Plan Group Financial »

Ea Series Trust shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.2k 113.86

More positions owned by Plan Group Financial

Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Apple (AAPL)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Residential Mult (REZ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Plan Group Financial

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