HoldingsChannel.com
CVA Family Office LLC Top Holdings
As of  06/30/2023, below is a summary of the CVA Family Office LLC top holdings by largest position size, as per the latest 13f filing made by CVA Family Office LLC. In the CVA Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by CVA Family Office LLC in that top holding, then the share count change between reporting periods, and finally the CVA Family Office LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 777,904 +13,101 $56,491
     SCHD777,904+13,101$56,491
SCHWAB STRATEGIC TR 775,594 +47,130 $25,044
     FNDF775,594+47,130$25,044
VANGUARD INDEX FDS (VOO) 42,746 +89 $17,409
     VOO42,746+89$17,409
VANGUARD WORLD FDS (VGT) 33,468 +1,683 $14,798
     VGT33,468+1,683$14,798
DIMENSIONAL ETF TRUST (DFAC) 519,893 +12,702 $14,115
     DFAC519,893+12,702$14,115
ISHARES TR (IVV) 29,286 -1,757 $13,053
     IVV29,286-1,757$13,053
VANGUARD TAX MANAGED FDS (VEA) 278,509 +300 $12,862
     VEA278,509+300$12,862
ISHARES TR (IJR) 92,042 +2,515 $9,172
     IJR92,042+2,515$9,172
APPLE INC 46,383 -58 $8,997
     AAPL46,383-58$8,997
J P MORGAN EXCHANGE TRADED F (JEPI) 160,375 +12,861 $8,874
     JEPI160,375+12,861$8,874
SCHWAB STRATEGIC TR 323,283 +10,651 $8,654
     FNDE323,283+10,651$8,654
AMERICAN CENTY ETF TR (AVUS) 113,683 +5,004 $8,548
     AVUS113,683+5,004$8,548
DIMENSIONAL ETF TRUST (DFAU) 255,826 +3,664 $7,928
     DFAU255,826+3,664$7,928
AMERICAN CENTY ETF TR (AVDE) 130,682 +13,363 $7,501
     AVDE130,682+13,363$7,501
DIMENSIONAL ETF TRUST (DFAI) 265,777 +278 $7,261
     DFAI265,777+278$7,261
MICROSOFT CORP 21,277 +1,448 $7,246
     MSFT21,277+1,448$7,246
VANGUARD WORLD FDS (VHT) 28,530 +710 $6,985
     VHT28,530+710$6,985
SCHWAB STRATEGIC TR 123,844 -4,454 $6,486
     SCHX123,844-4,454$6,486
VANGUARD INDEX FDS (VTI) 28,731 +567 $6,329
     VTI28,731+567$6,329
VANGUARD INDEX FDS (VBR) 35,390 -174 $5,854
     VBR35,390-174$5,854
SCHWAB STRATEGIC TR 111,290 -276 $5,754
     SCHB111,290-276$5,754
VANGUARD SPECIALIZED FUNDS (VIG) 32,163 -224 $5,224
     VIG32,163-224$5,224
GOLDMAN SACHS ETF TR (GSLC) 56,204 +12 $4,907
     GSLC56,204+12$4,907
ISHARES TR (IJH) 18,173 +603 $4,752
     IJH18,173+603$4,752
BERKSHIRE HATHAWAY INC DEL      $4,326
     BRK.B12,685+3$4,326
AMERICAN CENTY ETF TR (AVUV) 52,572 +836 $4,080
     AVUV52,572+836$4,080
SCHWAB STRATEGIC TR 69,083 +469 $3,920
     FNDB69,083+469$3,920
SCHWAB STRATEGIC TR 65,824 -370 $3,790
     FNDX65,824-370$3,790
ISHARES TR (IEFA) 53,683 +37 $3,624
     IEFA53,683+37$3,624
SCHWAB STRATEGIC TR 100,000 +59 $3,565
     SCHF100,000+59$3,565
VANGUARD WORLD FD (MGV) 34,214 -2,753 $3,550
     MGV34,214-2,753$3,550
FLEXSHARES TR (GUNR) 84,463 +163 $3,384
     GUNR84,463+163$3,384
DIMENSIONAL ETF TRUST (DFAE) 135,911 +6,590 $3,188
     DFAE135,911+6,590$3,188
ISHARES TR (AGZ) 28,672 UNCH $3,067
     AGZ28,672UNCH$3,067
ALPHABET INC 23,237 +2,414 $2,781
     GOOGL23,237+2,414$2,781
INVESCO QQQ TR 7,450 +147 $2,752
     QQQ7,450+147$2,752
FLEXSHARES TR (QDF) 47,037 +9 $2,718
     QDF47,037+9$2,718
ISHARES TR (MTUM) 17,956 -422 $2,590
     MTUM17,956-422$2,590
DIMENSIONAL ETF TRUST (DFUS) 52,696 +177 $2,538
     DFUS52,696+177$2,538
AMAZON COM INC 18,957 +907 $2,471
     AMZN18,957+907$2,471
COCA COLA CO 36,772 +1,242 $2,214
     KO36,772+1,242$2,214
VANGUARD SCOTTSDALE FDS (VCSH) 27,329 -1,489 $2,068
     VCSH27,329-1,489$2,068
AMERICAN CENTY ETF TR (AVDV) 35,382 -144 $2,037
     AVDV35,382-144$2,037
BROADCOM INC 2,343 +719 $2,032
     AVGO2,343+719$2,032
DIMENSIONAL ETF TRUST (DFIV) 61,702 -2,708 $2,027
     DFIV61,702-2,708$2,027
VANGUARD WHITEHALL FDS (VYM) 19,019 -575 $2,017
     VYM19,019-575$2,017
DIMENSIONAL ETF TRUST (DFAX) 85,115 -475 $1,984
     DFAX85,115-475$1,984
J P MORGAN EXCHANGE TRADED F (JMUB) 38,780 +36,800 $1,948
     JMUB38,780+36,800$1,948
ISHARES TR (EFAV) 28,524 -67 $1,925
     EFAV28,524-67$1,925
NVIDIA CORPORATION 4,441 +42 $1,879
     NVDA4,441+42$1,879

See Full List: All Stocks Held By CVA Family Office LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By CVA Family Office LLC

Size ($ in 1000's)
At 06/30/2023: $476,715
At 03/31/2023: $447,828

CVA Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CVA Family Office LLC 13F filings. Link to 13F filings: SEC filings

CVA Family Office LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.