EisnerAmper Wealth Management Corporate Benefits, LLC holdings history

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219 is the total number of securities EisnerAmper Wealth Management Corporate Benefits, LLC has owned. The longest EisnerAmper Wealth Management Corporate Benefits, LLC has owned a single stock is 37 quarters.

EisnerAmper Wealth Management Corporate Benefits, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVW ISHARES S&P 500 GROWTH...37374.80%13.85%16.85%Q4 2014Q4 202337
VEA VANGUARD FTSE DEVELOPE...37372.91%9.05%11.46%Q4 2014Q4 202337
SDY SPDR S&P DIVIDEND ETF37373.89%7.51%12.63%Q4 2014Q4 202337
DES WISDOMTREE U.S. SMALLC...37372.07%6.01%7.60%Q4 2014Q4 202337
BSV VANGUARD SHORT-TERM BO...37371.38%3.09%3.69%Q4 2014Q4 202337
DON WISDOMTREE U.S. MIDCAP...37370.89%2.54%3.07%Q4 2014Q4 202337
VBK Vanguard Small Cap Grw...37370.22%1.76%3.16%Q4 2014Q4 202337
SLYG SPDR S&P 600 SMALL CAP...37371.02%1.61%2.34%Q4 2014Q4 202337
IWF ISHARES RUSSELL 1000 G...37370.72%1.59%1.94%Q4 2014Q4 202337
ISCV iShares Morningstar Sm...37370.36%1.56%2.31%Q4 2014Q4 202337
IWP ISHARES RUSSELL MID-CA...37370.23%1.46%1.91%Q4 2014Q4 202337
TIP ISHARES TIPS BOND ETF22140.11%1.21%2.91%Q4 2014Q4 202336
MINT PIMCO ENHANCED SHORT M...3420.15%1.11%2.36%Q4 2014Q4 202336
EFA ISHARES MSCI EAFE ETF22140.22%0.65%2.04%Q4 2014Q4 202336
IWS ISHARES RUSSELL MID-CA...18180.16%0.33%1.61%Q4 2014Q4 202336
VYM VANGUARD HIGH DIVIDEND...35350.34%6.73%23.70%Q2 2015Q4 202335
VBR VANGUARD SMALL-CAP VAL...1550.10%0.24%0.67%Q4 2014Q4 202335
EEM ISHARES MSCI EMERGING ...33330.12%0.24%0.57%Q4 2014Q4 202233
HYG iShares iBoxx High Yie...2480.13%0.26%0.75%Q4 2014Q4 202232
DGS Wsdmtree Emrg Mkts ETF28283.74%7.20%8.95%Q1 2017Q4 202328
DGRW WISDOMTREE US QUALITY ...28283.73%5.48%6.35%Q1 2017Q4 202328
DEM WISDOMTREE EMERGING MA...1510.10%2.15%7.59%Q4 2014Q1 202227
JNK SPDR Barclays Capital ...24243.16%4.73%6.49%Q4 2014Q3 202024
PWV PowerShares Dynamic La...24240.77%1.19%1.55%Q4 2014Q3 202024
SMB Market Vectors Short T...2121.81%3.68%4.43%Q4 2014Q3 202023
PCY INVESCO EMERGING MARKE...23230.58%2.44%3.28%Q2 2018Q4 202323
IVV iShares Core S&P ETF21210.58%1.90%8.33%Q4 2018Q4 202321
DLS WisdomTree Intl SmallC...1610.10%1.60%4.50%Q4 2014Q4 202121
RFG PowerShares S&P Midcap...930.87%1.43%2.29%Q4 2014Q3 202021
