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Rbb Fund Trust shares owned by Pearl Planning

Quarter-by-quarter ownership of Rbb Fund Trust (FEOE) shares owned by Pearl Planning from 13F filings

Historical chart of Pearl Planning investment in Rbb Fund Trust

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All positions including Rbb Fund Trust held by Pearl Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $318k 6.3k 50.46

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
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T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Rbb Fund Trust

Raymond James Financial
LPL Financial
Stifel Financial
Great Valley Advisor Group
Janney Montgomery Scott
Nkcfo
Goss Wealth Management
Tanglewood Wealth Management
Sagespring Wealth Partners
Berger Financial Group
Commonwealth Equity Services
Richmond Investment Services
Continuum Advisory
Oakmont Partners
Kestra Advisory Services

View all funds holding Rbb Fund Trust