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Ea Series Trust shares owned by Balance Wealth

Quarter-by-quarter ownership of Ea Series Trust (STRV) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $877k 20k 43.20
2025-06-30 $832k 21k 40.06
2025-03-31 $749k 21k 36.06

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Ea Series Trust

OxenFree Capital
Strive Asset Management
Raymond James Financial
Branch Banking & Trust Company
Stifel Financial
United Advisor Group
Holistic Planning
Ethos Financial Group
Weaver Capital Management
LPL Financial
Secured Retirement Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Ea Series Trust