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Ea Series Trust shares owned by True Wealth Design

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $48M 455k 105.15
2023-09-30 $32M 305k 103.68
2023-06-30 $25M 246k 102.37
2023-03-31 $1.4M 14k 101.22

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Ea Series Trust

True Wealth Design
Insight Advisors, LLC/ PA
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Compass Ion Advisors
CWM
Client First Investment Management
HighTower Advisors
Opus Capital Group
Commonwealth Financial Services
Stephens Consulting
Branch Banking & Trust Company
Stokes Family Office
Aspect Partners
Seed Wealth Management

View all funds holding Ea Series Trust