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Ea Series Trust shares owned by BWM Planning

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 30k 108.93

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Ea Series Trust

Renaissance Technologies
Lgl Partners
Wealth Enhancement Advisory Services
True Wealth Design
Rockefeller Capital Management
Cambridge Investment Research Advisors
Mariner Wealth Advisors
Insight Advisors, LLC/ PA
Ethos Financial Group
Empowered Funds
Compass Ion Advisors
CWM
Whitcomb & Hess
Ferguson Shapiro
Morgan Stanley

View all funds holding Ea Series Trust