EisnerAmper Wealth Management Corporate Benefits, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Iselin, NJ
CIK
0001624809
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 67 273 AGG, VIG, IVV, IVW 13F-HR 1/3/2024 000162480924000001
Q3 2023 57 224 IVV, IVW, SDY, AGG 13F-HR 10/10/2023 000162480923000004
Q2 2023 55 208,904 IVW, VEA, DGS, VYM 13F-HR 7/11/2023 000162480923000003
Q1 2023 51 206,750 IVW, VEA, DGS, SDY 13F-HR 4/4/2023 000162480923000002
Q4 2022 52 195,743 IVW, VEA, SDY, DGS 13F-HR 1/3/2023 000162480923000001
Q3 2022 41 175,482 IVW, VEA, SDY, DGS 13F-HR 10/3/2022 000162480922000004
Q2 2022 43 188,297 IVW, VEA, DGS, SDY 13F-HR 7/1/2022 000162480922000003
Q1 2022 50 208,268 IVW, VEA, DGS, SDY 13F-HR 4/1/2022 000162480922000002
Q4 2021 48 219,873 IVW, SDY, VEA, DGS 13F-HR 1/3/2022 000162480922000001
Q3 2021 48 198,612 IVW, VEA, DGS, DES 13F-HR 10/1/2021 000162480921000004
Q2 2021 49 198,143 IVW, VEA, DGS, DES 13F-HR 7/1/2021 000162480921000003
Q1 2021 47 185,310 IVW, VEA, DGS, DES 13F-HR 4/1/2021 000162480921000002
Q4 2020 47 174,630 IVW, VEA, DGS, DES 13F-HR 1/4/2021 000162480921000001
Q3 2020 44 152,168 IVW, VEA, DGS, SDY 13F-HR 10/1/2020 000162480920000004
Q2 2020 44 146,238 IVW, VEA, DGS, VYM 13F-HR 7/1/2020 000162480920000003
Q1 2020 35 147,337 VYM, IVW, VIG, DGS 13F-HR 4/1/2020 000162480920000002
Q4 2019 35 145,870 IVW, VEA, SDY, DGS 13F-HR 1/2/2020 000162480920000001
Q3 2019 34 138,007 IVW, VEA, DGS, SDY 13F-HR 10/1/2019 000162480919000004
Q2 2019 32 134,490 IVW, VEA, DGS, SDY 13F-HR 7/1/2019 000162480919000003
Q1 2019 38 133,864 IVW, VEA, DGS, SDY 13F-HR 4/1/2019 000162480919000002
Q4 2018 35 115,924 IVW, VEA, DGS, SDY 13F-HR 1/2/2019 000162480919000001
Q3 2018 36 129,477 IVW, VEA, SDY, DGS 13F-HR 10/2/2018 000162480918000005
Q2 2018 34 122,924 IVW, VEA, DGS, DES RESTATEMENT 7/5/2018 000162480918000004
Q1 2018 33 119,212 IVW, VEA, DGS, SDY 13F-HR 4/2/2018 000162480918000002
Q4 2017 34 123,065 IVW, VEA, DGS, SDY 13F-HR 1/2/2018 000162480918000001
Q3 2017 30 116,285 IVW, VEA, DGS, SDY 13F-HR 10/4/2017 000162480917000006
Q2 2017 31 116,266 IVW, VEA, SDY, DGS 13F-HR 7/3/2017 000162480917000005
Q1 2017 30 115,383 IVW, VEA, SDY, DGS 13F-HR 4/3/2017 000162480917000004
Q4 2016 28 116,614 IVW, VEA, SDY, DEM 13F-HR 1/3/2017 000162480917000001
Q3 2016 29 116,418 IVW, VEA, SDY, DEM 13F-HR 10/4/2016 000162480916000009
Q2 2016 27 109,438 IVW, VEA, SDY, VYM 13F-HR 7/5/2016 000162480916000008
Q1 2016 26 105,894 IVW, VEA, SDY, VYM 13F-HR 4/1/2016 000162480916000007
Q4 2015 28 101,631 IVW, VEA, SDY, VYM RESTATEMENT 1/11/2016 000162480916000006
Q3 2015 108 141,848 IVW, VEA, SDY, VYM 13F-HR 10/2/2015 000162480915000004
Q2 2015 96 130,029 IVW, VEA, SDY, DEM 13F-HR 7/16/2015 000162480915000003
Q1 2015 80 132,146 IVW, SDY, VEA, JNK 13F-HR 4/7/2015 000162480915000002
Q4 2014 79 125,992 IVW, SDY, VEA, JNK 13F-HR 1/6/2015 000162480915000001
Additional filings from EisnerAmper Wealth Management Corporate Benefits, LLC that have since been restated