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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 $776,890,987
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,168,356 $59,196,116 7.62%
2.
Schwab Strategic Trust
 FNDF 1,042,217 $44,773,638 5.76%
3.
Vanguard World Fund
 42,977 $32,088,253 4.13%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 38,821 $23,772,912 3.06%
5.
Ishares Trust
 IEF 35,343 $23,654,794 3.04%
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)

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