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Ea Series Trust shares owned by Balance Wealth

Quarter-by-quarter ownership of Ea Series Trust (STXG) 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
2025-12-31 $204k 4.0k 50.88

More positions owned by Balance Wealth

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

View all positions for Balance Wealth

Top funds holding Ea Series Trust

OxenFree Capital
Holistic Planning
Advyzon Investment Management
Feltz Wealth PLAN
Cambridge Investment Research Advisors
Intl Fcstone
Demars Financial Group
UBS Group
Everhart Financial Group
Summit Financial
Goldman Sachs Group
CLS Investments
Worthington Financial Partners
Gwn Securities
Gts Securities

View all funds holding Ea Series Trust