Forthright Family Wealth Advisory »

Ea Series Trust shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Ea Series Trust shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 40k 51.15

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Msci Emrg Chn (EMXC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ea Series Trust

Forthright Family Wealth Advisory
Wealthcare Advisory Partners
Sherman Wealth Management

View all funds holding Ea Series Trust