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Ea Series Trust shares owned by North Berkeley Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (CAOS) shares owned by North Berkeley Wealth Management from 13F filings

Historical chart of North Berkeley Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 3.4k 89.53
2025-06-30 $303k 3.4k 88.84
2025-03-31 $350k 4.0k 87.95

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Ea Series Trust

Insight Advisors, LLC/ PA
Financeware
Continuum Wealth Advisors
HighTower Advisors
Empirical Finance
Wealthcare Advisory Partners
Cultivar Capital
Valley Financial Group
Hill Island Financial
L.K. Benson & Company, P.C.
CLG
Ethos Financial Group
Bravias Capital Group
Austin Wealth Management
Centaurus Financial

View all funds holding Ea Series Trust