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Ea Series Trust shares owned by Holistic Planning

Quarter-by-quarter ownership of Ea Series Trust (STXV) 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

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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 $17M 569k 30.33
2024-06-30 $5.3M 183k 29.01
2024-03-31 $5.3M 183k 29.01

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

Holistic Planning
Cambridge Investment Research Advisors
Feltz Wealth PLAN
OxenFree Capital
Everhart Financial Group
Janney Montgomery Scott
Intl Fcstone
Safeguard Financial
Susquehanna International
Paragon Capital Management
Essex Financial Services
Key Client Fiduciary Advisors
Venture Visionary Partners
Advisor Group Holdings
McKinley Carter Wealth Services

View all funds holding Ea Series Trust