EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits as of March 31, 2019

Portfolio Holdings for EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits holds 38 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares S&P 500 Growth Index (IVW) 15.2 $20M 118k 172.36
Vanguard Europe Pacific ETF (VEA) 9.8 $13M 321k 40.87
WisdomTree Emerging Mkts Small Cp Div (DGS) 8.0 $11M 227k 47.11
SPDR S&P Dividend (SDY) 7.4 $9.9M 100k 99.41
Vanguard High Dividend Yield ETF (VYM) 7.1 $9.5M 111k 85.66
WisdomTree SmallCap Dividend Fund (DES) 6.9 $9.3M 336k 27.54
wisdomtreetrusdivd.. (DGRW) 5.6 $7.5M 173k 43.06
SPDR Barclays Capital High Yield B 4.2 $5.7M 157k 35.97
Market Vectors Short Municipal Index ETF 3.6 $4.8M 273k 17.56
Vanguard Short-Term Bond ETF (BSV) 3.4 $4.6M 58k 79.59
J P Morgan Exchange Traded F diversified et 3.1 $4.2M 170k 24.85
Invesco Emerging Markets S etf (PCY) 3.1 $4.1M 147k 28.00
WisdomTree MidCap Dividend Fund (DON) 2.9 $3.9M 108k 35.79
Vanguard Small-Cap Growth ETF (VBK) 2.1 $2.9M 16k 179.69
iShares Russell Midcap Growth Idx. (IWP) 1.7 $2.3M 17k 135.69
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.7 $2.3M 38k 59.71
iShares Morningstar Small Value (ISCV) 1.6 $2.2M 16k 137.85
iShares Russell 1000 Growth Index (IWF) 1.6 $2.1M 14k 151.35
Rydex S&P MidCap 400 Pure Growth ETF 1.3 $1.8M 12k 151.20
iShares S&P 500 Index (IVV) 1.1 $1.4M 5.0k 284.64
PowerShares Dynamic Lg. Cap Value 1.0 $1.3M 38k 35.42
iShares Barclays TIPS Bond Fund (TIP) 0.9 $1.2M 11k 113.10
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.8 $1.1M 11k 101.60
Schwab Strategic Tr sht tm us tres (SCHO) 0.7 $978k 20k 50.21
Ishares Inc core msci emkt (IEMG) 0.7 $888k 17k 51.74
iShares MSCI EAFE Index Fund (EFA) 0.6 $803k 12k 64.89
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.6 $738k 7.4k 100.23
Ishares Tr cmn (GOVT) 0.5 $702k 28k 25.25
Vanguard Large-Cap ETF (VV) 0.5 $601k 4.6k 129.72
World Gold Tr spdr gld minis 0.4 $557k 43k 12.91
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $376k 8.1k 46.67
iShares Russell Midcap Value Index (IWS) 0.2 $339k 3.9k 86.92
WisdomTree Emerging Markets Eq (DEM) 0.2 $336k 7.7k 43.81
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $327k 3.8k 86.37
iShares MSCI Emerging Markets Indx (EEM) 0.2 $303k 7.1k 42.94
iShares Gold Trust 0.2 $291k 24k 12.38
Vanguard Small-Cap Value ETF (VBR) 0.2 $293k 2.3k 128.79
Market Vectors-Inter. Muni. Index 0.2 $255k 5.2k 48.81