CVA Family Office
Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, FNDF, VGT, VOO, IVV, and represent 25.61% of CVA Family Office's stock portfolio.
- Added to shares of these 10 stocks: BBJP, AVGO, DFUS, DFAC, SCHD, VEA, QQQ, BINC, DFAI, USFR.
- Started 100 new stock positions in SUPN, HOOD, ALNY, KNF, COWZ, FLUT, AMH, SMH, IBDV, MINT.
- Reduced shares in these 10 stocks: FNDE, FNDF, AVUS, DOG, PRFT, SH, DFIV, NSC, IEFA, NVO.
- Sold out of its positions in ACCO, AMC, AYI, ACI, ASTL, AQN, ALGM, ANDE, AR, MT.
- CVA Family Office was a net buyer of stock by $30M.
- CVA Family Office has $616M in assets under management (AUM), dropping by 10.89%.
- Central Index Key (CIK): 0001802084
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Portfolio Holdings for CVA Family Office
CVA Family Office holds 1266 positions in its portfolio as reported in the September 2024 quarterly 13F filing
CVA Family Office has 1266 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CVA Family Office Sept. 30, 2024 positions
- Download the CVA Family Office September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.7 | $66M | +3% | 778k | 84.53 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.6 | $29M | -2% | 766k | 37.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.6 | $22M | 37k | 586.52 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.5 | $22M | 41k | 527.67 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $20M | +4% | 34k | 576.82 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.1 | $19M | +13% | 565k | 34.29 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.2 | $14M | -3% | 144k | 95.15 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.2 | $14M | +5% | 339k | 39.69 |
|
| Apple (AAPL) | 1.9 | $12M | 51k | 233.00 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.9 | $12M | 193k | 59.51 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $10M | 149k | 67.03 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $9.7M | 23k | 430.29 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $9.6M | 142k | 67.85 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $9.2M | +26% | 174k | 52.81 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.4 | $8.8M | +21% | 277k | 31.78 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $8.5M | 73k | 116.96 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $8.3M | 42k | 198.06 |
|
|
| Vanguard World Health Car Etf (VHT) | 1.3 | $8.2M | 29k | 282.20 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $7.9M | -13% | 244k | 32.27 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $7.5M | 26k | 283.17 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $6.7M | +2% | 101k | 66.52 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $6.6M | +2% | 54k | 121.44 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $6.3M | 56k | 112.94 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $6.3M | +11% | 14k | 460.26 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $6.1M | +24% | 60k | 101.27 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 1.0 | $5.9M | +258% | 100k | 59.28 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $5.8M | +95% | 94k | 62.20 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $5.8M | +12% | 113k | 51.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $4.9M | +2% | 39k | 128.20 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.8 | $4.8M | 67k | 71.76 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $4.8M | 77k | 62.32 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.5M | 27k | 165.85 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $4.4M | +3% | 46k | 95.95 |
|
| Broadcom (AVGO) | 0.7 | $4.3M | +912% | 25k | 172.50 |
|
| Amazon (AMZN) | 0.7 | $4.1M | +2% | 22k | 186.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.9M | +85% | 7.9k | 488.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $3.7M | -5% | 48k | 78.05 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $3.7M | -3% | 29k | 128.28 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.6 | $3.7M | -4% | 52k | 70.37 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $3.7M | 18k | 202.76 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.6 | $3.7M | +81% | 68k | 53.53 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $3.6M | -2% | 88k | 41.12 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.6 | $3.6M | 50k | 71.71 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.5 | $3.1M | -3% | 28k | 110.40 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $2.9M | +33% | 28k | 104.18 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.5 | $2.9M | -4% | 71k | 41.25 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.6M | +3% | 4.6k | 572.46 |
|
| Coca-Cola Company (KO) | 0.4 | $2.6M | 36k | 71.86 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.4M | +14% | 22k | 110.63 |
|
| Kinder Morgan (KMI) | 0.4 | $2.4M | 107k | 22.09 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.4 | $2.3M | +10% | 69k | 34.07 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.3M | +2% | 2.6k | 885.94 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.3M | 11k | 210.86 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.2M | 27k | 80.75 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $2.0M | 41k | 47.52 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.8M | -5% | 9.1k | 200.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.8M | 3.6k | 493.74 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $1.7M | -11% | 46k | 38.08 |
