EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits as of Dec. 31, 2019

Portfolio Holdings for EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits holds 35 positions in its portfolio as reported in the December 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 $22M 115k 193.64
Vanguard Europe Pacific ETF (VEA) 10.1 $15M 334k 44.06
SPDR S&P Dividend (SDY) 8.7 $13M 118k 107.57
WisdomTree Emerging Mkts Small Cp Div (DGS) 8.4 $12M 256k 47.82
WisdomTree SmallCap Dividend Fund (DES) 7.6 $11M 386k 28.68
Vanguard High Dividend Yield ETF (VYM) 7.0 $10M 109k 93.71
wisdomtreetrusdivd.. (DGRW) 6.3 $9.3M 191k 48.47
SPDR Barclays Capital High Yield B 4.2 $6.2M 56k 109.54
Market Vectors Short Municipal Index ETF 3.7 $5.4M 301k 17.79
Vanguard Short-Term Bond ETF (BSV) 3.3 $4.8M 59k 80.60
Invesco Emerging Markets S etf (PCY) 3.2 $4.7M 157k 29.58
J P Morgan Exchange Traded F diversified et 3.0 $4.3M 184k 23.63
WisdomTree MidCap Dividend Fund (DON) 2.8 $4.1M 109k 38.04
Vanguard Small-Cap Growth ETF (VBK) 2.1 $3.1M 15k 198.71
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.8 $2.6M 40k 64.51
iShares Russell Midcap Growth Idx. (IWP) 1.7 $2.5M 17k 152.60
iShares Morningstar Small Value (ISCV) 1.7 $2.4M 17k 143.63
iShares Russell 1000 Growth Index (IWF) 1.6 $2.4M 14k 175.92
iShares S&P 500 Index (IVV) 1.1 $1.6M 5.0k 323.27
PowerShares Dynamic Lg. Cap Value 1.1 $1.6M 38k 41.35
iShares Barclays TIPS Bond Fund (TIP) 1.0 $1.5M 13k 116.58
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.8 $1.1M 11k 101.55
iShares MSCI EAFE Index Fund (EFA) 0.6 $852k 12k 69.41
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.6 $795k 7.9k 100.14
Vanguard Large-Cap ETF (VV) 0.5 $685k 4.6k 147.85
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $374k 8.1k 46.42
iShares Russell Midcap Value Index (IWS) 0.2 $370k 3.9k 94.87
WisdomTree Emerging Markets Eq (DEM) 0.2 $340k 7.4k 45.83
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $319k 3.6k 87.95
Vanguard Dividend Appreciation ETF (VIG) 0.2 $314k 2.5k 124.60
iShares MSCI Emerging Markets Indx (EEM) 0.2 $307k 6.8k 44.94
Vanguard Small-Cap Value ETF (VBR) 0.2 $288k 2.1k 137.08
Market Vectors-Inter. Muni. Index 0.2 $262k 5.2k 50.15
Vanguard Emerging Markets ETF (VWO) 0.2 $239k 5.4k 44.42
WisdomTree Intl. SmallCap Div (DLS) 0.1 $212k 3.0k 71.00