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Ea Series Trust shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $569k 5.2k 110.29
2024-09-30 $206k 1.9k 108.93

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard MSCI EAFE ETF Etf (VEA)
iShares S&P Midcap 400 Index Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Total US Bond ETF Etf (IUSB)
Schwab International Equity ETF Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Extended Market ETF Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Renaissance Technologies
Rockefeller Capital Management
True Wealth Design
Cambridge Investment Research Advisors
Lgl Partners
Mariner Wealth Advisors
Ethos Financial Group
ADAR1 Capital Management
Pennington Partners & Co
CWM
Compass Ion Advisors
Insight Advisors, LLC/ PA
Whitcomb & Hess
Bravias Capital Group

View all funds holding Ea Series Trust