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Ea Series Trust shares owned by Prism Planning Partners

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

Historical chart of Prism Planning Partners investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Prism Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 200k 25.37

More positions owned by Prism Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Us Equity Market (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)

View all positions for Prism Planning Partners

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust