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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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