Coldstream Capital Management »

Ea Series Trust shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Coldstream Capital Management 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 23k 115.10

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)

View all positions for Coldstream Capital Management

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
Pennington Partners & Co
Mariner Wealth Advisors
HighTower Advisors
ADAR1 Capital Management
Ethos Financial Group
Insight Advisors, LLC/ PA
Cynosure Management
BXM Wealth
Empowered Funds
Opus Capital Group
Whitcomb & Hess

View all funds holding Ea Series Trust