HoldingsChannel.com
CVA Family Office LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 32,545 -4,397 $8,410
     IVV32,545-4,397$8,410
VANGUARD INDEX FDS (VOO) 28,421 +3,022 $6,731
     VOO28,421+3,022$6,731
SCHWAB STRATEGIC TR 136,077 -21,930 $6,121
     SCHD136,077-21,930$6,121
ISHARES TR (IEFA) 108,762 -13,192 $5,426
     IEFA108,762-13,192$5,426
VANGUARD SPECIALIZED FUNDS (VIG) 34,366 -6,141 $3,553
     VIG34,366-6,141$3,553
SCHWAB STRATEGIC TR 56,374 +11,746 $3,453
     SCHX56,374+11,746$3,453
ISHARES TR (EFAV) 44,420 -16,851 $2,756
     EFAV44,420-16,851$2,756
VANGUARD CHARLOTTE FDS (BNDX) 47,446 -787 $2,669
     BNDX47,446-787$2,669
FLEXSHARES TR (QDF) 66,859 -845 $2,404
     QDF66,859-845$2,404
VANGUARD INDEX FDS (VTI) 17,649 +16,312 $2,275
     VTI17,649+16,312$2,275
ISHARES TR (IJR) 32,874 -3,759 $1,845
     IJR32,874-3,759$1,845
SCHWAB STRATEGIC TR 30,092 +11,549 $1,818
     SCHB30,092+11,549$1,818
ISHARES TR (DVY) 23,939 -4,443 $1,760
     DVY23,939-4,443$1,760
BERKSHIRE HATHAWAY INC DEL      $1,715
     BRK.B9,383UNCH$1,715
ISHARES TR (IWV) 11,055 +1,200 $1,640
     IWV11,055+1,200$1,640
SCHWAB STRATEGIC TR 62,682 +26,724 $1,620
     SCHF62,682+26,724$1,620
ISHARES TR (IJH) 11,157 -2,295 $1,605
     IJH11,157-2,295$1,605
ISHARES TR (MTUM) 14,980 +2,290 $1,595
     MTUM14,980+2,290$1,595
SPDR SER TR (FLRN) 50,424 -53 $1,482
     FLRN50,424-53$1,482
SCHWAB STRATEGIC TR 24,522 +4,867 $1,331
     SCHZ24,522+4,867$1,331
VANGUARD SCOTTSDALE FDS (VCSH) 16,745 +515 $1,324
     VCSH16,745+515$1,324
INVESCO QQQ TR 6,863 +5,817 $1,307
     QQQ6,863+5,817$1,307
SCHWAB STRATEGIC TR 40,372 -11,598 $1,265
     FNDX40,372-11,598$1,265
ISHARES INC (IEMG) 30,231 +273 $1,223
     IEMG30,231+273$1,223
SPDR SER TR (CWB) 23,368 -298 $1,118
     CWB23,368-298$1,118
VANGUARD WORLD FDS (VGT) 5,161 +4,006 $1,094
     VGT5,161+4,006$1,094
SCHWAB STRATEGIC TR 48,109 +4,985 $995
     SCHE48,109+4,985$995
SPDR DOW JONES INDL AVRG ETF (DIA) 4,204 +4,204 $922
     DIA4,204+4,204$922
GOLDMAN SACHS ETF TR (GSLC) 16,541 +3,035 $863
     GSLC16,541+3,035$863
VANGUARD TAX MANAGED INTL FD (VEA) 24,958 +24,958 $832
     VEA24,958+24,958$832
GLOBAL X FDS 40,747 +15,196 $785
     QYLD40,747+15,196$785
APPLE INC 3,004 -1,999 $764
     AAPL3,004-1,999$764
VANGUARD INDEX FDS (VNQ) 10,048 +473 $702
     VNQ10,048+473$702
INDEXIQ ETF TR (MNA) 23,066 -2,825 $695
     MNA23,066-2,825$695
MICROSOFT CORP 3,937 -424 $621
     MSFT3,937-424$621
FLEXSHARES TR (IQDF) 34,949 UNCH $619
     IQDF34,949UNCH$619
ISHARES TR (HDV) 8,593 +8,593 $615
     HDV8,593+8,593$615
WALMART INC 5,250 +58 $597
     WMT5,250+58$597
SCHWAB STRATEGIC TR 21,670 -2,986 $561
     FNDA21,670-2,986$561
SCHWAB STRATEGIC TR 10,298 -2,283 $531
     SCHA10,298-2,283$531
WISDOMTREE TR 13,530 -1,300 $526
     DGRW13,530-1,300$526
SCHWAB STRATEGIC TR 11,644 +7,733 $491
     SCHM11,644+7,733$491
SCHWAB STRATEGIC TR 9,432 +2,665 $488
     SCHO9,432+2,665$488
AMPIO PHARMACEUTICALS INC 1,173,200 UNCH $487
     AMPE1,173,200UNCH$487
ISHARES TR (IWD) 4,651 +4,651 $461
     IWD4,651+4,651$461
VANGUARD WORLD FDS (VHT) 2,700 +730 $448
     VHT2,700+730$448
NEXTERA ENERGY INC 1,757 UNCH $423
     NEE1,757UNCH$423
AT&T INC 14,035 UNCH $409
     T14,035UNCH$409
ISHARES TR (AGG) 3,531 -4,397 $407
     AGG3,531-4,397$407
SCHWAB STRATEGIC TR 19,235 -8,975 $405
     FNDF19,235-8,975$405

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 03/31/2020: $98,490
At 12/31/2019: $108,502

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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