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Ea Series Trust shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 24k 106.46

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Value (IVAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ea Series Trust Alpha Architect (HIDE)
Ea Series Trust Intl Quan Momntm (IMOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

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