|
| Tesla Motors (TSLA) | 0.3 | $1.7M | +37% | 6.6k | 261.63 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.7M | -2% | 63k | 27.01 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.7M | 14k | 117.22 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.7M | 9.7k | 173.19 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $1.7M | +30% | 54k | 30.85 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.6M | 40k | 41.16 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.6M | -6% | 22k | 76.70 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | -6% | 1.8k | 886.68 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.6M | -7% | 20k | 79.42 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $1.6M | +6% | 58k | 27.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.5M | +36% | 9.1k | 162.06 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $1.5M | 19k | 76.59 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.4M | 4.4k | 326.73 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $1.4M | NEW | 29k | 50.22 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.4M | -3% | 17k | 83.75 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.4M | +195% | 8.3k | 164.08 |
|
| UnitedHealth (UNH) | 0.2 | $1.4M | +4% | 2.3k | 584.68 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | +2% | 7.6k | 170.40 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $1.3M | -2% | 5.8k | 218.48 |
|
| Chevron Corporation (CVX) | 0.2 | $1.2M | -4% | 8.5k | 147.27 |
|
| Home Depot (HD) | 0.2 | $1.2M | -2% | 3.1k | 405.25 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.2M | 17k | 70.67 |
|
|
| Merck & Co (MRK) | 0.2 | $1.2M | 11k | 113.56 |
|
|
| Zions Bancorporation (ZION) | 0.2 | $1.2M | 25k | 47.22 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | 12k | 95.75 |
|
|
| Amgen (AMGN) | 0.2 | $1.1M | 3.6k | 322.17 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | +9% | 22k | 53.22 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.1M | 7.9k | 145.40 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.1M | -3% | 3.0k | 383.88 |
|
| Visa Com Cl A (V) | 0.2 | $1.1M | -14% | 3.9k | 274.95 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.0M | 11k | 96.57 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.0M | +3% | 25k | 41.77 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $978k | -12% | 34k | 29.18 |
|
| Nextera Energy (NEE) | 0.2 | $975k | 12k | 84.53 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $964k | +39% | 12k | 83.09 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $943k | 7.0k | 135.07 |
|
|
| At&t (T) | 0.2 | $943k | 43k | 22.00 |
|
|
| Philip Morris International (PM) | 0.2 | $930k | 7.7k | 121.41 |
|
|
| Caterpillar (CAT) | 0.2 | $928k | -3% | 2.4k | 391.12 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $905k | 1.5k | 584.63 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $887k | +6% | 14k | 62.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $882k | 1.5k | 573.57 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $881k | 5.0k | 174.57 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $880k | 11k | 83.21 |
|
|
| Danaher Corporation (DHR) | 0.1 | $880k | 3.2k | 278.02 |
|
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| Thermo Fisher Scientific (TMO) | 0.1 | $852k | 1.4k | 618.66 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $846k | 14k | 59.57 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $840k | -15% | 15k | 57.41 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $835k | +9717% | 3.4k | 243.06 |
|
| Chesapeake Energy Corp (CHK) | 0.1 | $829k | 10k | 82.25 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $819k | -3% | 6.8k | 121.16 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $802k | -3% | 11k | 73.42 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $794k | -18% | 4.2k | 189.80 |
|
| Abbott Laboratories (ABT) | 0.1 | $793k | +11% | 7.0k | 114.01 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $772k | -2% | 7.9k | 97.42 |
|
| Abbvie (ABBV) | 0.1 | $759k | +4% | 3.8k | 197.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $740k | 3.0k | 246.48 |
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| Solid Power Class A Com (SLDP) | 0.1 | $733k | 543k | 1.35 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $731k | +5% | 2.1k | 353.56 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $723k | -3% | 14k | 51.50 |
|
| Medtronic SHS (MDT) | 0.1 | $719k | -7% | 8.0k | 90.03 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $715k | 3.6k | 197.17 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $714k | -3% | 1.4k | 517.78 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $709k | 4.4k | 162.91 |
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| Pepsi (PEP) | 0.1 | $696k | 4.1k | 170.04 |
|
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| United Rentals (URI) | 0.1 | $683k | 844.00 | 809.73 |
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| General Dynamics Corporation (GD) | 0.1 | $660k | 2.2k | 302.20 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $658k | 5.7k | 115.02 |