GBIL GOLDMAN SACHS ACCESS T...21210.11%0.78%2.94%Q4 2018Q4 202321
ITM Market Vectors Interme...1020.18%0.22%0.28%Q4 2014Q4 201919
VIG VANGUARD DIVIDEND APPR...18180.19%3.17%9.66%Q3 2019Q4 202318
VV VANGUARD LARGE-CAP ETF1440.41%0.47%0.56%Q4 2014Q4 201918
GOVT ISHARES U.S. TREASURY ...1010.22%0.77%1.57%Q2 2018Q4 202316
MUB iShares S&P National A...15150.96%1.40%1.66%Q2 2020Q4 202315
SPY SPDR S&P 500 ETF TRUST15150.14%0.17%0.27%Q2 2020Q4 202315
PCY PowerShares Emerging M...14143.00%3.76%4.93%Q4 2014Q1 201814
SHYG ISHARES 0-5 YEAR HIGH ...14140.11%0.20%0.28%Q1 2019Q2 202214
JNK SPDR BLOOMBERG HIGH YI...13130.88%2.91%3.44%Q4 2020Q4 202313
SMB VANECK VECTORS SHORT M...13131.54%2.43%2.93%Q4 2020Q4 202313
BIV VANGUARD INTERMEDIATE-...13130.10%1.62%1.98%Q3 2020Q3 202313
RFG INVESCO S&P MIDCAP 400...13130.76%1.16%1.40%Q4 2020Q4 202313
PWV INVESCO LARGE CAP VALU...13130.49%0.79%0.91%Q4 2020Q4 202313
IEF ISHARES 7-10 YEAR TREA...610.20%0.73%1.60%Q1 2018Q4 202313
JPST JPMORGAN ULTRA-SHORT I...920.09%0.54%2.07%Q2 2018Q4 202311
QLD PROSHARES ULTRA QQQ520.10%0.14%0.17%Q2 2020Q4 202311
STIP ISHARES 0-5 YEAR TIPS ...10100.53%1.16%1.58%Q3 2021Q4 202310
QQQ INVESCO QQQ TRUST SERI...510.10%0.12%0.17%Q4 2020Q4 202310
JPHF JPMorgan Diversified A...991.79%2.89%3.30%Q1 2018Q1 20209
AGG ISHARES CORE U.S. AGGR...990.09%2.55%16.99%Q4 2021Q4 20239
EWJ ISHARES MSCI JAPAN ETF610.18%1.29%2.36%Q4 2017Q3 20219
GLDM SPDR Gold MiniSshares ...720.21%1.26%1.71%Q4 2018Q4 20219
PDBC INVESCO OPTIMUM YIELD ...610.23%0.70%1.45%Q3 2020Q1 20239
IEMG iShares Core MSCI Emer...410.10%1.01%1.79%Q1 2019Q4 20238
SHV ISHARES SHORT TREASURY...620.17%0.78%1.85%Q1 2020Q1 20228
WISDOMTREE FLOATING RA...770.91%3.33%5.86%Q1 2022Q3 20237
SPDR GOLD MINISHARES T...520.50%1.17%2.18%Q1 2022Q4 20237
SCHD SCHWAB US DIVIDEND EQU...520.10%1.15%3.84%Q4 2021Q4 20237
QQQ PowerShares QQQ430.16%0.42%1.40%Q4 2017Q3 20207
SHM SPDR Nuveen Barclays C...320.35%0.41%0.49%Q4 2014Q4 20167
IAU iShares Gold TRUST410.16%0.21%0.24%Q2 2018Q4 20207
IHDG WISDOMTREE INTERNATION...770.12%0.15%0.16%Q2 2022Q4 20237
MBB ISHARES MBS ETF770.10%0.12%0.17%Q3 2020Q1 20227
INDA ISHARES MSCI INDIA IND...410.44%0.58%0.80%Q2 2021Q4 20235
SCHG SCHWAB U.S. LARGE-CAP ...550.11%0.12%0.13%Q4 2022Q4 20235
SPIP SPDR PORTFOLIO TIPS ETF440.74%1.27%1.75%Q3 2021Q2 20224
NVS Novartis AG Spon ADR440.87%0.97%1.07%Q4 2014Q3 20154
