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Home > Institutional Investor > Eisneramper Wealth Management Corporate Benefits, Llc > Profile

Instuitional Investor - Eisneramper Wealth Management Corporate Benefits, Llc

Fund Profile
Filing Period:
Fund Name: Eisneramper Wealth Management Corporate Benefits, Llc
Portfolio Value $273,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 468,671 $46,516 16.99%
2.
Vanguard Dividend Appreciation Etf
 119,539 $20,369 7.44%
3.
Ishares Trust
 IEF 28,625 $13,672 4.99%
4.
Ishares Trust
 IEF 175,092 $13,149 4.8%
5.
Vanguard Whitehall Funds
 162,939 $12,928 4.72%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)