Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC 10-10-2023 09-30-2023 57 224,038,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES CORE S&P 500 ETF ETF 1 $18,671,000 43,478 8.33 3.27 28,175 184.11 09-30-2023
ISHARES S&P 500 GROWTH ETF ETF 2 $13,625,000 199,138 6.08 12.34 -166,775 -45.58 09-30-2023
SPDR S&P Dividend ETF ETF 3 $10,897,000 94,744 4.86 5.47 1,456 1.56 09-30-2023
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 4 $10,030,000 106,657 4.48 0.40 98,152 1154.05 09-30-2023
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