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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 $1,104,321,030
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,388,139 $73,238,191 6.63%
2.
Schwab Strategic Trust
 SCHD 1,906,589 $60,457,922 5.47%
3.
Vanguard World Fund
 VGT 424,608 $50,749,202 4.6%
4.
Dimensional Etf Trust
 DFAC 948,466 $49,026,200 4.44%
5.
American Centy Etf Tr - US EQT ETF
 324,622 $41,577,639 3.76%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.