StockDriftsStockDriftsTop 50 Eisneramper Wealth Management Corporate Benefits, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 16.99% | 468.7K | $47K | +339.42%(+362.01K) | — | 2023-12-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.44% | 119.5K | $20K | +293.35%(+89.15K) | — | 2023-12-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.99% | 28.6K | $14K | -34.16%(-14.85K) | — | 2023-12-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 4.8% | 175.1K | $13K | -12.08%(-24.05K) | — | 2023-12-31 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 4.72% | 162.9K | $13K | new | — | 2023-12-31 | |
| SDY | SPDR S&P Dividend ETF | 3.89% | 85.2K | $11K | -10.11%(-9.58K) | — | 2023-12-31 | |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 3.74% | 205.1K | $10K | -4.58%(-9.84K) | — | 2023-12-31 | |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 3.73% | 145.2K | $10K | -6.01%(-9.29K) | — | 2023-12-31 | |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 3.34% | 284.4K | $9K | -1.15%(-3.31K) | — | 2023-12-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.23% | 116.2K | $9K | -4.55%(-5.54K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Eisneramper Wealth Management Corporate Benefits, Llc reports $273.72K in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are AGG (17.0%), VIG (7.4%) and IVV (5.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eisneramper Wealth Management Corporate Benefits, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1624809). View Eisneramper Wealth Management Corporate Benefits, Llc’s 13F filings on SEC