Notify me when EisnerAmper Wealth Management Corporate Benefits, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 67 | $273,719,000 | +$83,549,058 | -$51,877,989 | +$31,671,069 | AGG, VIG, IVV, IVW, VIGI | 13F-HR | 03 Jan 2024, 09:35 |
| Q3 2023 | 57 | $224,038,000 | +$83,691,989 | -$60,648,220 | +$23,043,769 | IVV, IVW, SDY, AGG, DGS | 13F-HR | 10 Oct 2023, 11:54 |
| Q2 2023 | 55 | $208,904,000 | +$22,312,773 | -$25,871,784 | -$3,559,011 | IVW, VEA, DGS, VYM, DES | 13F-HR | 11 Jul 2023, 09:33 |
| Q1 2023 | 51 | $206,750,000 | +$23,101,026 | -$18,208,029 | +$4,892,997 | IVW, VEA, DGS, SDY, VYM | 13F-HR | 04 Apr 2023, 09:22 |
| Q4 2022 | 52 | $195,743,000 | +$12,638,812 | -$4,752,681 | +$7,886,131 | IVW, VEA, SDY, DGS, VYM | 13F-HR | 03 Jan 2023, 09:53 |
| Q3 2022 | 41 | $175,482,000 | +$8,157,345 | -$10,886,640 | -$2,729,295 | IVW, VEA, SDY, DGS, DES | 13F-HR | 03 Oct 2022, 10:47 |
| Q2 2022 | 43 | $188,297,000 | +$14,552,975 | -$9,630,796 | +$4,922,179 | IVW, VEA, DGS, SDY, DES | 13F-HR | 01 Jul 2022, 08:37 |
| Q1 2022 | 50 | $208,268,000 | +$15,188,267 | -$17,228,500 | -$2,040,233 | IVW, VEA, DGS, SDY, DES | 13F-HR | 01 Apr 2022, 09:30 |
| Q4 2021 | 48 | $219,873,000 | +$18,967,446 | -$7,725,034 | +$11,242,412 | IVW, SDY, VEA, DGS, DES | 13F-HR | 03 Jan 2022, 10:24 |
| Q3 2021 | 48 | $198,612,000 | +$10,613,515 | -$8,198,811 | +$2,414,704 | IVW, VEA, DGS, DES, VYM | 13F-HR | 01 Oct 2021, 10:24 |
| Q2 2021 | 49 | $198,143,000 | +$10,412,620 | -$4,227,702 | +$6,184,918 | IVW, VEA, DGS, DES, VYM | 13F-HR | 01 Jul 2021, 09:41 |
| Q1 2021 | 47 | $185,310,000 | +$6,111,333 | -$4,413,813 | +$1,697,520 | IVW, VEA, DGS, DES, SDY | 13F-HR | 01 Apr 2021, 13:51 |
| Q4 2020 | 47 | $174,630,000 | +$40,436,534 | -$15,072,352 | +$25,364,182 | IVW, VEA, DGS, DES, VYM | 13F-HR | 04 Jan 2021, 11:08 |
| Q3 2020 | 44 | $152,168,000 | +$8,661,199 | -$10,321,414 | -$1,660,215 | IVW, VEA, DGS, SDY, DGRW | 13F-HR | 01 Oct 2020, 12:59 |
| Q2 2020 | 44 | $146,238,000 | +$21,644,935 | -$44,454,915 | -$22,809,980 | IVW, VEA, DGS, VYM, SDY | 13F-HR | 01 Jul 2020, 08:14 |
| Q1 2020 | 35 | $147,337,000 | +$48,689,594 | -$16,168,868 | +$32,520,726 | VYM, IVW, VIG, DGS, SDY | 13F-HR | 01 Apr 2020, 13:35 |
| Q4 2019 | 35 | $145,870,000 | +$3,343,921 | -$2,705,422 | +$638,499 | IVW, VEA, SDY, DGS, DES | 13F-HR | 02 Jan 2020, 11:39 |
| Q3 2019 | 34 | $138,007,000 | +$3,814,401 | -$134,193 | +$3,680,208 | IVW, VEA, DGS, SDY, DES | 13F-HR | 01 Oct 2019, 09:46 |
