HoldingsChannel.com
CVA Family Office LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 31,981 -564 $9,904
     IVV31,981-564$9,904
SCHWAB STRATEGIC TR 159,813 +23,736 $8,270
     SCHD159,813+23,736$8,270
VANGUARD INDEX FDS (VOO) 24,122 -4,299 $6,837
     VOO24,122-4,299$6,837
SCHWAB STRATEGIC TR 76,638 +20,264 $5,679
     SCHX76,638+20,264$5,679
VANGUARD WORLD FDS (VGT) 19,304 +14,143 $5,380
     VGT19,304+14,143$5,380
ISHARES TR (IEFA) 69,539 -39,223 $3,975
     IEFA69,539-39,223$3,975
VANGUARD SPECIALIZED FUNDS (VIG) 33,570 -796 $3,934
     VIG33,570-796$3,934
SCHWAB STRATEGIC TR 52,767 +22,675 $3,877
     SCHB52,767+22,675$3,877
ISHARES TR (EFAV) 55,745 +11,325 $3,683
     EFAV55,745+11,325$3,683
VANGUARD INDEX FDS (VTI) 20,607 +2,958 $3,226
     VTI20,607+2,958$3,226
ISHARES TR (MTUM) 20,806 +5,826 $2,726
     MTUM20,806+5,826$2,726
VANGUARD CHARLOTTE FDS (BNDX) 46,090 -1,356 $2,661
     BNDX46,090-1,356$2,661
SCHWAB STRATEGIC TR 89,234 +26,552 $2,655
     SCHF89,234+26,552$2,655
FLEXSHARES TR (QDF) 62,674 -4,185 $2,648
     QDF62,674-4,185$2,648
VANGUARD SCOTTSDALE FDS (VCSH) 28,975 +12,230 $2,395
     VCSH28,975+12,230$2,395
ISHARES TR (IJR) 32,616 -258 $2,227
     IJR32,616-258$2,227
ISHARES TR (IJH) 10,614 -543 $1,887
     IJH10,614-543$1,887
VANGUARD TAX MANAGED FDS (VEA) 44,359 +19,401 $1,721
     VEA44,359+19,401$1,721
BERKSHIRE HATHAWAY INC DEL      $1,665
     BRK.B9,327-56$1,665
SCHWAB STRATEGIC TR 26,794 +2,272 $1,507
     SCHZ26,794+2,272$1,507
SCHWAB STRATEGIC TR 61,578 +13,469 $1,499
     SCHE61,578+13,469$1,499
ISHARES TR (DVY) 17,249 -6,690 $1,392
     DVY17,249-6,690$1,392
SPDR SER TR (CWB) 21,860 -1,508 $1,323
     CWB21,860-1,508$1,323
SPDR SER TR (FLRN) 42,140 -8,284 $1,284
     FLRN42,140-8,284$1,284
APPLE INC 3,260 +256 $1,189
     AAPL3,260+256$1,189
ISHARES INC (IEMG) 24,479 -5,752 $1,165
     IEMG24,479-5,752$1,165
GOLDMAN SACHS ETF TR (GSLC) 18,368 +1,827 $1,150
     GSLC18,368+1,827$1,150
VANGUARD WORLD FDS (VHT) 5,948 +3,248 $1,146
     VHT5,948+3,248$1,146
COCA COLA CO 23,825 +23,825 $1,065
     KO23,825+23,825$1,065
SCHWAB STRATEGIC TR 28,884 -11,488 $1,064
     FNDX28,884-11,488$1,064
MICROSOFT CORP 4,578 +641 $932
     MSFT4,578+641$932
VANGUARD WHITEHALL FDS (VYM) 11,582 +10,602 $912
     VYM11,582+10,602$912
GLOBAL X FDS 40,517 -230 $851
     QYLD40,517-230$851
VANGUARD INDEX FDS (VNQ) 10,423 +375 $818
     VNQ10,423+375$818
ISHARES TR (IWV) 4,400 -6,655 $792
     IWV4,400-6,655$792
AMPIO PHARMACEUTICALS INC 1,173,200 UNCH $747
     AMPE1,173,200UNCH$747
ISHARES TR (HDV) 8,593 UNCH $697
     HDV8,593UNCH$697
WALMART INC 5,421 +171 $649
     WMT5,421+171$649
WISDOMTREE TR 13,530 UNCH $615
     DGRW13,530UNCH$615
SCHWAB STRATEGIC TR 9,189 -1,109 $600
     SCHA9,189-1,109$600
VANGUARD WORLD FDS (VOX) 6,222 +4,672 $579
     VOX6,222+4,672$579
AMAZON COM INC 203 +9 $560
     AMZN203+9$560
ISHARES TR (IWD) 4,651 UNCH $524
     IWD4,651UNCH$524
SPDR S&P 500 ETF TR (SPY) 1,567 +1 $483
     SPY1,567+1$483
JOHNSON & JOHNSON 3,203 +287 $450
     JNJ3,203+287$450
SCHWAB STRATEGIC TR 8,706 -726 $449
     SCHO8,706-726$449
NEXTERA ENERGY INC 1,757 UNCH $422
     NEE1,757UNCH$422
ISHARES TR (AGG) 3,490 -41 $413
     AGG3,490-41$413
SCHWAB STRATEGIC TR 13,410 -1,200 $397
     SCHC13,410-1,200$397
GENERAL MLS INC 6,384 +225 $394
     GIS6,384+225$394

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 06/30/2020: $121,632
At 03/31/2020: $98,490

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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