EisnerAmper Wealth Management Corporate Benefits, buys SPDR Dividend ETF, SPDR Portfolio TIPS …

Investment company Benefits of EisnerAmper Wealth Management, (Current portfolio) buys SPDR Dividend ETF, SPDR Portfolio TIPS ETF, BTC iShares US Treasury Bond ETF, JPMorgan Ultra-Short Income ETF, iShares 0-5 Year TIPS Bond ETF, sells iShares MSCI Japan ETF, Xtrackers MSCI Europe Hedged Equity ETF, iShares 7- 10 Year Treasury Bond ETF, Invesco Optimum Yield Diversified Commodity, Technology Select Sector SPDR ETF during the quarter ended 2021Q4, according to the latest documents filed by the investment company, EisnerAmper Wealth Management Corporate Benefits,. As of Q4 2021, EisnerAmper Wealth Management Corporate Benefits, owns 48 shares with a total value of $ 220 million. These are the details of buying and selling.

  • New purchases: JPST, QLD, SCHD, AGG,

  • Added positions: SDY, SPIP, GOVT, STIP, VEA, DGS, GLDM, IVV, DGRW, INDA, JNK, MUB, SHV, VBK, JKL, SLYG, RFG, IWP, TIP, MBB,

  • Reduced positions: IVW, PDBC, VYM, SMB, GBIL, MINT,

  • Solder: EWJ, DBEU, IEF, XLK,

For more details on EisnerAmper Wealth Management Benefits, LLC Stocks Buy and Sell,
go to https://www.gurufocus.com/guru/eisneramper+wealth+management+corporate+benefits%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC

  1. IShares S&P 500 Growth ETF (IVW) – 357,161 shares, 13.59% of the total portfolio. Shares reduced by 1.56%

  2. SPDR Dividend ETF (SDY) – 187,336 shares, 11.00% of the total portfolio. 84.19% added shares

  3. Vanguard FTSE Developed Markets ETF (VEA) – 341,365 shares, 7.93% of the total portfolio. 2.76% added shares

  4. WisdomTree Emerging Markets Small Cap Dividend Fund (SGD) – 281,630 shares, or 6.78% of the total portfolio. 2.68% added shares

  5. WisdomTree US Small Cap Dividend Fund (FROM) – 435,875 shares, 6.51% of the total portfolio. 0.84% ​​added shares

New purchase: JPMorgan Ultra-Short Income ETF (JPST)

EisnerAmper Wealth Management Corporate Benefits, initiated a stake in JPMorgan Ultra-Short Income ETF. Purchase prices ranged from $ 50.47 to $ 50.65, with an estimated average price of $ 50.56. The stock is now trading at around $ 50.480,000. The impact on a portfolio of this purchase was 0.37%. The holding was 16,248 shares as of 12/31/21.

New purchase: ProShares Ultra QQQ (QLD)

EisnerAmper Wealth Management Corporate Benefits, initiated a stake in ProShares Ultra QQQ. Purchase prices ranged from $ 70.69 to $ 92.38, with an estimated average price of $ 84.6. The stock is now trading at around $ 90.870000. The impact on a portfolio of this purchase was 0.17%. The holding was 4,245 shares as of 12/31/21.

New Buy: iShares Core US Aggregate Bond ETF (AGG)

EisnerAmper Wealth Management Corporate Benefits, initiated a stake in iShares Core US Aggregate Bond ETF. Purchase prices ranged from $ 113.17 to $ 115.05, with an estimated average price of $ 114.13. The stock is now trading at around $ 113,300,000. The impact on a portfolio of this purchase was 0.09%. There were 1,779 shares held at 12/31/2021.

New purchase: Schwab US Dividend Equity ETF (SCHD)

EisnerAmper Wealth Management Corporate Benefits, initiated a stake in Schwab US Dividend Equity ETF. Purchase prices ranged from $ 74.34 to $ 80.86, with an estimated average price of $ 77.53. The stock is now trading at around $ 80.810,000. The impact on a portfolio of this purchase was 0.09%. The holding was 2,569 shares as of 12/31/21.

Added: SPDR Dividend ETF (SDY)

EisnerAmper Wealth Management Corporate Benefits, added 84.19% to a stake in SPDR Dividend ETF. Purchase prices ranged from $ 117.33 to $ 129.12, with an estimated average price of $ 122.95. The stock is now trading at around $ 129.010000. The impact on a portfolio of this purchase was 5.03%. The holding was 187,336 shares as of 12/31/21.

Addition: SPDR Portfolio TIPS ETF (SPIP)

EisnerAmper Wealth Management Corporate Benefits, added 125.36% to a stake in SPDR Portfolio TIPS ETF. Purchase prices ranged from $ 31 to $ 31.87, with an estimated average price of $ 31.38. The stock is now trading at around $ 31.260000. The impact on a portfolio of this purchase was 0.85%. The holding was 106,142 shares as of 12/31/2021.

Add: BTC iShares US Treasury Bond ETF (GOVT)

EisnerAmper Wealth Management Corporate Benefits, added 140.19% to a stake in BTC iShares US Treasury Bond ETF. Purchase prices ranged from $ 26.19 to $ 26.72, with an estimated average price of $ 26.43. The stock is now trading at around $ 26.220000. The impact on a portfolio of this purchase was 0.66%. The holding was 93,504 shares as of 12/31/2021.

Added: iShares 0-5 Year TIPS Bond ETF (STIP)

EisnerAmper Wealth Management Corporate Benefits, added to a 32.64% stake in iShares 0-5 Year TIPS Bond ETF. Purchase prices ranged from $ 104.69 to $ 106.26, with an estimated average price of $ 105.37. The stock is now trading at around $ 105.780000. The impact on a portfolio of this purchase was 0.27%. The holding was 22,608 shares as of 12/31/21.

Sold out: iShares MSCI Japan ETF (EWJ)

EisnerAmper Wealth Management Corporate Benefits, sold a stake in iShares MSCI Japan ETF. Selling prices ranged from $ 65.12 to $ 69.45, with an estimated average price of $ 67.62.

Sold out: Xtrackers MSCI Europe Hedged Equity ETF (DBEU)

EisnerAmper Wealth Management Corporate Benefits, sold a stake in Xtrackers MSCI Europe Hedged Equity ETF. Selling prices ranged from $ 33.96 to $ 36.63, with an estimated average price of $ 35.6.

Out of print: iShares 7-10 Year Treasury Bond ETF (IEF)

EisnerAmper Wealth Management Corporate Benefits, sold a stake in iShares 7-10 Year Treasury Bond ETF. Selling prices ranged from $ 113.36 to $ 116.25, with an estimated average price of $ 114.77.

Sold out: ETF SPDR (XLK) of the selected sector

EisnerAmper Wealth Management Corporate Benefits, sold a stake in Technology Select Sector SPDR ETF. Selling prices ranged from $ 147.78 to $ 176.65, with an estimated average price of $ 164.65.

Here is the complete portfolio of EisnerAmper Wealth Management Corporate Benefits, LLC. Also check out:

1. EisnerAmper Wealth Management Corporate Benefits, LLC Undervalued Stocks

2. EisnerAmper Wealth Management Corporate Benefits, LLC’s fastest growing companies, and

3. EisnerAmper Wealth Management Corporate Benefits, LLC High Yield Equities

4. Stocks EisnerAmper Wealth Management Corporate Benefits, LLC Continues to Buy This article first appeared on GuruFocus.


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