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| Netflix (NFLX) | 0.1 | $642k | +3% | 905.00 | 709.27 |
|
| General Mills (GIS) | 0.1 | $640k | -6% | 8.7k | 73.85 |
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.1 | $612k | NEW | 25k | 24.18 |
|
| D.R. Horton (DHI) | 0.1 | $611k | 3.2k | 190.77 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $600k | 5.2k | 115.30 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $595k | +2% | 8.1k | 73.67 |
|
| ConocoPhillips (COP) | 0.1 | $592k | -9% | 5.6k | 105.28 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $578k | +17% | 11k | 54.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $578k | -3% | 3.3k | 173.69 |
|
| 3M Company (MMM) | 0.1 | $571k | 4.2k | 136.71 |
|
|
| CRH Ord (CRH) | 0.1 | $567k | +2% | 6.1k | 92.74 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $565k | 22k | 26.17 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $565k | +11% | 11k | 51.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $555k | 3.3k | 167.19 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $554k | +43% | 4.4k | 125.96 |
|
| F.N.B. Corporation (FNB) | 0.1 | $528k | 37k | 14.11 |
|
|
| Verizon Communications (VZ) | 0.1 | $525k | +9% | 12k | 44.91 |
|
| Eaton Corp SHS (ETN) | 0.1 | $520k | 1.6k | 331.44 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $519k | 20k | 26.40 |
|
|
| Altria (MO) | 0.1 | $507k | +7% | 9.9k | 51.04 |
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| Qualcomm (QCOM) | 0.1 | $505k | 3.0k | 170.07 |
|
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| Servicenow (NOW) | 0.1 | $494k | +4% | 552.00 | 894.39 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $491k | +29% | 10k | 48.54 |
|
| McDonald's Corporation (MCD) | 0.1 | $490k | 1.6k | 304.51 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $483k | 1.5k | 322.00 |
|
|
| Stryker Corporation (SYK) | 0.1 | $481k | -9% | 1.3k | 361.26 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $474k | +1328% | 7.5k | 63.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $473k | +50% | 4.4k | 108.63 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $471k | 11k | 41.69 |
|
|
| Cigna Corp (CI) | 0.1 | $467k | 1.3k | 346.44 |
|
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| Lam Research Corporation (LRCX) | 0.1 | $466k | 571.00 | 816.08 |
|
|
| Fiserv (FI) | 0.1 | $463k | 2.6k | 179.65 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $459k | 3.0k | 151.62 |
|
|
| Lowe's Companies (LOW) | 0.1 | $455k | +3% | 1.7k | 270.85 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $451k | +9% | 8.7k | 51.74 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $451k | -10% | 7.2k | 62.34 |
|
| salesforce (CRM) | 0.1 | $442k | +8% | 1.6k | 273.71 |
|
| Citigroup Com New (C) | 0.1 | $440k | 7.0k | 62.60 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $430k | 2.8k | 154.02 |
|
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| Waste Management (WM) | 0.1 | $430k | 2.1k | 207.60 |
|
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| International Business Machines (IBM) | 0.1 | $415k | +4% | 1.9k | 221.07 |
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| Target Corporation (TGT) | 0.1 | $413k | 2.6k | 155.86 |
|
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| Linde SHS (LIN) | 0.1 | $406k | +2% | 851.00 | 476.86 |
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| Starbucks Corporation (SBUX) | 0.1 | $396k | +6% | 4.1k | 97.49 |
|
| Applied Materials (AMAT) | 0.1 | $393k | -20% | 1.9k | 202.09 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $386k | +40% | 7.5k | 51.12 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $385k | +291% | 7.6k | 50.57 |
|
| Unilever Spon Adr New (UL) | 0.1 | $385k | 5.9k | 64.96 |
|
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| Microchip Technology (MCHP) | 0.1 | $378k | -2% | 4.7k | 80.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $376k | -24% | 451.00 | 833.25 |
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| S&p Global (SPGI) | 0.1 | $371k | +2% | 718.00 | 516.62 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $371k | +215% | 15k | 25.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $370k | +4% | 2.0k | 188.58 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $367k | 5.1k | 72.29 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $366k | -18% | 2.1k | 174.05 |
|
| AutoZone (AZO) | 0.1 | $359k | +2% | 114.00 | 3150.04 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $356k | -23% | 3.1k | 112.99 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $353k | 7.9k | 44.71 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $351k | -2% | 3.8k | 91.31 |
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| Pfizer (PFE) | 0.1 | $348k | 12k | 28.94 |
|
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $341k | NEW | 4.4k | 77.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $340k | -22% | 1.4k | 237.14 |
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| TJX Companies (TJX) | 0.1 | $338k | 2.9k | 117.54 |
|
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| Intuit (INTU) | 0.1 | $330k | +3% | 531.00 | 621.00 |
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| GSK Sponsored Adr (GSK) | 0.1 | $327k | 8.0k | 40.88 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $316k | 11k | 29.11 |
|
