971k 22k 44.57
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.5 $939k 9.4k 99.96
Ishares Msci Eafe Etf Etf (EFA) 0.4 $916k 12k 73.64
Ishares Short Treasury Bond Etf Etf (SHV) 0.4 $874k 7.9k 110.23
Ishares Tips Bond Etf Etf (TIP) 0.3 $524k 4.2k 124.50
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $467k 3.9k 119.74
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $448k 8.9k 50.24
Vanguard Small-cap Value Index Fund Etf (VBR) 0.2 $370k 2.1k 176.11
Spdr S&p 500 Etf Etf (SPY) 0.2 $360k 797.00 451.69
Proshares Ultra Qqq Etf (QLD) 0.1 $306k 4.3k 71.90
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.1 $299k 3.6k 82.30
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $281k 6.2k 45.08
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $275k 2.6k 107.21
Proshares Ultrapro Short Qqq Etf (SQQQ) 0.1 $236k 7.0k 33.71
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $234k 5.3k 43.94
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $223k 5.1k 43.79
Ishares Mbs Etf Etf (MBB) 0.1 $205k 2.0k 101.69
Invesco Qqq Trust Etf (QQQ) 0.1 $204k 564.00 361.70
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $204k 2.6k 78.89