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Ea Series Trust shares owned by Betterment

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

Historical chart of Betterment investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 64k 43.21
2025-06-30 $2.6M 64k 40.06
2025-03-31 $1.7M 48k 36.05
2024-12-31 $1.6M 43k 37.81
2024-09-30 $686k 19k 36.81

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
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Goldman Sachs Activebeta Us Lg (GSLC)
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View all positions for Betterment

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