HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
777,904 | +13,101 | $56,491 |
| SCHD | 777,904 | +13,101 | $56,491 |
| SCHWAB STRATEGIC TR |
775,594 | +47,130 | $25,044 |
| FNDF | 775,594 | +47,130 | $25,044 |
| VANGUARD INDEX FDS (VOO) |
42,746 | +89 | $17,409 |
| VOO | 42,746 | +89 | $17,409 |
| VANGUARD WORLD FDS (VGT) |
33,468 | +1,683 | $14,798 |
| VGT | 33,468 | +1,683 | $14,798 |
| DIMENSIONAL ETF TRUST (DFAC) |
519,893 | +12,702 | $14,115 |
| DFAC | 519,893 | +12,702 | $14,115 |
| ISHARES TR (IVV) |
29,286 | -1,757 | $13,053 |
| IVV | 29,286 | -1,757 | $13,053 |
| VANGUARD TAX MANAGED FDS (VEA) |
278,509 | +300 | $12,862 |
| VEA | 278,509 | +300 | $12,862 |
| ISHARES TR (IJR) |
92,042 | +2,515 | $9,172 |
| IJR | 92,042 | +2,515 | $9,172 |
| APPLE INC |
46,383 | -58 | $8,997 |
| AAPL | 46,383 | -58 | $8,997 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
160,375 | +12,861 | $8,874 |
| JEPI | 160,375 | +12,861 | $8,874 |
| SCHWAB STRATEGIC TR |
323,283 | +10,651 | $8,654 |
| FNDE | 323,283 | +10,651 | $8,654 |
| AMERICAN CENTY ETF TR (AVUS) |
113,683 | +5,004 | $8,548 |
| AVUS | 113,683 | +5,004 | $8,548 |
| DIMENSIONAL ETF TRUST (DFAU) |
255,826 | +3,664 | $7,928 |
| DFAU | 255,826 | +3,664 | $7,928 |
| AMERICAN CENTY ETF TR (AVDE) |
130,682 | +13,363 | $7,501 |
| AVDE | 130,682 | +13,363 | $7,501 |
| DIMENSIONAL ETF TRUST (DFAI) |
265,777 | +278 | $7,261 |
| DFAI | 265,777 | +278 | $7,261 |
| MICROSOFT CORP |
21,277 | +1,448 | $7,246 |
| MSFT | 21,277 | +1,448 | $7,246 |
| VANGUARD WORLD FDS (VHT) |
28,530 | +710 | $6,985 |
| VHT | 28,530 | +710 | $6,985 |
| SCHWAB STRATEGIC TR |
123,844 | -4,454 | $6,486 |
| SCHX | 123,844 | -4,454 | $6,486 |
| VANGUARD INDEX FDS (VTI) |
28,731 | +567 | $6,329 |
| VTI | 28,731 | +567 | $6,329 |
| VANGUARD INDEX FDS (VBR) |
35,390 | -174 | $5,854 |
| VBR | 35,390 | -174 | $5,854 |
| SCHWAB STRATEGIC TR |
111,290 | -276 | $5,754 |
| SCHB | 111,290 | -276 | $5,754 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
32,163 | -224 | $5,224 |
| VIG | 32,163 | -224 | $5,224 |
| GOLDMAN SACHS ETF TR (GSLC) |
56,204 | +12 | $4,907 |
| GSLC | 56,204 | +12 | $4,907 |
| ISHARES TR (IJH) |
18,173 | +603 | $4,752 |
| IJH | 18,173 | +603 | $4,752 |
 BERKSHIRE HATHAWAY INC DEL |
$4,326 | ||
| BRK.B | 12,685 | +3 | $4,326 |
| AMERICAN CENTY ETF TR (AVUV) |
52,572 | +836 | $4,080 |
| AVUV | 52,572 | +836 | $4,080 |
| SCHWAB STRATEGIC TR |
69,083 | +469 | $3,920 |
| FNDB | 69,083 | +469 | $3,920 |
| SCHWAB STRATEGIC TR |
65,824 | -370 | $3,790 |
| FNDX | 65,824 | -370 | $3,790 |
| ISHARES TR (IEFA) |
53,683 | +37 | $3,624 |
| IEFA | 53,683 | +37 | $3,624 |
| SCHWAB STRATEGIC TR |
100,000 | +59 | $3,565 |
| SCHF | 100,000 | +59 | $3,565 |
| VANGUARD WORLD FD (MGV) |
34,214 | -2,753 | $3,550 |
| MGV | 34,214 | -2,753 | $3,550 |
| FLEXSHARES TR (GUNR) |
84,463 | +163 | $3,384 |
| GUNR | 84,463 | +163 | $3,384 |
| DIMENSIONAL ETF TRUST (DFAE) |
135,911 | +6,590 | $3,188 |
| DFAE | 135,911 | +6,590 | $3,188 |
| ISHARES TR (AGZ) |
28,672 | UNCH | $3,067 |
| AGZ | 28,672 | UNCH | $3,067 |
| ALPHABET INC |
23,237 | +2,414 | $2,781 |
| GOOGL | 23,237 | +2,414 | $2,781 |
| INVESCO QQQ TR |
7,450 | +147 | $2,752 |
| QQQ | 7,450 | +147 | $2,752 |
| FLEXSHARES TR (QDF) |
47,037 | +9 | $2,718 |
| QDF | 47,037 | +9 | $2,718 |
| ISHARES TR (MTUM) |
17,956 | -422 | $2,590 |
| MTUM | 17,956 | -422 | $2,590 |
| DIMENSIONAL ETF TRUST (DFUS) |
52,696 | +177 | $2,538 |
| DFUS | 52,696 | +177 | $2,538 |
| AMAZON COM INC |
18,957 | +907 | $2,471 |
| AMZN | 18,957 | +907 | $2,471 |
| COCA COLA CO |
36,772 | +1,242 | $2,214 |
| KO | 36,772 | +1,242 | $2,214 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
27,329 | -1,489 | $2,068 |
| VCSH | 27,329 | -1,489 | $2,068 |
| AMERICAN CENTY ETF TR (AVDV) |
35,382 | -144 | $2,037 |
| AVDV | 35,382 | -144 | $2,037 |
| BROADCOM INC |
2,343 | +719 | $2,032 |
| AVGO | 2,343 | +719 | $2,032 |
| DIMENSIONAL ETF TRUST (DFIV) |
61,702 | -2,708 | $2,027 |
| DFIV | 61,702 | -2,708 | $2,027 |
| VANGUARD WHITEHALL FDS (VYM) |
19,019 | -575 | $2,017 |
| VYM | 19,019 | -575 | $2,017 |
| DIMENSIONAL ETF TRUST (DFAX) |
85,115 | -475 | $1,984 |
| DFAX | 85,115 | -475 | $1,984 |
| J P MORGAN EXCHANGE TRADED F (JMUB) |
38,780 | +36,800 | $1,948 |
| JMUB | 38,780 | +36,800 | $1,948 |
| ISHARES TR (EFAV) |
28,524 | -67 | $1,925 |
| EFAV | 28,524 | -67 | $1,925 |
| NVIDIA CORPORATION |
4,441 | +42 | $1,879 |
| NVDA | 4,441 | +42 | $1,879 |
See Full List: All Stocks Held By CVA Family Office LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CVA Family Office LLC
|
Size ($ 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 |
