Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC

Time Period2018-12-31

Total Holdings35

Total Value ($x1000)115,924
Activities
New6

Increased18

Unchanged6

Decreased5

Sold Out7

Top 10 Stock Holdingstotal 71.45%
IVW15.03

VEA9.88

DGS7.65

SDY7.62

VYM7.05

 
DES6.69

DGRW5.37

JNK4.44

SMB4.03

BSV3.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
15.03%
S&P 500 GRWT ETF
VEA
9.88%
FTSE DEV MKT ETF
DGS
7.65%
EMG MKTS SMCAP
SDY
7.62%
S&P DIVID ETF
VYM
7.05%
HIGH DIV YLD
DES
6.69%
SMALLCAP DIVID
DGRW
5.37%
US DIVD GRT FD
JNK
4.44%
BRC HGH YLD BD
SMB
4.03%
MKTVEC SMUNETF
BSV
3.69%
SHORT TRM BOND
JPHF
3.3%
DIVERSIFIED ET
PCY
3.25%
EMRNG MKT SVRG
DON
2.88%
MIDCAP DIVI FD
VGSH
2.75%
SHTRM GVT BD ETF
VBK
1.99%
SML CP GRW ETF
SLYG
1.72%
S&P 600 SMCP GRW
IWF
1.63%
RUS 1000 GRW ETF
IWP
1.63%
RUS MD CP GR ETF
JKL
1.6%
MRNING SM CP ETF
PWV
1.07%
DYNM LRG CP VL
TIP
0.99%
TIPS BD ETF
MINT
0.96%
ENHAN SHRT MAT
EFA
0.63%
MSCI EAFE ETF
GBIL
0.62%
TREASURYACCESS
IVV
0.58%
CORE S&P500 ETF
GOVT
0.54%
U.S. TRS BD ETF
VV
0.46%
LARGE CAP ETF
VBR
0.28%
SM CP VAL ETF
DEM
0.27%
EMERG MKTS ETF
HYG
0.26%
IBOXX HI YD ETF
IWS
0.26%
RUS MDCP VAL ETF
IAU
0.24%
ISHARES
EEM
0.24%
MSCI EMG MKT ETF
ITM
0.21%
MKTVEC INTMUETF
GLDM
0.21%
SPDR GLD MINIS
RFG
1.45%
GUG S&P MC400 PG
QQQ
1.4%
UNIT SER 1
SLYV
0.83%
S&P 600 SMCP VAL
JPST
0.69%
ULTRA SHRT INC
EWJ
0.36%
MSCI JPN ETF NEW
FBND
0.24%
TOTAL BD ETF
DLS
0.21%
INTL SMCAP DIV