Apple Inc440.52%0.73%0.93%Q4 2014Q3 20154
JNJ Johnson & Johnson440.67%0.70%0.74%Q4 2014Q3 20154
T A T & T Inc New440.49%0.70%1.03%Q4 2014Q3 20154
VZ Verizon Communications440.58%0.62%0.66%Q4 2014Q3 20154
FBND FIDELITY TOTAL BOND ETF310.11%0.60%1.14%Q3 2018Q4 20234
STE STERIS CORP440.48%0.58%0.68%Q4 2014Q3 20154
RDSB Royal Dutch Shell B ADR440.44%0.58%0.69%Q4 2014Q3 20154
VFC VF Corporation440.49%0.57%0.64%Q4 2014Q3 20154
WEC WISCONSIN ENERGY CORP440.47%0.55%0.62%Q4 2014Q3 20154
GIS GENERAL MLS INC440.52%0.53%0.56%Q4 2014Q3 20154
Auto Data Processing440.49%0.52%0.56%Q4 2014Q3 20154
KMB Kimberly-Clark Corp440.49%0.50%0.53%Q4 2014Q3 20154
RSG REPUBLIC SVCS INC440.47%0.50%0.53%Q4 2014Q3 20154
XEL XCEL ENERGY INC440.45%0.50%0.53%Q4 2014Q3 20154
VAL VALSPAR CORP440.44%0.50%0.55%Q4 2014Q3 20154
KMI KINDER MORGAN INC440.39%0.50%0.57%Q4 2014Q3 20154
UPS United Parcel Service440.48%0.50%0.55%Q4 2014Q3 20154
HCN Health Care REIT Inc440.43%0.49%0.54%Q4 2014Q3 20154
DLR DIGITAL REALTY440.47%0.49%0.51%Q4 2014Q3 20154
MCD Mc Donalds Corp440.47%0.49%0.51%Q4 2014Q3 20154
CBSH COMMERCE BANCSHARES INC440.48%0.49%0.50%Q4 2014Q3 20154
O Realty Income Corp440.44%0.48%0.53%Q4 2014Q3 20154
CXP Columbia Ppty Tr Inc440.30%0.47%0.55%Q4 2014Q3 20154
LLTC LINEAR TECHNOLOGY CORP440.45%0.47%0.51%Q4 2014Q3 20154
CVX Chevron Corporation440.43%0.45%0.47%Q4 2014Q3 20154
RHHBY Roche Hldg Ltd Spon ADR440.40%0.44%0.46%Q4 2014Q3 20154
NTTYY Nippon Tele & Tel Adr440.38%0.43%0.47%Q4 2014Q3 20154
TEVA Teva Pharm Inds Ltd ADR440.17%0.40%0.56%Q4 2014Q3 20154
NVO NOVO-NORDISK A S SPONS AD440.18%0.37%0.53%Q4 2014Q3 20154
BTI British American Tobac...440.36%0.37%0.38%Q4 2014Q3 20154
DEO Diageo Plc New ADR440.32%0.35%0.36%Q4 2014Q3 20154
VOD Vodafone Group ADR440.25%0.34%0.39%Q4 2014Q3 20154
SKYAY SKY PLC SPONS ADR440.15%0.31%0.42%Q4 2014Q3 20154
FB Facebook Inc Class A440.19%0.28%0.34%Q4 2014Q3 20154
Bank Of America Corp440.20%0.24%0.28%Q4 2014Q3 20154
VWO VANGUARD FTSE EMERGING...210.15%0.21%0.32%Q4 2017Q4 20204
Berkshire Hathaway B New440.17%0.20%0.22%Q4 2014Q3 20154
VEU VANGUARD FTSE ALL-WORLD E440.14%0.17%0.18%Q4 2014Q3 20154
VCIT VANGUARD INTERMEDIATE-...210.10%0.14%0.17%Q1 2020Q4 20234
BONDBLOXX BLOOMBERG SI...331.54%3.42%4.52%Q2 2023Q4 20233
SGOV ISHARES 0-3 MONTH TREA...332.28%2.54%2.69%Q3 2022Q1 20233
QQQM INVESCO NASDAQ 100 ETF330.38%2.48%3.96%Q2 2023Q4 20233
