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Size ($ in 1000's)
At 03/31/2024: $559,703
At 12/31/2023: $512,835
CVA Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CVA Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the CVA Family Office LLC top holdings by largest position size, as per the latest 13f filing made by CVA Family Office LLC.
In the CVA Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by CVA Family Office LLC in that top holding, then the share count change between reporting periods, and finally the CVA Family Office LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
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$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
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