Eisneramper Wealth Management Corporate Benefits, LLC Top Holdings and 13F Report (2024) → The Hard Truth About Investing For Retirement (From Insiders Exposed) (Ad) About Eisneramper Wealth Management Corporate Benefits, LLCInvestment ActivityEisneramper Wealth Management Corporate Benefits, LLC has $273.72 thousand in total holdings as of December 31, 2023.Eisneramper Wealth Management Corporate Benefits, LLC owns shares of 67 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 30.52% of the portfolio was purchased this quarter.About 18.95% of the portfolio was sold this quarter.This quarter, Eisneramper Wealth Management Corporate Benefits, LLC has purchased 57 new stocks and bought additional shares in 7 stocks.Eisneramper Wealth Management Corporate Benefits, LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $46,516Vanguard Dividend Appreciation ETF $20,369iShares Core S&P 500 ETF $13,672iShares S&P 500 Growth ETF $13,149Vanguard International Dividend Appreciation ETF $12,928 Largest New Holdings this Quarter Vanguard International Dividend Appreciation ETF $12,928 HoldingInnovator MSCI Emerging Markets Power Buffer ETF - January $4,684 HoldingAvantis U.S. Small Cap Value ETF $2,822 HoldingWisdomTree Japan SmallCap Dividend Fund $1,835 HoldingiShares MSCI China ETF $1,546 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 362,014 shares (about $35.93K)Vanguard Dividend Appreciation ETF 89,149 shares (about $15.19K)Vanguard International Dividend Appreciation ETF 162,939 shares (about $12.93K)Innovator MSCI Emerging Markets Power Buffer ETF - January 163,361 shares (about $4.68K)Avantis U.S. Small Cap Value ETF 31,430 shares (about $2.82K) Largest Sales this Quarter iShares Core S&P 500 ETF 14,853 shares (about $7.09K)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 103,113 shares (about $5.18K)JPMorgan Equity Premium Income ETF 93,711 shares (about $5.15K)Goldman Sachs TreasuryAccess 0-1 Year ETF 32,619 shares (about $3.26K)iShares S&P 500 Growth ETF 24,046 shares (about $1.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEisneramper Wealth Management Corporate Benefits, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$46,516$35,930 ▲339.4%468,67117.0%FinanceVIGVanguard Dividend Appreciation ETF$20,369$15,191 ▲293.3%119,5397.4%ETFIVViShares Core S&P 500 ETF$13,672$7,094 ▼-34.2%28,6255.0%ETFIVWiShares S&P 500 Growth ETF$13,149$1,806 ▼-12.1%175,0924.8%ETFVIGIVanguard International Dividend Appreciation ETF$12,928$12,928 ▲New Holding162,9394.7%ETFSDYSPDR S&P Dividend ETF$10,643$1,197 ▼-10.1%85,1623.9%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$10,238$491 ▼-4.6%205,0813.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$10,206$653 ▼-6.0%145,2233.7%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$9,150$106 ▼-1.1%284,4363.3%FinanceSCHDSchwab US Dividend Equity ETF$8,846$422 ▼-4.6%116,1953.2%ETFQQQMInvesco NASDAQ 100 ETF$8,519$1,618 ▼-16.0%50,5483.1%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$7,971$752 ▼-8.6%166,4062.9%ETFEFViShares MSCI EAFE Value ETF$6,111$250 ▼-3.9%117,2882.2%ETFEFGiShares MSCI EAFE Growth ETF$5,701$239 ▼-4.0%58,8612.1%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$4,684$4,684 ▲New Holding163,3611.7%ETFFJANFT Vest U.S. Equity Buffer ETF - January$4,362$294 ▼-6.3%109,5211.6%ETFJEPIJPMorgan Equity Premium Income ETF$4,356$5,152 ▼-54.2%79,2331.6%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$4,220$5,177 ▼-55.1%84,0601.5%ETFSMBVanEck Short Muni ETF$4,210$319 ▼-7.1%246,3371.5%ETFIWSiShares Russell Mid-Cap Value ETF$3,858$173 ▼-4.3%33,1721.4%ETFVTWOVanguard Russell 2000 ETF$3,833$170 ▼-4.3%47,2641.4%ETFBSVVanguard Short-Term Bond ETF$3,765$1,206 ▼-24.3%48,8901.4%ETFIWPiShares Russell Mid-Cap Growth ETF$3,399$178 ▼-5.0%32,5411.2%ETFISCViShares Morningstar Small-Cap Value ETF$3,047$253 ▼-7.7%51,4601.1%ETFAVUVAvantis U.S. Small Cap Value ETF$2,822$2,822 ▲New Holding31,4301.