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Ea Series Trust shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.9k 113.86
2025-06-30 $216k 1.9k 112.68
2025-03-31 $102k 917 111.49
2024-12-31 $103k 935 110.28

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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