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Ea Series Trust shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (USEW) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 40k 50.76

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust State Street Spd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Ea Series Trust

Personal Resources Investment & Strategic Management
Cresset Asset Management
MAI Wealth Advisors
HighTower Advisors
Gts Securities
Walkner Condon Financial Advisors
Wealth Enhancement Advisory Services
DiMeo Schneider & Associates
Astra Wealth Partners
Nvest Wealth Strategies
Cherry Tree Wealth Management
Bleakley Financial Group
Sanctuary Advisors
Quantinno Capital Management
Opes Wealth Management

View all funds holding Ea Series Trust