13F HoldingsAUM History

13F Filings for CVA Family Office, LLC (CIK: 1802084)

View the most recent portfolio holdings disclosed by CVA Family Office, LLC in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ)2.32M $61.35M 8.62%N/A -
FNDF - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL)973.55K $38.96M 5.47%N/A -
VGT - VANGUARD WORLD FD(Class: INF TECH ETF)39.63K $26.29M 3.69%N/A -
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS)38.77K $22.02M 3.09%N/A -
IVV - ISHARES TR(Class: CORE SP500 ETF)35.14K $21.82M 3.07%N/A -
DFAU - DIMENSIONAL ETF TRUST(Class: US CORE EQT MKT)422.69K $17.91M 2.52%N/A -
AVDE - AMERICAN CENTY ETF TR(Class: INTL EQT ETF)235.36K $17.42M 2.45%N/A -
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2)465.26K $16.67M 2.34%N/A -
AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF)150.50K $15.17M 2.13%N/A -
NVDA - NVIDIA CORPORATION(Class: COM)82.51K $13.04M 1.83%N/A -
MSFT - MICROSOFT CORP(Class: COM)25.66K $12.76M 1.79%N/A -
SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF)494.55K $12.09M 1.70%N/A -
JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM)200.21K $11.38M 1.60%N/A -
AAPL - APPLE INC(Class: COM)55.40K $11.37M 1.60%N/A -
VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF)51.22K $10.48M 1.47%N/A -
AGG - ISHARES TR(Class: CORE US AGGBD ET)105.26K $10.44M 1.47%N/A -
DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK)300.78K $10.40M 1.46%N/A -
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT)29.01K $8.82M 1.24%N/A -
BINC - BLACKROCK ETF TRUST II(Class: ISHARES FLEXIBLE)163.79K $8.65M 1.22%N/A -
QQQ - INVESCO QQQ TR(Class: UNIT SER 1)15.50K $8.55M 1.20%N/A -
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT)144.96K $8.26M 1.16%N/A -
FNDE - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL EMER)243.45K $8.04M 1.13%N/A -
SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF)303.86K $7.24M 1.02%N/A -
VHT - VANGUARD WORLD FD(Class: HEALTH CAR ETF)27.18K $6.75M 0.95%N/A -
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW)13.78K $6.69M 0.94%N/A -