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| Name: |
EisnerAmper Wealth Management Corporate Benefits L |
| City: |
ISELIN |
| State: |
NJ |
| Zip: |
08830 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
1 |
- |
$95.33 |
$46,516,000 |
468,671 |
16.99% |
36,486,000 |
362,014 |
0.007 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
2 |
- |
$176.73 |
$20,369,000 |
119,539 |
7.44% |
15,647,000 |
89,149 |
0.032 |
Closed - End Fund - Debt |
|
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TIP |
iShares Lehman TIPS Bond |
35 |
- |
$105.78 |
$1,778,000 |
16,538 |
0.65% |
1,522,000 |
14,069 |
0.001 |
Closed - End Fund - E... |
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MUNI |
PIMCO Intermediate Municipa... |
47 |
- |
$51.78 |
$766,000 |
14,514 |
0.28% |
346,000 |
6,133 |
0.016 |
Closed - End Fund - Debt |
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SHY |
Ishares Barclays 1-3 Treasu... |
52 |
- |
$81.21 |
$339,000 |
4,137 |
0.12% |
127,000 |
1,519 |
0 |
Closed - End Fund - E... |
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SCHG |
Schwab Strategic Trust |
55 |
- |
$90.58 |
$311,000 |
3,746 |
0.11% |
39,000 |
5 |
0 |
Closed - End Fund - Debt |
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XLK |
SPDR Technology Sector |
63 |
- |
$199.83 |
$249,000 |
1,292 |
0.09% |
249,000 |
1,292 |
0 |
Closed - End Fund - E... |
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