EisnerAmper Wealth Management Corporate Benefits, LLC 13F 持仓 · 最近申报 2023年Q4

EisnerAmper Wealth Management Corporate Benefits 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 2.74 亿美元。前几大持仓：AGG（16.99%）、VIG（7.44%）、IVV（4.99%）。本季前 25 大持仓中：新建仓 3 只、增持 2 只、减持 20 只。

排名	代码	公司	市值	占组合	股数	变动
1	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	$46.5M	16.99%	468,671	增持
2	VIG	VANGUARD DIVIDEND APPRECIATION ETF	$20.4M	7.44%	119,539	增持
3	IVV	ISHARES CORE S&P 500 ETF	$13.7M	4.99%	28,625	减持
4	IVW	ISHARES S&P 500 GROWTH ETF	$13.1M	4.80%	175,092	减持
5	VIGI	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	$12.9M	4.72%	162,939	新建仓
6	SDY	SPDR S&P Dividend ETF	$10.6M	3.89%	85,162	减持
7	DGS	WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	$10.2M	3.74%	205,081	减持
8	DGRW	WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	$10.2M	3.73%	145,223	减持
9	DES	WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	$9.2M	3.34%	284,436	减持
10	SCHD	SCHWAB US DIVIDEND EQUITY ETF	$8.8M	3.23%	116,195	减持
11	QQQM	INVESCO NASDAQ 100 ETF	$8.5M	3.11%	50,548	减持
12	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$8.0M	2.91%	166,406	减持
13	EFV	ISHARES MSCI EAFE VALUE ETF	$6.1M	2.23%	117,288	减持
14	EFG	ISHARES MSCI EAFE GROWTH ETF	$5.7M	2.08%	58,861	减持
15	EJAN	INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY	$4.7M	1.71%	163,361	新建仓
16	FJAN	FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY	$4.4M	1.59%	109,521	减持
17	JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	$4.4M	1.59%	79,233	减持
18	SMB	VANECK SHORT MUNI ETF	$4.2M	1.54%	246,337	减持
19	XHLF	BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF	$4.2M	1.54%	84,060	减持
20	IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$3.9M	1.41%	33,172	减持
21	VTWO	VANGUARD RUSSELL 2000 ETF	$3.8M	1.40%	47,264	减持
22	BSV	VANGUARD SHORT-TERM BOND ETF	$3.8M	1.38%	48,890	减持
23	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	$3.4M	1.24%	32,541	减持
24	ISCV	ISHARES MORNINGSTAR SMALL CAP VALUE ETF	$3.0M	1.11%	51,460	减持
25	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$2.8M	1.03%	31,430	新建仓

来源：SEC 13F 申报文件 · 截至 2023-12-31

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR