CVA Family Office, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF CVA Family Office, LLC | Institutional Filer | ▲ 9.22% | $949.6M | 1838 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1838)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | — | 1.4M | $66.1M | 6.96% |
| 2 | SCHD | SCHWAB STRATEGIC TR | — | 1.9M | $58.6M | 6.18% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | — | 832K | $37.5M | 3.95% |
| 4 | VGT | VANGUARD WORLD FD | — | 53K | $36.8M | 3.88% |
| 5 | AVDE | AMERICAN CENTY ETF TR | — | 430K | $36.5M | 3.84% |
| 6 | AVUS | AMERICAN CENTY ETF TR | — | 311K | $34.5M | 3.64% |
| 7 | IVV | ISHARES TR | — | 36K | $23.8M | 2.50% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | — | 634K | $23.3M | 2.45% |
| 9 | VOO | VANGUARD INDEX FDS | — | 36K | $21.5M | 2.26% |
| 10 | FNDE | SCHWAB STRATEGIC TR | — | 510K | $19.5M | 2.05% |
| 11 | DFAC | DIMENSIONAL ETF TRUST | — | 464K | $18.0M | 1.90% |
| 12 | AAPL | Apple Inc. | Technology | 63K | $16.1M | 1.70% |
| 13 | BINC | BLACKROCK ETF TRUST II | — | 309K | $16.1M | 1.69% |
| 14 | AGG | ISHARES TR | — | 146K | $14.5M | 1.53% |
| 15 | NVDA | NVIDIA Corporation | Technology | 83K | $14.4M | 1.52% |
Showing 1 to 15 of 1000 holdings