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Ea Series Trust shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 295k 41.57
2024-06-30 $3.4M 92k 37.49
2024-03-31 $3.4M 92k 37.49

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
Holistic Planning
Feltz Wealth PLAN
Demars Financial Group
Janney Montgomery Scott
Everhart Financial Group
Intl Fcstone
Safeguard Financial
Essex Financial Services
LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Trilogy Capital
Whitener Capital Management
Victory Financial Group

View all funds holding Ea Series Trust