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Ea Series Trust shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 425 29.49
2025-03-31 $9.6k 532 18.07

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for Cornerstone Planning Group

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust