Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 741,560 | +11,116 | $59,792 |
SCHD | 741,560 | +11,116 | $59,792 |
SCHWAB STRATEGIC TR | 792,968 | +16,295 | $28,238 |
FNDF | 792,968 | +16,295 | $28,238 |
VANGUARD INDEX FDS (VOO) | 41,570 | -1,877 | $19,983 |
VOO | 41,570 | -1,877 | $19,983 |
VANGUARD WORLD FD (VGT) | 36,723 | +1,190 | $19,256 |
VGT | 36,723 | +1,190 | $19,256 |
ISHARES TR (IVV) | 31,944 | +571 | $16,794 |
IVV | 31,944 | +571 | $16,794 |
DIMENSIONAL ETF TRUST (DFAC) | 522,539 | +533 | $16,695 |
DFAC | 522,539 | +533 | $16,695 |
VANGUARD TAX MANAGED FDS (VEA) | 267,932 | +373 | $13,442 |
VEA | 267,932 | +373 | $13,442 |
AMERICAN CENTY ETF TR (AVUS) | 148,713 | +5,355 | $13,310 |
AVUS | 148,713 | +5,355 | $13,310 |
DIMENSIONAL ETF TRUST (DFAU) | 308,707 | +18,303 | $11,280 |
DFAU | 308,707 | +18,303 | $11,280 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 185,305 | +5,880 | $10,722 |
JEPI | 185,305 | +5,880 | $10,722 |
AMERICAN CENTY ETF TR (AVDE) | 149,423 | -1,695 | $9,524 |
AVDE | 149,423 | -1,695 | $9,524 |
MICROSOFT CORP | 22,171 | +51 | $9,328 |
MSFT | 22,171 | +51 | $9,328 |
ISHARES TR (IJR) | 78,238 | +231 | $8,647 |
IJR | 78,238 | +231 | $8,647 |
SCHWAB STRATEGIC TR | 135,013 | +90 | $8,379 |
SCHX | 135,013 | +90 | $8,379 |
SCHWAB STRATEGIC TR | 301,813 | -13,018 | $8,378 |
FNDE | 301,813 | -13,018 | $8,378 |
APPLE INC | 48,055 | -379 | $8,240 |
AAPL | 48,055 | -379 | $8,240 |
VANGUARD WORLD FD (VHT) | 29,482 | +321 | $7,975 |
VHT | 29,482 | +321 | $7,975 |
VANGUARD SPECIALIZED FUNDS (VIG) | 42,177 | +10 | $7,702 |
VIG | 42,177 | +10 | $7,702 |
VANGUARD INDEX FDS (VTI) | 27,609 | +37 | $7,176 |
VTI | 27,609 | +37 | $7,176 |
DIMENSIONAL ETF TRUST (DFAI) | 225,630 | -9,070 | $6,819 |
DFAI | 225,630 | -9,070 | $6,819 |
SCHWAB STRATEGIC TR | 100,107 | -4,192 | $6,112 |
SCHB | 100,107 | -4,192 | $6,112 |
GOLDMAN SACHS ETF TR (GSLC) | 56,180 | +97 | $5,831 |
GSLC | 56,180 | +97 | $5,831 |
VANGUARD INDEX FDS (VBR) | 29,395 | -1,574 | $5,640 |
VBR | 29,395 | -1,574 | $5,640 |
ISHARES TR (IJH) | 86,125 | +68,359 | $5,231 |
IJH | 86,125 | +68,359 | $5,231 |
BERKSHIRE HATHAWAY INC DEL | $5,140 | ||
BRK.B | 12,224 | +83 | $5,140 |
AMERICAN CENTY ETF TR (AVUV) | 50,705 | -3,085 | $4,752 |
AVUV | 50,705 | -3,085 | $4,752 |
SCHWAB STRATEGIC TR | 68,368 | +1,775 | $4,607 |
FNDX | 68,368 | +1,775 | $4,607 |
VANGUARD WHITEHALL FDS (VYM) | 37,953 | +423 | $4,592 |
VYM | 37,953 | +423 | $4,592 |
J P MORGAN EXCHANGE TRADED F (JMUB) | 87,995 | +18,985 | $4,465 |
JMUB | 87,995 | +18,985 | $4,465 |
NVIDIA CORPORATION | 4,762 | +2 | $4,303 |
NVDA | 4,762 | +2 | $4,303 |
ALPHABET INC | 26,519 | +706 | $4,003 |
GOOGL | 26,519 | +706 | $4,003 |
VANGUARD WORLD FD (MGV) | 32,553 | -610 | $3,890 |
MGV | 32,553 | -610 | $3,890 |
ISHARES TR (IEFA) | 51,615 | -1,800 | $3,831 |
IEFA | 51,615 | -1,800 | $3,831 |
AMAZON COM INC | 20,572 | +164 | $3,711 |
AMZN | 20,572 | +164 | $3,711 |
SCHWAB STRATEGIC TR | 55,746 | -5,752 | $3,694 |
FNDB | 55,746 | -5,752 | $3,694 |
ISHARES TR (AGG) | 37,304 | +20,103 | $3,654 |
AGG | 37,304 | +20,103 | $3,654 |
SCHWAB STRATEGIC TR | 90,591 | -3,409 | $3,535 |
SCHF | 90,591 | -3,409 | $3,535 |
ISHARES TR (MTUM) | 18,443 | +2,988 | $3,455 |
MTUM | 18,443 | +2,988 | $3,455 |
FLEXSHARES TR (QDF) | 51,924 | -510 | $3,422 |
QDF | 51,924 | -510 | $3,422 |
BROADCOM INC | 2,379 | +3 | $3,154 |
AVGO | 2,379 | +3 | $3,154 |
ISHARES TR (AGZ) | 28,722 | -406 | $3,103 |
AGZ | 28,722 | -406 | $3,103 |
FLEXSHARES TR (GUNR) | 75,402 | -5,451 | $3,097 |
GUNR | 75,402 | -5,451 | $3,097 |
DIMENSIONAL ETF TRUST (DFAE) | 109,610 | -17,213 | $2,710 |
DFAE | 109,610 | -17,213 | $2,710 |
DIMENSIONAL ETF TRUST (DFUS) | 47,260 | +1,897 | $2,693 |
DFUS | 47,260 | +1,897 | $2,693 |
COCA COLA CO | 36,539 | +161 | $2,235 |
KO | 36,539 | +161 | $2,235 |
JPMORGAN CHASE & CO | 10,553 | +21 | $2,114 |
JPM | 10,553 | +21 | $2,114 |
INVESCO QQQ TR | 4,759 | +99 | $2,113 |
QQQ | 4,759 | +99 | $2,113 |
META PLATFORMS INC | 4,329 | +13 | $2,102 |
META | 4,329 | +13 | $2,102 |
DIMENSIONAL ETF TRUST (DFIV) | 53,427 | -9,010 | $1,963 |
DFIV | 53,427 | -9,010 | $1,963 |
ELI LILLY & CO | 2,516 | +6 | $1,957 |
LLY | 2,516 | +6 | $1,957 |
See Full List: All Stocks Held By CVA Family Office LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By CVA Family Office LLC
Size ($ in 1000's)
At 03/31/2024: $559,703 At 12/31/2023: $512,835 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 |