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Ea Series Trust shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 15k 108.93
2024-06-30 $1.9M 18k 107.81
2024-03-31 $2.5M 24k 106.46

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

Top funds holding Ea Series Trust

Renaissance Technologies
Lgl Partners
Wealth Enhancement Advisory Services
True Wealth Design
Rockefeller Capital Management
Cambridge Investment Research Advisors
Mariner Wealth Advisors
Insight Advisors, LLC/ PA
Ethos Financial Group
Empowered Funds
Compass Ion Advisors
CWM
Whitcomb & Hess
Ferguson Shapiro
Morgan Stanley

View all funds holding Ea Series Trust