JEPI JPMORGAN EQUITY PREMIU...330.66%2.13%4.14%Q2 2023Q4 20233
EFV ISHARES MSCI EAFE VALU...330.18%1.69%2.67%Q2 2023Q4 20233
EFG ISHARES MSCI EAFE GROW...330.16%1.54%2.36%Q2 2023Q4 20233
VGSH VANGUARD SHORT-TERM TR...210.66%1.37%2.75%Q4 2018Q2 20233
DPSGY Deutsche Post New ADR210.23%0.75%1.50%Q2 2015Q2 20173
SPYV SPDR PORTFOLIO S&P 500...210.39%0.60%0.94%Q1 2022Q1 20233
PGX INVESCO PREFERRED ETF330.36%0.42%0.51%Q4 2022Q2 20233
CNI Canadian Natl Ry Co330.26%0.40%0.47%Q4 2014Q2 20153
CHL CHINA MOBILE LIMITED SPON330.29%0.39%0.46%Q4 2014Q2 20153
SBMRY Sabmiller Plc Spons ADR330.28%0.36%0.41%Q4 2014Q2 20153
NSRGY Nestle SA Reg B ADR330.26%0.34%0.40%Q4 2014Q2 20153
BCE B C E Inc New330.24%0.33%0.39%Q4 2014Q2 20153
UL Unilever Plc ADR330.26%0.33%0.38%Q4 2014Q2 20153
GSK GlaxoSmithKline PLC ADR330.24%0.32%0.39%Q4 2014Q2 20153
SIEGY SIEMENS A G SPONSORED ADR330.22%0.30%0.34%Q4 2014Q2 20153
PTR Petrochina Co ADR330.21%0.27%0.33%Q4 2014Q2 20153
MUNI PIMCO INTERMEDIATE MUN...330.13%0.20%0.28%Q2 2023Q4 20233
BMY Bristol-Myers Squibb Co330.16%0.18%0.21%Q1 2015Q3 20153
JPM JP Morgan Chase & Co330.16%0.17%0.18%Q4 2014Q2 20153
IJH iShares S&P MidCap 400...330.16%0.17%0.17%Q4 2014Q2 20153
XLK TECHNOLOGY SELECT SECT...110.09%0.11%0.12%Q3 2021Q4 20233
SHY ISHARES 1-3 YEAR TREAS...330.10%0.11%0.12%Q2 2023Q4 20233
DGRO iShares Core Dividend ...110.44%1.89%3.35%Q4 2017Q2 20182
FJAN FT CBOE VEST U.S. EQUI...221.59%1.75%1.90%Q3 2023Q4 20232
FLJH FRANKLIN FTSE JAPAN HE...221.33%1.64%1.96%Q2 2023Q3 20232
VTWO VANGUARD RUSSELL 2000 ETF221.40%1.49%1.57%Q3 2023Q4 20232
DBEU X-TRACKERS MSCI EUROPE...220.81%0.87%0.93%Q2 2021Q3 20212
ANGL VANECK FALLEN ANGEL HI...220.73%0.82%0.90%Q3 2023Q4 20232
EWG ISHARES MSCI GERMANY ETF110.54%0.59%0.64%Q2 2020Q1 20232
PG Procter & Gamble220.56%0.59%0.61%Q4 2014Q1 20152
SO SOUTHERN COMPANY220.52%0.53%0.55%Q4 2014Q1 20152
IBM Intl Business Machines220.49%0.50%0.50%Q2 2015Q3 20152
GE General Electric Company220.34%0.50%0.65%Q2 2015Q3 20152
XOM Exxon Mobil Corporation220.32%0.46%0.61%Q2 2015Q3 20152
MO Altria Group Inc220.32%0.46%0.60%Q2 2015Q3 20152
AJG Gallagher Arthur J & Co220.42%0.44%0.46%Q2 2015Q3 20152
PFE Pfizer Incorporated220.32%0.44%0.56%Q2 2015Q3 20152
DSEEY Daiwa Securities Gp220.27%0.43%0.59%Q2 2015Q3 20152
POFNF Power Financial Corp220.22%0.34%0.46%Q2 2015Q3 20152
