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Ea Series Trust shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $599k 29k 21.01
2023-09-30 $553k 30k 18.27
2023-06-30 $539k 30k 17.83
2023-03-31 $530k 30k 17.53

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding Ea Series Trust

Buckingham Asset Management
Buckingham Strategic Partners
Keb Asset Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Peirce Capital Management
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
Dopkins Wealth Management
Advisor Group Holdings
Evanson Asset Management
Jackson Thornton Asset Management

View all funds holding Ea Series Trust