Cypress Financial Planning »

Ea Series Trust shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Ea Series Trust (USEW) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $461k 9.1k 50.76

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)
Capital One Financial (COF)

View all positions for Cypress Financial Planning

Top funds holding Ea Series Trust

Personal Resources Investment & Strategic Management
Wealth Enhancement Advisory Services
Astra Wealth Partners
Nvest Wealth Strategies
Bleakley Financial Group
Sanctuary Advisors
Opes Wealth Management
Greenwood Capital Associates
Wealthcare Advisory Partners
Berger Financial Group
Nottingham Advisors
Goldman Sachs Group
Cypress Financial Planning
Savvy Advisors
One + One Wealth Management

View all funds holding Ea Series Trust