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Ea Series Trust shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 111k 21.01
2023-09-30 $1.0M 57k 18.27
2023-06-30 $1.1M 60k 17.83
2023-03-31 $568k 32k 17.53

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
Dopkins Wealth Management
Advisor Group Holdings
Evanson Asset Management
Jackson Thornton Asset Management

View all funds holding Ea Series Trust