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Ea Series Trust shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 50k 116.29

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust