
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
777,904 | +13,101 | $56,491 |
SCHD | 777,904 | +13,101 | $56,491 |
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775,594 | +47,130 | $25,044 |
FNDF | 775,594 | +47,130 | $25,044 |
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42,746 | +89 | $17,409 |
VOO | 42,746 | +89 | $17,409 |
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33,468 | +1,683 | $14,798 |
VGT | 33,468 | +1,683 | $14,798 |
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519,893 | +12,702 | $14,115 |
DFAC | 519,893 | +12,702 | $14,115 |
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29,286 | -1,757 | $13,053 |
IVV | 29,286 | -1,757 | $13,053 |
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278,509 | +300 | $12,862 |
VEA | 278,509 | +300 | $12,862 |
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92,042 | +2,515 | $9,172 |
IJR | 92,042 | +2,515 | $9,172 |
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46,383 | -58 | $8,997 |
AAPL | 46,383 | -58 | $8,997 |
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160,375 | +12,861 | $8,874 |
JEPI | 160,375 | +12,861 | $8,874 |
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323,283 | +10,651 | $8,654 |
FNDE | 323,283 | +10,651 | $8,654 |
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113,683 | +5,004 | $8,548 |
AVUS | 113,683 | +5,004 | $8,548 |
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255,826 | +3,664 | $7,928 |
DFAU | 255,826 | +3,664 | $7,928 |
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130,682 | +13,363 | $7,501 |
AVDE | 130,682 | +13,363 | $7,501 |
![]() |
265,777 | +278 | $7,261 |
DFAI | 265,777 | +278 | $7,261 |
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21,277 | +1,448 | $7,246 |
MSFT | 21,277 | +1,448 | $7,246 |
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28,530 | +710 | $6,985 |
VHT | 28,530 | +710 | $6,985 |
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123,844 | -4,454 | $6,486 |
SCHX | 123,844 | -4,454 | $6,486 |
![]() |
28,731 | +567 | $6,329 |
VTI | 28,731 | +567 | $6,329 |
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35,390 | -174 | $5,854 |
VBR | 35,390 | -174 | $5,854 |
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111,290 | -276 | $5,754 |
SCHB | 111,290 | -276 | $5,754 |
![]() |
32,163 | -224 | $5,224 |
VIG | 32,163 | -224 | $5,224 |
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56,204 | +12 | $4,907 |
GSLC | 56,204 | +12 | $4,907 |
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18,173 | +603 | $4,752 |
IJH | 18,173 | +603 | $4,752 |
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$4,326 | ||
BRK.B | 12,685 | +3 | $4,326 |
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52,572 | +836 | $4,080 |
AVUV | 52,572 | +836 | $4,080 |
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69,083 | +469 | $3,920 |
FNDB | 69,083 | +469 | $3,920 |
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65,824 | -370 | $3,790 |
FNDX | 65,824 | -370 | $3,790 |
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53,683 | +37 | $3,624 |
IEFA | 53,683 | +37 | $3,624 |
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100,000 | +59 | $3,565 |
SCHF | 100,000 | +59 | $3,565 |
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34,214 | -2,753 | $3,550 |
MGV | 34,214 | -2,753 | $3,550 |
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84,463 | +163 | $3,384 |
GUNR | 84,463 | +163 | $3,384 |
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135,911 | +6,590 | $3,188 |
DFAE | 135,911 | +6,590 | $3,188 |
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28,672 | UNCH | $3,067 |
AGZ | 28,672 | UNCH | $3,067 |
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23,237 | +2,414 | $2,781 |
GOOGL | 23,237 | +2,414 | $2,781 |
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7,450 | +147 | $2,752 |
QQQ | 7,450 | +147 | $2,752 |
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47,037 | +9 | $2,718 |
QDF | 47,037 | +9 | $2,718 |
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17,956 | -422 | $2,590 |
MTUM | 17,956 | -422 | $2,590 |
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52,696 | +177 | $2,538 |
DFUS | 52,696 | +177 | $2,538 |
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18,957 | +907 | $2,471 |
AMZN | 18,957 | +907 | $2,471 |
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36,772 | +1,242 | $2,214 |
KO | 36,772 | +1,242 | $2,214 |
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27,329 | -1,489 | $2,068 |
VCSH | 27,329 | -1,489 | $2,068 |
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35,382 | -144 | $2,037 |
AVDV | 35,382 | -144 | $2,037 |
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2,343 | +719 | $2,032 |
AVGO | 2,343 | +719 | $2,032 |
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61,702 | -2,708 | $2,027 |
DFIV | 61,702 | -2,708 | $2,027 |
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19,019 | -575 | $2,017 |
VYM | 19,019 | -575 | $2,017 |
![]() |
85,115 | -475 | $1,984 |
DFAX | 85,115 | -475 | $1,984 |
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38,780 | +36,800 | $1,948 |
JMUB | 38,780 | +36,800 | $1,948 |
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28,524 | -67 | $1,925 |
EFAV | 28,524 | -67 | $1,925 |
![]() |
4,441 | +42 | $1,879 |
NVDA | 4,441 | +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
![]() 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 |