Holistic Planning »

Ea Series Trust shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 90k 36.84
2024-06-30 $2.0M 60k 33.66
2024-03-31 $2.0M 60k 33.66

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust