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Ea Series Trust shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Ea Series Trust (BRES) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-09-30 $316k 12k 26.38

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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds MRNGSTR SM CP GR (VBK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Summit Financial Strategies

Top funds holding Ea Series Trust

Burney Co/
Coppell Advisory Solutions
One + One Wealth Management
TCG Advisory Services
Gts Securities
Goldman Sachs Group
Summit Financial Strategies
Citadel Advisors
UBS Group

View all funds holding Ea Series Trust