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Ea Series Trust shares owned by Triad Financial Advisors

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

Historical chart of Triad Financial Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $285k 16k 18.27
2023-06-30 $279k 16k 17.83
2023-03-31 $274k 16k 17.53

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial Advisors

Top funds holding Ea Series Trust

Colony
Buckingham Asset Management
Buckingham Strategic Partners
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

View all funds holding Ea Series Trust