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Ea Series Trust shares owned by Worth Asset Management

Quarter-by-quarter ownership of Ea Series Trust (BDGS) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Ea Series Trust

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All positions including Ea Series Trust held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 8.8k 34.35
2025-06-30 $317k 9.6k 32.96
2025-03-31 $298k 9.6k 31.11
2024-12-31 $299k 9.5k 31.53

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Capital Group Core Balanced Etf Etf (CGBL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Growth Etf Etf (VUG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pgim Ultra Short Bond Etf Etf (PULS)

View all positions for Worth Asset Management

Top funds holding Ea Series Trust

Napa Wealth Management
Cambridge Investment Research Advisors
IFP Advisors
Milestone Asset Management
Gts Securities
Worth Asset Management
Goldman Sachs Group
UBS Group

View all funds holding Ea Series Trust