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| Walt Disney Company (DIS) | 0.1 | $313k | -11% | 3.2k | 96.19 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.1 | $309k | -9% | 6.3k | 48.84 |
|
| AFLAC Incorporated (AFL) | 0.0 | $306k | 2.7k | 111.80 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $305k | 2.9k | 103.82 |
|
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| Anthem (ELV) | 0.0 | $305k | -2% | 586.00 | 520.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $303k | +2% | 780.00 | 388.73 |
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| Rbc Cad (RY) | 0.0 | $302k | 2.4k | 124.73 |
|
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| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $299k | 14k | 20.72 |
|
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| Credicorp (BAP) | 0.0 | $299k | 1.7k | 180.97 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $297k | 6.2k | 47.85 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $295k | -8% | 6.0k | 48.98 |
|
| Wells Fargo & Company (WFC) | 0.0 | $291k | 5.1k | 56.49 |
|
|
| Sun Life Financial (SLF) | 0.0 | $290k | 5.0k | 58.02 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $290k | 13k | 22.27 |
|
|
| American Express Company (AXP) | 0.0 | $287k | -7% | 1.1k | 271.20 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $286k | +18% | 2.4k | 119.63 |
|
| Kla Corp Com New (KLAC) | 0.0 | $283k | +3% | 366.00 | 774.41 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $282k | +22% | 5.6k | 50.28 |
|
| Honeywell International (HON) | 0.0 | $282k | -14% | 1.4k | 206.71 |
|
| Autoliv (ALV) | 0.0 | $281k | 3.0k | 93.37 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $281k | +38% | 2.6k | 106.19 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.0 | $273k | -17% | 6.6k | 41.66 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $272k | NEW | 3.6k | 75.51 |
|
| Cintas Corporation (CTAS) | 0.0 | $271k | +315% | 1.3k | 205.88 |
|
| Morgan Stanley Com New (MS) | 0.0 | $270k | -2% | 2.6k | 104.24 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $269k | +3% | 425.00 | 631.82 |
|
| BlackRock (BLK) | 0.0 | $268k | +11% | 282.00 | 949.51 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $267k | 5.8k | 45.86 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $262k | 3.4k | 77.61 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $262k | -2% | 533.00 | 491.27 |
|
| Chubb (CB) | 0.0 | $252k | 873.00 | 288.39 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $249k | 1.6k | 160.64 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $249k | 3.6k | 68.29 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $244k | -9% | 3.8k | 64.62 |
|
| Bank of America Corporation (BAC) | 0.0 | $244k | +18% | 6.1k | 39.68 |
|
| Emerson Electric (EMR) | 0.0 | $244k | 2.2k | 109.37 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $242k | 4.2k | 57.63 |
|
|
| Arista Networks (ANET) | 0.0 | $241k | +3% | 627.00 | 383.82 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $240k | 5.6k | 42.77 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $239k | +2% | 1.2k | 195.38 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $232k | 1.1k | 220.90 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $231k | 3.7k | 62.11 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $230k | -5% | 1.7k | 136.34 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $230k | 3.6k | 63.26 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $228k | 2.5k | 90.20 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $228k | -18% | 3.2k | 71.17 |
|
| Grupo Aeropuerto Del Pacific Spon Ads B (PAC) | 0.0 | $226k | 1.3k | 174.02 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $226k | +2% | 1.2k | 187.46 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $225k | +10% | 3.8k | 59.74 |
|
| Canadian Natl Ry (CNI) | 0.0 | $224k | 1.9k | 117.15 |
|
|
| PNC Financial Services (PNC) | 0.0 | $223k | +2% | 1.2k | 184.89 |
|
| American Tower Reit (AMT) | 0.0 | $221k | 950.00 | 232.56 |
|
|
| Moody's Corporation (MCO) | 0.0 | $220k | 464.00 | 474.59 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $219k | 584.00 | 375.38 |
|
|
| Marvell Technology (MRVL) | 0.0 | $218k | 3.0k | 72.12 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $216k | +2% | 825.00 | 262.07 |
|
| Progressive Corporation (PGR) | 0.0 | $215k | +10% | 849.00 | 253.76 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $214k | +2% | 961.00 | 223.09 |
|
Past Filings by CVA Family Office
SEC 13F filings are viewable for CVA Family Office going back to 2019
- CVA Family Office 2024 Q3 filed Oct. 10, 2024
- CVA Family Office 2024 Q2 filed July 10, 2024
- CVA Family Office 2024 Q1 filed April 10, 2024
- CVA Family Office 2023 Q4 filed Jan. 16, 2024
- CVA Family Office 2023 Q3 filed Oct. 11, 2023
- CVA Family Office 2023 Q2 filed July 10, 2023
- CVA Family Office 2023 Q1 filed April 27, 2023
- CVA Family Office 2022 Q4 filed Feb. 22, 2023
- CVA Family Office 2022 Q3 filed Nov. 22, 2022
- CVA Family Office 2022 Q2 filed July 11, 2022
- CVA Family Office 2022 Q1 filed April 22, 2022
- CVA Family Office 2021 Q4 filed Jan. 25, 2022
- CVA Family Office 2021 Q3 filed Oct. 12, 2021
- CVA Family Office 2021 Q2 filed July 13, 2021
- CVA Family Office 2021 Q1 filed April 14, 2021
- CVA Family Office 2020 Q4 filed Jan. 15, 2021