CSCO Cisco Systems Inc220.28%0.33%0.39%Q2 2015Q3 20152
ACN ACCENTURE PLC CL A220.22%0.33%0.43%Q2 2015Q3 20152
SWDBY Swedbank Ab220.21%0.32%0.43%Q2 2015Q3 20152
SSEZY SSE PLC SPONS ADR220.18%0.29%0.40%Q2 2015Q3 20152
CA CA INC220.17%0.27%0.36%Q2 2015Q3 20152
BHP Billiton Ltd ADR220.25%0.26%0.27%Q2 2015Q3 20152
YUM Yum Brands Inc220.19%0.24%0.30%Q2 2015Q3 20152
Amgen Incorporated220.19%0.24%0.28%Q2 2015Q3 20152
AOR ISHARES CORE GROWTH AL...220.10%0.22%0.34%Q3 2023Q4 20232
SNY Sanofi ADR220.16%0.22%0.28%Q2 2015Q3 20152
ARKK ARK INNOVATION ETF110.15%0.22%0.29%Q2 2021Q4 20222
Amazon Com Inc220.18%0.18%0.18%Q2 2015Q3 20152
XLE ENERGY SELECT SECTOR S...110.12%0.14%0.16%Q3 2022Q2 20232
PROSHARES ULTRAPRO SHO...110.07%0.09%0.11%Q1 2022Q4 20232
VIGI VANGUARD INTERNATIONAL...114.72%4.72%4.72%Q4 2023Q4 20231
EJAN INNOVATOR EMERGING MAR...111.71%1.71%1.71%Q4 2023Q4 20231
VGK VANGUARD FTSE EUROPE ETF111.26%1.26%1.26%Q1 2023Q1 20231
FLJP FRANKLIN FTSE JAPAN ETF111.24%1.24%1.24%Q3 2023Q3 20231
AVUV AVANTIS U.S. SMALL CAP...111.03%1.03%1.03%Q4 2023Q4 20231
SLYV SPDR S&P 600 Small Cap...110.84%0.84%0.84%Q3 2018Q3 20181
TEUCRIUM AGRICULTURAL ...110.76%0.76%0.76%Q1 2023Q1 20231
SCHO Schwab Short Term US110.73%0.73%0.73%Q1 2019Q1 20191
SPEM SPDR PORTFOLIO EMERGIN...110.73%0.73%0.73%Q4 2022Q4 20221
DFJ WISDOMTREE JAPAN SMALL...110.67%0.67%0.67%Q4 2023Q4 20231
DLN Wisdomtree Largecap Div110.67%0.67%0.67%Q4 2014Q4 20141
TDTT FLEXSHARES IBOXX 3 YEA...110.61%0.61%0.61%Q4 2022Q4 20221
MCHI ISHARES MSCI CHINA ETF110.56%0.56%0.56%Q4 2023Q4 20231
DFE WISDOMTREE EUROPE SMAL...110.50%0.50%0.50%Q1 2023Q1 20231
GNMA ISHARES GNMA BOND ETF110.46%0.46%0.46%Q4 2023Q4 20231
GXC SPDR S&P CHINA ETF110.39%0.39%0.39%Q4 2023Q4 20231
AOA ISHARES CORE AGGRESSIV...110.32%0.32%0.32%Q3 2023Q3 20231
GUNR FLEXSHARES GLOBAL UPST...110.31%0.31%0.31%Q1 2021Q1 20211
DDAIY DAIMLER AG SPONSORED ADR110.31%0.31%0.31%Q3 2015Q3 20151
AHONY Koninklijke Ahold NV ADR110.30%0.30%0.30%Q3 2015Q3 20151
VTI VANGUARD TOTAL STOCK M...110.30%0.30%0.30%Q4 2022Q4 20221
PBSFY Prosiebnsat 1 Media110.28%0.28%0.28%Q3 2015Q3 20151
SKM S K Telecom Ltd Adr110.28%0.28%0.28%Q3 2015Q3 20151
OCLDY Orica Limited110.27%0.27%0.27%Q3 2015Q3 20151
RPV INVESCO S&P 500 PURE V...110.27%0.27%0.27%Q2 2021Q2 20211
SGSOY SGS SOC GEN SURVEILLNCE U110.26%0.26%0.26%Q3 2015Q3 20151
