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Ea Series Trust shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 3.3k 106.46

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding Ea Series Trust

Empowered Funds
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Compass Ion Advisors
Summit Wealth & Retirement Planning
CWM
Client First Investment Management
Bank of America Corporation
Stokes Family Office
Ethos Financial Group
Castleview Partners
Integrated Wealth Concepts

View all funds holding Ea Series Trust