| Q2 2019 | 32 | $134,490,000 | +$2,613,119 | -$15,527,360 | -$12,914,241 | IVW, VEA, DGS, SDY, DES | 13F-HR | 01 Jul 2019, 11:42 |
| Q1 2019 | 38 | $133,864,000 | +$9,662,724 | -$3,396,645 | +$6,266,079 | IVW, VEA, DGS, SDY, VYM | 13F-HR | 01 Apr 2019, 12:06 |
| Q4 2018 | 35 | $115,924,000 | +$7,821,461 | -$7,617,055 | +$204,406 | IVW, VEA, DGS, SDY, VYM | 13F-HR | 02 Jan 2019, 11:21 |
| Q3 2018 | 36 | $129,477,000 | +$6,384,804 | -$3,825,910 | +$2,558,894 | IVW, VEA, SDY, DGS, DES | 13F-HR | 02 Oct 2018, 15:52 |
| Q2 2018 | 34 | $122,924,000 | +$10,862,977 | -$6,456,904 | +$4,406,073 | IVW, VEA, DGS, DES, SDY | Restatement | 05 Jul 2018, 13:32 |
| Q1 2018 | 33 | $119,212,000 | +$4,714,968 | -$7,205,085 | -$2,490,117 | IVW, VEA, DGS, SDY, DES | 13F-HR | 02 Apr 2018, 10:41 |
| Q4 2017 | 34 | $123,065,000 | +$13,379,275 | -$2,839,205 | +$10,540,070 | IVW, VEA, DGS, SDY, DES | 13F-HR | 02 Jan 2018, 12:01 |
| Q3 2017 | 30 | $116,285,000 | +$1,554,894 | -$5,743,116 | -$4,188,222 | IVW, VEA, DGS, SDY, DES | 13F-HR | 04 Oct 2017, 08:17 |
| Q2 2017 | 31 | $116,266,000 | +$1,784,247 | -$3,286,922 | -$1,502,675 | IVW, VEA, SDY, DGS, VYM | 13F-HR | 03 Jul 2017, 10:25 |
| Q1 2017 | 30 | $115,383,000 | +$16,101,486 | -$22,618,339 | -$6,516,853 | IVW, VEA, SDY, DGS, VYM | 13F-HR | 03 Apr 2017, 10:43 |
| Q4 2016 | 28 | $116,614,000 | +$486,199 | -$1,219,930 | -$733,731 | IVW, VEA, SDY, DEM, VYM | 13F-HR | 03 Jan 2017, 12:16 |
| Q3 2016 | 29 | $116,418,000 | +$3,428,012 | -$132,555 | +$3,295,457 | IVW, VEA, SDY, DEM, VYM | 13F-HR | 04 Oct 2016, 10:11 |
| Q2 2016 | 27 | $109,438,000 | +$3,366,195 | -$1,615,493 | +$1,750,702 | IVW, VEA, SDY, VYM, DEM | 13F-HR | 05 Jul 2016, 11:05 |
| Q1 2016 | 26 | $105,894,000 | +$3,252,691 | -$1,454,949 | +$1,797,742 | IVW, VEA, SDY, VYM, DEM | 13F-HR | 01 Apr 2016, 14:00 |
| Q4 2015 | 28 | $101,631,000 | +$5,735,052 | -$48,124,649 | -$42,389,597 | IVW, VEA, SDY, VYM, DEM | Restatement | 11 Jan 2016, 09:37 |
| Q3 2015 | 108 | $141,848,000 | +$29,090,090 | -$8,203,814 | +$20,886,276 | IVW, VEA, SDY, VYM, JNK | 13F-HR | 02 Oct 2015, 14:40 |
| Q2 2015 | 96 | $130,029,000 | +$22,543,439 | -$23,054,633 | -$511,194 | IVW, VEA, SDY, DEM, VYM | 13F-HR | 16 Jul 2015, 08:59 |
| Q1 2015 | 80 | $132,146,000 | +$5,478,690 | -$1,533,387 | +$3,945,303 | IVW, SDY, VEA, JNK, DEM | 13F-HR | 07 Apr 2015, 13:37 |
| Q4 2014 | 79 | $125,992,000 | $0 | $0 | $0 | IVW, SDY, VEA, JNK, DEM | 13F-HR | 06 Jan 2015, 12:07 |