ISNPY Intesa Sanpaolo Spa110.26%0.26%0.26%Q3 2015Q3 20151
BNPQY BNP PARIBAS ADR110.26%0.26%0.26%Q3 2015Q3 20151
PUK PRUDENTIAL PLC-ADR110.25%0.25%0.25%Q3 2015Q3 20151
BCS BARCLAYS PLC ADR110.25%0.25%0.25%Q3 2015Q3 20151
BBL BHP Billiton Ltd ADR110.25%0.25%0.25%Q1 2015Q1 20151
AstraZeneca PLC ADR110.24%0.24%0.24%Q3 2015Q3 20151
WPP W P P PLC ADR110.24%0.24%0.24%Q3 2015Q3 20151
TSM Taiwan Semiconductr ADR110.24%0.24%0.24%Q3 2015Q3 20151
ORAN Orange SA ADR110.24%0.24%0.24%Q3 2015Q3 20151
SWRAY Swire Pacific Ltd. ADR110.24%0.24%0.24%Q3 2015Q3 20151
HNORY Harvey Norman Hldgs Adrf110.24%0.24%0.24%Q3 2015Q3 20151
CODYY Compagnie de Saint-Gob...110.24%0.24%0.24%Q3 2015Q3 20151
BTTGY BT Group PLC ADR110.24%0.24%0.24%Q3 2015Q3 20151
ING ING Groep N.V. ADR110.23%0.23%0.23%Q3 2015Q3 20151
RYCEY ROLLS-ROYCE HOLDINGS PLC110.22%0.22%0.22%Q3 2015Q3 20151
LYTS LSI INDS INC OHIO COM110.22%0.22%0.22%Q4 2022Q4 20221
PM Philip Morris Intl Inc110.19%0.19%0.19%Q2 2015Q2 20151
SYT Syngenta AG ADR110.18%0.18%0.18%Q3 2015Q3 20151
CAT Caterpillar Inc110.17%0.17%0.17%Q2 2015Q2 20151
H&R Real Estate Inve110.16%0.16%0.16%Q2 2015Q2 20151
NFLX Netflix Inc110.15%0.15%0.15%Q3 2015Q3 20151
VB VANGUARD SMALL-CAP IND...110.14%0.14%0.14%Q4 2020Q4 20201
COWZ PACER US CASH COWS 100...110.14%0.14%0.14%Q2 2023Q2 20231
RWJ INVESCO S&P SMALLCAP 6...110.12%0.12%0.12%Q1 2023Q1 20231
IEI ISHARES 3-7 YEAR TREAS...110.12%0.12%0.12%Q2 2022Q2 20221
VUG VANGUARD GROWTH INDEX ...110.12%0.12%0.12%Q1 2021Q1 20211
MGC VANGUARD MEGA CAP ETF110.12%0.12%0.12%Q4 2020Q4 20201
AGGY WISDOMTREE YIELD ENHAN...110.11%0.11%0.11%Q1 2021Q1 20211
PROSHARES BITCOIN STRA...110.10%0.10%0.10%Q4 2023Q4 20231
BONDBLOXX BLOOMBERG ON...110.10%0.10%0.10%Q4 2023Q4 20231
JMST JPMORGAN ULTRA-SHORT M...110.09%0.09%0.09%Q4 2023Q4 20231
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The securities at the top of the list , including ISHARES S&P 500 GROWTH ETF, VANGUARD FTSE DEVELOPED MARKETS ETF, and SPDR S&P DIVIDEND ETF, are the highest-conviction holdings of EisnerAmper Wealth Management Corporate Benefits, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by EisnerAmper Wealth Management Corporate Benefits, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that EisnerAmper Wealth Management Corporate Benefits, LLC owns currently or has owned in the past.