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Ea Series Trust shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $31k 1.1k 29.27

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Ea Series Trust

Wells Fargo & Company
Hobbs Group Advisors
Beacon Capital Management
Envestnet Asset Management
Vermillion & White Wealth Management Group
Belpointe Asset Management
Oregon Pacific Wealth Management
Greenwich Wealth Management
Atria Investments
Legacy Capital Group California
BlackDiamond Wealth Management
Puff Wealth Management
AE Wealth Management
Latitude Advisors
CLS Investments

View all funds holding Ea Series Trust