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Ea Series Trust shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Ea Series Trust (STXV) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 7.2k 30.33
2024-06-30 $204k 7.2k 28.15
2024-03-31 $210k 7.2k 29.01

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

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