Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but EisnerAmper Wealth Management Corporate Benefits, LLC's latest available filing here is Q4 2023.

EisnerAmper Wealth Management Corporate Benefits, LLC

•CIK: 1624809•Filing: Q4 2023

EisnerAmper Wealth Management Corporate Benefits, LLC manages $274M across a diversified portfolio of 67 holdings. The strategy exhibits a clear tilt toward income and quality, evidenced by significant allocations to fixed income and dividend-focused ETFs. Top positions include AGG at $46.5M, followed by VIG ($20.4M) and IVV ($13.7M). This structure suggests a focus on capital preservation and reliable yield generation for institutional clients.

Total AUM
$273.7M
QoQ Performance
N/A
Positions
67
Top 10 Concentration
56.9%
Latest Filing
Q4 2023

Top Holdings Allocation

AGG
VIG
AGG17.0%
VIG7.4%
IVV5.0%
IVW4.8%
VIGI4.7%
SDY3.9%
DGS3.7%
DGRW3.7%

📈 Biggest Buys

AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
NEW
17.0% of portfolio
VIG
VANGUARD DIVIDEND APPRECIATION ETF
NEW
7.4% of portfolio
IVV
ISHARES CORE S&P 500 ETF
NEW
5.0% of portfolio
IVW
ISHARES S&P 500 GROWTH ETF
NEW
4.8% of portfolio
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
NEW
4.7% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other94.9%
ETF5.1%

Changes from Q3 2023

NEW67 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

AGG17.0%
ISHARES CORE U.S. AGGREGATE BOND ETF
$46.5M
VIG7.4%
VANGUARD DIVIDEND APPRECIATION ETF
$20.4M
IVV5.0%
ISHARES CORE S&P 500 ETF
$13.7M
IVW4.8%
ISHARES S&P 500 GROWTH ETF
$13.1M
VIGI4.7%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$12.9M

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