Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cva Family Office, Llc > Profile

Instuitional Investor - Cva Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Cva Family Office, Llc
Portfolio Value $711,632,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,315,151 $61,351,498 8.62%
2.
Schwab Strategic Trust
 FNDF 973,554 $38,961,627 5.47%
3.
Vanguard World Fund
 39,632 $26,286,893 3.69%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 38,769 $22,021,696 3.09%
5.
Ishares Trust
 IEF 35,141 $21,819,168 3.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.