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Ea Series Trust shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 17k 22.65
2025-06-30 $355k 17k 20.38
2025-03-31 $339k 17k 19.44
2024-12-31 $377k 17k 21.65
2024-09-30 $385k 17k 22.09
2024-06-30 $355k 17k 20.37
2024-03-31 $370k 17k 21.27

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Ea Series Trust

Colony
Buckingham Strategic Partners
Peirce Capital Management
Keb Asset Management
Squire Investment Management Company
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
Capstone Wealth Management
Brady Martz Wealth Solutions
Forum Financial Management
Gibson Capital
EverSource Wealth Advisors
Friday Financial
Benningfield Financial Advisors

View all funds holding Ea Series Trust