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Ea Series Trust shares owned by BWM Planning

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 12k 22.09

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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Ea Series Trust

Buckingham Asset Management
Keb Asset Management
Peirce Capital Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Envestnet Asset Management
Squire Investment Management Company
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
CWM
Dopkins Wealth Management
Evanson Asset Management

View all funds holding Ea Series Trust