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Ea Series Trust shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 8.8k 36.84
2024-06-30 $393k 11k 34.97
2024-03-31 $221k 6.6k 33.66

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Ea Series Trust

OxenFree Capital
Raymond James & Associates
Branch Banking & Trust Company
UBS Group
Royal Bank of Canada
Weaver Capital Management
Holistic Planning
United Advisor Group
Essex Financial Services
LPL Financial
Secured Retirement Advisors
Raymond James Financial Services Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors

View all funds holding Ea Series Trust