CF
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CVA Family Office, LLC13F | |
| CVA Family Office, LLC | |
| Last update 2025-04-16 | 1388 Stocks (199 new) |
| Value $652.00 Mil | Turnover 7 % |
CVA Family Office, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2,445,913 | 68,387.7 | +6.42% | 10.480 | +0.63% | 0.090 | +8.13% | +1.59% | 71,133.2 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 888,571 | 32,113.0 | +14.92% | 4.920 | +0.64% | 0.220 | +11.53% | +22.31% | 16,662.3 | ||
VGT | Vanguard Information Technology ETF | 40,225 | 21,817.4 | +1.22% | 3.340 | +0.04% | 0.030 | +34.92% | +9.33% | 84,845.6 | ||
VOO | Vanguard S&P 500 ETF | 40,488 | 20,807.0 | +3.38% | 3.190 | +0.10% | 0.000 | +19.34% | +7.26% | 658,032.1 | ||
IVV | iShares Core S&P 500 ETF | 35,567 | 19,985.3 | +3.29% | 3.060 | +0.10% | 0.000 | +19.34% | +7.31% | 636,576.3 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 451,800 | 14,904.9 | -0.08% | 2.280 | 0% | 0.050 | +18.56% | +5.98% | 35,706.4 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 371,340 | 14,274.3 | -2.05% | 2.190 | -0.05% | 0.200 | +19.56% | +6.72% | 8,750.0 | ||
AVDE | Avantis International Equity ETF | 213,268 | 14,133.3 | +27.14% | 2.170 | +0.46% | 0.230 | +11.09% | +21.64% | 7,539.6 | ||
AVUS | Avantis U.S. Equity ETF | 147,411 | 13,617.8 | +2.58% | 2.090 | +0.05% | 0.180 | +18.57% | +6.12% | 8,908.7 | ||
JEPI | JPMorgan Equity Premium Income ETF | 215,862 | 12,334.4 | +5.35% | 1.890 | +0.10% | 0.030 | +6.17% | -0.66% | 41,268.0 |
CVA Family Office, LLC's Historical Top Holdings Breakdowns
CVA Family Office, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.87% | 102.49 ($112.84) 119.96 | $112.83 | -0.01% | Reduce -65.53% | 24,876 | -47,297 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Add Add | +0.64% | 32.9 ($35.31) 37.45 | $40.62 | 15.04% | Add 14.92% | 888,571 | 115,361 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.63% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Add 6.42% | 2,445,913 | 147,599 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | Add Add | +0.46% | 60.63 ($65.05) 68.55 | $74.65 | 14.76% | Add 27.14% | 213,268 | 45,525 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +0.37% | 32.57 ($34.36) 35.83 | $36.16 | 5.24% | Add 70.76% | 175,152 | 72,577 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.34% | 51.89 ($52.37) 52.82 | $52.73 | 0.69% | Add 42.8% | 140,469 | 42,100 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.28% | 95.85 ($97.76) 99.25 | $98.57 | 0.83% | Add 24.27% | 93,141 | 18,188 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.24% | 663000 ($729331) 801950 | $714,710.00 | -2.00% | New holding | 2 | 2 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.21% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 21.83% | 70,965 | 12,714 | |
SONY | Sony Group Corp | 2025-03-31 | Reduce Reduce | -0.18% | 19.88 ($23.11) 25.64 | $24.09 | 4.24% | Reduce -97.35% | 1,431 | -52,500 |
CVA Family Office, LLC Total Holding History ($B)
CVA Family Office, LLC's Asset Allocation
CVA Family Office, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CVA Family Office, LLC's Hypothetical Growth since 2025-03-31
CVA Family Office, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CVA Family Office, LLC's Holdings Heat Map
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CVA Family Office, LLC's Holdings Bubble Chart
CVA Family Office, LLC News
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