0001624809-22-000004.txt : 20221003
0001624809-22-000004.hdr.sgml : 20221003
20221003104718
ACCESSION NUMBER: 0001624809-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221003
DATE AS OF CHANGE: 20221003
EFFECTIVENESS DATE: 20221003
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EisnerAmper Wealth Management Corporate Benefits, LLC
CENTRAL INDEX KEY: 0001624809
IRS NUMBER: 223655451
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16347
FILM NUMBER: 221286419
BUSINESS ADDRESS:
STREET 1: 111 WOOD AVE S.
STREET 2: SUITE 110
CITY: ISELIN
STATE: NJ
ZIP: 08830
BUSINESS PHONE: 908-429-0025
MAIL ADDRESS:
STREET 1: 111 WOOD AVE S.
STREET 2: SUITE 110
CITY: ISELIN
STATE: NJ
ZIP: 08830
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001624809
XXXXXXXX
09-30-2022
09-30-2022
EisnerAmper Wealth Management Corporate Benefits, LLC
111 WOOD AVE S.
SUITE 110
ISELIN
NJ
08830
13F HOLDINGS REPORT
028-16347
N
Steven Wang
CIO
908-429-0025
Steven Wang
Iselin
NJ
10-03-2022
0
41
175482
false
INFORMATION TABLE
2
13F09302022.xml
ISHARES S&P 500 GROWTH ETF
ETF
464287309
21792
376695
SH
SOLE
0
0
376695
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
13498
371226
SH
SOLE
0
0
371226
SPDR S&P DIVIDEND ETF
ETF
78464A763
11857
106341
SH
SOLE
0
0
106341
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
ETF
97717W281
11812
296643
SH
SOLE
0
0
296643
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
ETF
97717W604
11083
430557
SH
SOLE
0
0
430557
VANGUARD HIGH DIVIDEND YIELD ETF
ETF
921946406
10887
114744
SH
SOLE
0
0
114744
WISDOMTREE FLOATING RATE TREASURY FUND
ETF
97717Y527
10088
200634
SH
SOLE
0
0
200634
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETF
97717X669
9844
182601
SH
SOLE
0
0
182601
VANGUARD SHORT-TERM BOND ETF
ETF
921937827
6191
82740
SH
SOLE
0
0
82740
SPDR BLOOMBERG HIGH YIELD BOND ETF
ETF
78468R622
6009
68403
SH
SOLE
0
0
68403
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
921908844
5195
38436
SH
SOLE
0
0
38436
VANECK SHORT MUNI ETF
ETF
92189F528
5140
309055
SH
SOLE
0
0
309055
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
ETF
97717W505
4480
118937
SH
SOLE
0
0
118937
ISHARES 0-3 MONTH TREASURY BOND ETF
ETF
46436E718
3993
39823
SH
SOLE
0
0
39823
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
ETF
46138E784
3851
227319
SH
SOLE
0
0
227319
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
ETF
921937819
3480
47357
SH
SOLE
0
0
47357
VANGUARD SMALL-CAP GROWTH ETF
ETF
922908595
3138
16082
SH
SOLE
0
0
16082
ISHARES NATIONAL MUNI BOND ETF
ETF
464288414
2921
28473
SH
SOLE
0
0
28473
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
2863
13607
SH
SOLE
0
0
13607
ISHARES MORNINGSTAR SMALL-CAP VALUE ETF
ETF
464288703
2858
60130
SH
SOLE
0
0
60130
ISHARES 7-10 YEAR TREASURY BOND ETF
ETF
464287440
2800
29165
SH
SOLE
0
0
29165
ISHARES CORE S&P 500 ETF
ETF
464287200
2774
7734
SH
SOLE
0
0
7734
ISHARES 0-5 YEAR TIPS BOND ETF
ETF
46429B747
2772
28840
SH
SOLE
0
0
28840
SPDR S&P 600 SMALL CAP GROWTH ETF
ETF
78464A201
2693
39532
SH
SOLE
0
0
39532
ISHARES RUSSELL MID-CAP GROWTH ETF
ETF
464287481
2518
32109
SH
SOLE
0
0
32109
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
ETF
46137V217
2033
12187
SH
SOLE
0
0
12187
INVESCO DYNAMIC LARGE CAP VALUE ETF
ETF
46137V738
1575
37824
SH
SOLE
0
0
37824
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ETF
72201R833
1338
13532
SH
SOLE
0
0
13532
SPDR GOLD MINISHARES TRUST
ETF
98149E303
1204
36496
SH
SOLE
0
0
36496
GOLDMAN SACHS ACCESS TREASURY 0-1 YR ETF
ETF
381430529
939
9399
SH
SOLE
0
0
9399
ISHARES MSCI EAFE ETF
ETF
464287465
697
12439
SH
SOLE
0
0
12439
ISHARES TIPS BOND ETF
ETF
464287176
437
4165
SH
SOLE
0
0
4165
ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
412
4276
SH
SOLE
0
0
4276
ISHARES RUSSELL MID-CAP VALUE ETF
ETF
464287473
375
3900
SH
SOLE
0
0
3900
SPDR S&P 500 ETF
ETF
78462F103
349
977
SH
SOLE
0
0
977
JPMORGAN ULTRA-SHORT INCOME ETF
ETF
46641Q837
328
6538
SH
SOLE
0
0
6538
VANGUARD SMALL-CAP VALUE ETF
ETF
922908611
301
2101
SH
SOLE
0
0
2101
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
ETF
97717X594
283
7890
SH
SOLE
0
0
7890
ISHARES IBOXX $ HIGH YIELD CORP BD ETF
ETF
464288513
252
3534
SH
SOLE
0
0
3534
ISHARES MSCI EMERGING MARKETS ETF
ETF
464287234
220
6294
SH
SOLE
0
0
6294
ENERGY SELECT SECTOR SPDR FUND
ETF
81369Y506
202
2805
SH
SOLE
0
0
2805