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Ea Series Trust shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 73k 21.27
2023-12-31 $1.5M 72k 21.01
2023-09-30 $1.3M 71k 18.27
2023-06-30 $1.3M 72k 17.83
2023-03-31 $1.2M 67k 17.53

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Capital Performance Advisors

Top funds holding Ea Series Trust

Buckingham Asset Management
Buckingham Strategic Partners
Keb Asset Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Peirce Capital Management
Envestnet Asset Management
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Dopkins Wealth Management
Kraft Asset Management
Evanson Asset Management
Jackson Thornton Asset Management

View all funds holding Ea Series Trust