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,796$291 ▼-9.4%33,4281.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,634$75 ▼-2.8%52,0841.0%ETFMUBiShares National Muni Bond ETF$2,618$183 ▼-6.5%24,1451.0%ETFFBNDFidelity Total Bond ETF$2,535$155 ▼-5.7%55,0520.9%ETFDONWisdomTree U.S. MidCap Dividend Fund$2,433$283 ▼-10.4%53,2540.9%FinanceJNKSPDR Bloomberg High Yield Bond ETF$2,404$1,748 ▼-42.1%25,3770.9%FinanceRFGInvesco S&P MidCap 400 Pure Growth ETF$2,093$244 ▼-10.4%50,7320.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,004$138 ▼-6.4%69,6440.7%ManufacturingIWFiShares Russell 1000 Growth ETF$1,959$50 ▼-2.5%6,4620.7%ETFDFJWisdomTree Japan SmallCap Dividend Fund$1,835$1,835 ▲New Holding24,4960.7%FinanceTIPiShares TIPS Bond ETF$1,778$1,513 ▲569.8%16,5380.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,708$1,298 ▼-43.2%17,7160.6%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$1,598$1,426 ▼-47.2%77,4980.6%ETFMCHIiShares MSCI China ETF$1,546$1,546 ▲New Holding37,9600.6%ETFGOVTiShares U.S. Treasury Bond ETF$1,517$1,517 ▲New Holding65,8500.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,455$28 ▼-1.9%14,7540.5%ETFGLDMSPDR Gold MiniShares Trust$1,354$949 ▼-41.2%33,1050.5%FinancePWVInvesco Large Cap Value ETF$1,345$47 ▼-3.3%26,4980.5%ETFINDAiShares MSCI India ETF$1,302$1,302 ▲New Holding26,6690.5%ETFGNMAiShares GNMA Bond ETF$1,270$1,270 ▲New Holding28,6930.5%ETFGXCSPDR S&P China ETF$1,061$1,061 ▲New Holding15,5770.4%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$917$123 ▼-11.9%8,2110.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$766$324 ▲73.2%14,5140.3%ETFEFAiShares MSCI EAFE ETF$615$28 ▼-4.4%8,1600.2%FinanceVBKVanguard Small-Cap Growth ETF$607$1,013 ▼-62.5%2,5110.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$404$17 ▼-4.1%4,0460.1%ETFSPYSPDR S&P 500 ETF Trust$376$85 ▼-18.5%7920.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$339$124 ▲58.0%4,1370.1%ManufacturingIHDGWisdomTree International Hedged Quality Dividend Growth Fund$3310.0%7,8900.1%FinanceQLDProShares Ultra QQQ$326$0 ▲0.0%4,2860.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$311$0 ▲0.1%3,7460.1%ETFQQQInvesco QQQ$294$14 ▼-4.5%7170.1%FinanceGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$291$3,259 ▼-91.8%2,9130.1%ETFVBRVanguard Small-Cap Value ETF$285$16 ▼-5.3%1,5860.1%ETFAORiShares Core Growth Allocation ETF$283$541 ▼-65.7%5,3190.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$280$280 ▲New Holding3,4430.1%ETFBITOProShares Bitcoin Strategy ETF$275$275 ▲New Holding13,4040.1%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$259$259 ▲New Holding5,1970.1%ETFJPSTJPMorgan Ultra-Short Income ETF$252$652 ▼-72.1%5,0080.1%ETFXLKTechnology Select Sector SPDR Fund$249$249 ▲New Holding1,2920.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$237$237 ▲New Holding4,6720.1%ETFSQQQProShares UltraPro Short QQQ$202$202 ▲New Holding15,0000.1%ETFFLJHFranklin FTSE Japan Hedged ETF$0$4,393 ▼-100.0%00.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$0$3,541 ▼-100.0%00.0%FinanceFLJPFranklin FTSE Japan ETF$0$2,787 ▼-100.0%00.0%ETFAOAiShares Core Aggressive Allocation ETF$0$726 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$218 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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