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Centric Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Centric Wealth Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Hold
1,900
– – 0.03% 193
2026
Q1 		$222K Buy
+1,900
New +$220K 0.04% 187

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Centric Wealth Management's BOXX Position: Q2 2026 in Review

Centric Wealth Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 1,900 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #193.

Centric Wealth Management first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Centric Wealth Management held 1,900 shares of Alpha Architect 1-3 Month Box ETF worth $222K as of Q2 2026.
  • Centric Wealth Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Centric Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Centric Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.