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Institutional Investment Manager
EisnerAmper Wealth Management Corporate Benefits, LLC
EisnerAmper Wealth Management Corporate Benefits, LLC (CIK: 0001624809) incorporated in New Jersey, located at 111 Wood Ave S., Iselin, NJ. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q4)
Original 13F HR (0001624809-16-000005) filed in 2016.01.04
#
Name
Shares
Value ($)
%
Options
Notes
101 WELLTOWER INC. 10,151 691 0.46%
102 WISDOMTREE TR 75,018 4,359 2.90%
103 WISDOMTREE TR 82,933 5,385 3.58%
104 WISDOMTREE TR 200,341 6,339 4.22%
105 WISDOMTREE TR 35,824 2,884 1.92%
106 WPP PLC NEW 3,761 432 0.29%
107 XCEL ENERGY INC 21,370 767 0.51%
108 YUM BRANDS INC 5,335 390 0.26%
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Restatement filing (0001624809-16-000006) filed in 2016.01.11, by the way our system suggest this is a New Holding filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 147,918 17,129 16.85%
2 VANGUARD TAX-MANAGED FDS 314,744 11,557 11.37%
3 SPDR SER TR 121,151 8,913 8.77%
4 VANGUARD WHITEHALL FDS 107,621 7,184 7.07%
5 WISDOMTREE TR 200,341 6,339 6.24%
6 SPDR SERIES TRUST 183,322 6,216 6.12%
7 WISDOMTREE TR 82,933 5,385 5.30%
8 POWERSHARES ETF TR II 173,890 4,749 4.67%
9 Market Vectors Short Term Muni 256,600 4,498 4.43%
10 WISDOMTREE TR 75,018 4,359 4.29%
11 VANGUARD BD INDEX FDS 42,024 3,344 3.29%
12 WISDOMTREE TR 35,824 2,884 2.84%
13 ISHARES TR 26,247 2,879 2.83%
14 PIMCO ETF TR 20,206 2,033 2.00%
15 ISHARES TR 18,399 1,830 1.80%
16 SPDR S&P 600 SMALL CAP GROWTH ETF 8,954 1,545 1.52%
17 RYDEX ETF TRUST 12,131 1,513 1.49%
18 POWERSHARES ETF TRUST 50,320 1,464 1.44%
19 VANGUARD INDEX FDS 11,961 1,453 1.43%
20 ISHARES TR 12,502 1,435 1.41%
21 ISHARES TR 15,597 1,434 1.41%
22 ISHARES TR 21,796 1,280 1.26%
23 SPDR NUVEEN BARLCAYS SOHRT TER 20,336 495 0.49%
24 ISHARES TR 5,555 448 0.44%
25 ISHARES TR 11,569 372 0.37%
26 ISHARES TR 4,651 319 0.31%
27 VANGUARD INDEX FDS 2,918 288 0.28%
28 Van Eck 11,915 286 0.28%