EisnerAmper Wealth Management Corporate Benefits, LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 3, 2024
Value $
$274M
Signature - Title
Steven Wang - Portfolio Manager
Location
Iselin, NJ
Summary
This page shows a list of all the recent 13F filings made by EisnerAmper Wealth Management Corporate Benefits, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EisnerAmper Wealth Management Corporate Benefits, LLC reported 67 stock holdings with total value $274M as of Q4 2023. Top holdings included AGG, VIG, IVV, IVW, and VIGI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 67 $274M +$83.5M -$51.9M +$31.7M AGG, VIG, IVV, IVW, VIGI 13F-HR 1/3/2024, 09:35 AM
Q3 2023 57 $224M +$83.7M -$60.6M +$23M IVV, IVW, SDY, AGG, DGS 13F-HR 10/10/2023, 11:54 AM
Q2 2023 55 $209M +$22.3M -$25.9M -$3.56M IVW, VEA, DGS, VYM, DES 13F-HR 7/11/2023, 09:33 AM
Q1 2023 51 $207M +$23.1M -$18.2M +$4.89M IVW, VEA, DGS, SDY, VYM 13F-HR 4/4/2023, 09:22 AM
Q4 2022 52 $196M +$12.6M -$4.75M +$7.89M IVW, VEA, SDY, DGS, VYM 13F-HR 1/3/2023, 09:53 AM
Q3 2022 41 $175M +$8.16M -$10.9M -$2.73M IVW, VEA, SDY, DGS, DES 13F-HR 10/3/2022, 10:47 AM
Q2 2022 43 $188M +$14.6M -$9.63M +$4.92M IVW, VEA, DGS, SDY, DES 13F-HR 7/1/2022, 08:37 AM
Q1 2022 50 $208M +$15.2M -$17.2M -$2.04M IVW, VEA, DGS, SDY, DES 13F-HR 4/1/2022, 09:30 AM
Q4 2021 48 $220M +$19M -$7.73M +$11.2M IVW, SDY, VEA, DGS, DES 13F-HR 1/3/2022, 10:24 AM
Q3 2021 48 $199M +$10.6M -$8.2M +$2.41M IVW, VEA, DGS, DES, VYM 13F-HR 10/1/2021, 10:24 AM
Q2 2021 49 $198M +$10.4M -$4.23M +$6.18M IVW, VEA, DGS, DES, VYM 13F-HR 7/1/2021, 09:41 AM
Q1 2021 47 $185M +$6.11M -$4.41M +$1.7M IVW, VEA, DGS, DES, SDY 13F-HR 4/1/2021, 01:51 PM
Q4 2020 47 $175M +$40.4M -$15.1M +$25.4M IVW, VEA, DGS, DES, VYM 13F-HR 1/4/2021, 11:08 AM
Q3 2020 44 $152M +$8.66M -$10.3M -$1.66M IVW, VEA, DGS, SDY, DGRW 13F-HR 10/1/2020, 12:59 PM
Q2 2020 44 $146M +$21.6M -$44.5M -$22.8M IVW, VEA, DGS, VYM, SDY 13F-HR 7/1/2020, 08:14 AM
Q1 2020 35 $147M +$48.7M -$16.2M +$32.5M VYM, IVW, VIG, DGS, SDY 13F-HR 4/1/2020, 01:35 PM
Q4 2019 35 $146M +$3.34M -$2.71M +$638K IVW, VEA, SDY, DGS, DES 13F-HR 1/2/2020, 11:39 AM
Q3 2019 34 $138M +$3.81M -$134K +$3.68M IVW, VEA, DGS, SDY, DES 13F-HR 10/1/2019, 09:46 AM
Q2 2019 32 $134M +$2.61M -$15.5M -$12.9M IVW, VEA, DGS, SDY, DES 13F-HR 7/1/2019, 11:42 AM
Q1 2019 38 $134M +$9.66M -$3.4M +$6.27M IVW, VEA, DGS, SDY, VYM 13F-HR 4/1/2019, 12:06 PM
Q4 2018 35 $116M +$7.82M -$7.62M +$204K IVW, VEA, DGS, SDY, VYM 13F-HR 1/2/2019, 11:21 AM
Q3 2018 36 $129M +$6.38M -$3.83M +$2.56M IVW, VEA, SDY, DGS, DES 13F-HR 10/2/2018, 03:52 PM
Q2 2018 34 $123M +$10.9M -$6.46M +$4.41M IVW, VEA, DGS, DES, SDY Restatement 7/5/2018, 01:32 PM
Q1 2018 33 $119M +$4.71M -$7.21M -$2.49M IVW, VEA, DGS, SDY, DES 13F-HR 4/2/2018, 10:41 AM
Q4 2017 34 $123M +$13.4M -$2.84M +$10.5M IVW, VEA, DGS, SDY, DES 13F-HR 1/2/2018, 12:01 PM
Q3 2017 30 $116M +$1.55M -$5.74M -$4.19M IVW, VEA, DGS, SDY, DES 13F-HR 10/4/2017, 08:17 AM
Q2 2017 31 $116M +$1.78M -$3.29M -$1.5M IVW, VEA, SDY, DGS, VYM 13F-HR 7/3/2017, 10:25 AM
Q1 2017 30 $115M +$16.1M -$22.6M -$6.52M IVW, VEA, SDY, DGS, VYM 13F-HR 4/3/2017, 10:43 AM
Q4 2016 28 $117M +$486K -$1.22M -$734K IVW, VEA, SDY, DEM, VYM 13F-HR 1/3/2017, 12:16 PM
Q3 2016 29 $116M +$3.43M -$133K +$3.3M IVW, VEA, SDY, DEM, VYM 13F-HR 10/4/2016, 10:11 AM
Q2 2016 27 $109M +$3.37M -$1.62M +$1.75M IVW, VEA, SDY, VYM, DEM 13F-HR 7/5/2016, 11:05 AM
Q1 2016 26 $106M +$3.25M -$1.45M +$1.8M IVW, VEA, SDY, VYM, DEM 13F-HR 4/1/2016, 02:00 PM
Q4 2015 28 $102M +$5.74M -$48.1M -$42.4M IVW, VEA, SDY, VYM, DEM Restatement 1/11/2016, 09:37 AM
Q3 2015 108 $142M +$29.1M -$8.2M +$20.9M IVW, VEA, SDY, VYM, JNK 13F-HR 10/2/2015, 02:40 PM
Q2 2015 96 $130M +$22.5M -$23.1M -$511K IVW, VEA, SDY, DEM, VYM 13F-HR 7/16/2015, 08:59 AM
Q1 2015 80 $132M +$5.48M -$1.53M +$3.95M IVW, SDY, VEA, JNK, DEM 13F-HR 4/7/2015, 01:37 PM
Q4 2014 79 $126M $0 $0 IVW, SDY, VEA, JNK, DEM 13F-HR 1/6/2015, 12:07 PM