HoldingsChannel.com
CVA Family Office LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 635,549 +18,619 $45,524
     SCHD635,549+18,619$45,524
DIMENSIONAL ETF TRUST (DFAI) 663,322 +433,056 $16,013
     DFAI663,322+433,056$16,013
ISHARES TR (IVV) 32,799 -3,058 $12,436
     IVV32,799-3,058$12,436
DIMENSIONAL ETF TRUST (DFAC) 515,164 +5,383 $12,003
     DFAC515,164+5,383$12,003
VANGUARD WORLD FDS (VGT) 36,005 -960 $11,757
     VGT36,005-960$11,757
ISHARES TR (IJR) 98,703 -445 $9,121
     IJR98,703-445$9,121
VANGUARD INDEX FDS (VOO) 25,808 -870 $8,952
     VOO25,808-870$8,952
DIMENSIONAL ETF TRUST (DFIV) 263,530 +176,955 $7,613
     DFIV263,530+176,955$7,613
DIMENSIONAL ETF TRUST (DFAU) 271,037 +33,355 $7,164
     DFAU271,037+33,355$7,164
ISHARES TR (IEFA) 119,178 -171,505 $7,014
     IEFA119,178-171,505$7,014
SCHWAB STRATEGIC TR 146,588 -7,279 $6,547
     SCHX146,588-7,279$6,547
DIMENSIONAL ETF TRUST (DFAE) 270,910 +219,780 $6,274
     DFAE270,910+219,780$6,274
VANGUARD INDEX FDS (VTI) 32,202 -2,994 $6,074
     VTI32,202-2,994$6,074
APPLE INC 43,634 +402 $5,966
     AAPL43,634+402$5,966
VANGUARD INDEX FDS (VBR) 39,720 -170 $5,951
     VBR39,720-170$5,951
FLEXSHARES TR (GUNR) 146,775 -1,847 $5,823
     GUNR146,775-1,847$5,823
SCHWAB STRATEGIC TR 195,755 -165,522 $5,542
     FNDF195,755-165,522$5,542
SCHWAB STRATEGIC TR 119,093 -3,124 $5,263
     SCHB119,093-3,124$5,263
MICROSOFT CORP 18,649 +1,018 $4,790
     MSFT18,649+1,018$4,790
ISHARES TR (IJH) 20,893 +321 $4,727
     IJH20,893+321$4,727
GOLDMAN SACHS ETF TR (GSLC) 62,166 +3,992 $4,659
     GSLC62,166+3,992$4,659
VANGUARD SPECIALIZED FUNDS (VIG) 31,939 +7 $4,582
     VIG31,939+7$4,582
SOLID POWER INC 833,679 +833,679 $4,485
     SLDP833,679+833,679$4,485
SCHWAB STRATEGIC TR 156,792 +135,536 $4,066
     FNDE156,792+135,536$4,066
VANGUARD WORLD FDS (VHT) 17,134 +3,988 $4,035
     VHT17,134+3,988$4,035
VANGUARD SCOTTSDALE FDS (VCSH) 52,319 -5,930 $3,990
     VCSH52,319-5,930$3,990
SCHWAB STRATEGIC TR 121,503 -18,160 $3,821
     SCHF121,503-18,160$3,821
BERKSHIRE HATHAWAY INC DEL      $3,616
     BRK.B13,245+264$3,616
DIMENSIONAL ETF TRUST (DFAX) 166,643 +396 $3,573
     DFAX166,643+396$3,573
ISHARES TR (EFAV) 50,694 -7,367 $3,209
     EFAV50,694-7,367$3,209
SCHWAB STRATEGIC TR 52,119 +302 $2,908
     SCHP52,119+302$2,908
DIMENSIONAL ETF TRUST (DFUS) 69,765 -6,651 $2,843
     DFUS69,765-6,651$2,843
SCHWAB STRATEGIC TR 108,903 -12,270 $2,764
     SCHE108,903-12,270$2,764
VANGUARD TAX MANAGED INTL FD (VEA) 65,204 +21,963 $2,660
     VEA65,204+21,963$2,660
ALPHABET INC 1,202 +7 $2,619
     GOOGL1,202+7$2,619
SCHWAB STRATEGIC TR 51,977 +9,364 $2,611
     FNDB51,977+9,364$2,611
FLEXSHARES TR (QDF) 50,995 +8 $2,587
     QDF50,995+8$2,587
ISHARES TR (MTUM) 18,734 -1,693 $2,555
     MTUM18,734-1,693$2,555
INVESCO QQQ TR 8,965 +1,756 $2,513
     QQQ8,965+1,756$2,513
ISHARES INC (IEMG) 46,948 -8,983 $2,303
     IEMG46,948-8,983$2,303
COCA COLA CO 31,243 +312 $1,966
     KO31,243+312$1,966
AMERICAN CENTY ETF TR (AVUV) 28,311 +1,351 $1,935
     AVUV28,311+1,351$1,935
VANGUARD WHITEHALL FDS (VYM) 18,004 +2,210 $1,831
     VYM18,004+2,210$1,831
AMAZON COM INC 17,200 +16,361 $1,827
     AMZN17,200+16,361$1,827
ISHARES TR (TIP) 15,531 -627 $1,769
     TIP15,531-627$1,769
KINDER MORGAN INC DEL 104,169 +30 $1,746
     KMI104,169+30$1,746
SPDR SER TR (FLRN) 55,540 +25 $1,672
     FLRN55,540+25$1,672
SPDR SER TR (CWB) 25,481 -603 $1,645
     CWB25,481-603$1,645
SCHWAB STRATEGIC TR 50,092 -2,396 $1,564
     SCHC50,092-2,396$1,564
SCHWAB STRATEGIC TR 69,560 -701 $1,564
     SCHY69,560-701$1,564

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 06/30/2022: $367,728
At 03/31/2022: $418,135

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

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