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Ea Series Trust shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 4.3k 281.49
2025-06-30 $56k 492 113.11
2025-03-31 $20k 180 111.80
2024-12-31 $10k 90 110.67

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust