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Ea Series Trust shares owned by Valley Financial Group

Quarter-by-quarter ownership of Ea Series Trust (CAOS) shares owned by Valley Financial Group from 13F filings

Historical chart of Valley Financial Group investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 110k 86.48

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

Top funds holding Ea Series Trust

Insight Advisors, LLC/ PA
Continuum Wealth Advisors
Cultivar Capital
Valley Financial Group
Empirical Finance
Wealthcare Advisory Partners
Ferguson Shapiro
Commonwealth Equity Services
Ancora Advisors
Jane Street
Orcam Financial Group

View all funds holding Ea Series Trust