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Ea Series Trust Strive shares owned by Holistic Planning

Quarter-by-quarter ownership of Ea Series Trust Strive (STXT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ea Series Trust Strive

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust Strive held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust Strive by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $728k 36k 20.18

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

Top funds holding Ea Series Trust Strive

McIlrath & Eck
TCP Asset Management
OxenFree Capital
Cambridge Investment Research Advisors
Feltz Wealth PLAN
Holistic Planning
Gts Securities
Jane Street
Orion Portfolio Solutions
CWM
Advisor Group Holdings

View all funds holding Ea Series Trust Strive