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Ea Series Trust shares owned by Holistic Planning

Quarter-by-quarter ownership of Ea Series Trust (STXK) 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 $2.2M 70k 31.39
2024-06-30 $975k 33k 29.98
2024-03-31 $975k 33k 29.98

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
Financial Management Network
Holistic Planning
Feltz Wealth PLAN
Intl Fcstone
Cambridge Investment Research Advisors
Paragon Capital Management
Chicago Partners Investment
PDS Planning
Pensionmark Financial Group
Essex Financial Services
Everhart Financial Group
PFG Investments
Raymond James & Associates
Advisor Group Holdings

View all funds holding Ea Series Trust