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 24.47% of CVA Family Office's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$42M), SCHX (+$7.6M), SCHB, FNDX, QQQ, SCHG, FNDB, SCHF, DFAU, BINC.
- Started 91 new stock positions in HEES, GT, CC, EZU, DJT, CPRI, IWC, NVR, ROCK, SMMU.
- Reduced shares in these 10 stocks: DFAC, VEA, USFR, VOO, DFUS, AMD, VHT, JNJ, FLRN, GUNR.
- Sold out of its positions in ADT, ASGN, ARKG, ALLY, AMTM, AEO, FOLD, Avangrid, BIDU, BFAM.
- CVA Family Office was a net buyer of stock by $90M.
- CVA Family Office has $632M in assets under management (AUM), dropping by 2.53%.
- Central Index Key (CIK): 0001802084
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Portfolio Holdings for CVA Family Office
CVA Family Office holds 1287 positions in its portfolio as reported in the December 2024 quarterly 13F filing
CVA Family Office has 1287 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CVA Family Office Dec. 31, 2024 positions
- Download the CVA Family Office December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 9.9 | $63M | +195% | 2.3M | 27.32 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.1 | $26M | 773k | 33.21 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 3.9 | $25M | +6% | 40k | 621.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $21M | -5% | 39k | 538.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $20M | 34k | 588.67 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.5 | $16M | -20% | 452k | 34.59 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.4 | $15M | +11% | 379k | 40.49 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.2 | $14M | 144k | 96.93 |
|
|
| Apple (AAPL) | 2.1 | $14M | +5% | 54k | 250.42 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.9 | $12M | +6% | 205k | 57.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $11M | +230% | 468k | 23.18 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $10M | +12% | 168k | 61.37 |
|
| Microsoft Corporation (MSFT) | 1.6 | $10M | +7% | 24k | 421.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $8.7M | +5% | 44k | 195.83 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $8.3M | 72k | 115.22 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.3 | $8.0M | 275k | 29.20 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $7.8M | +7% | 58k | 134.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $7.8M | +2% | 27k | 289.81 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $7.3M | +25% | 75k | 96.90 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.1 | $7.3M | +2% | 250k | 29.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $6.9M | +71% | 14k | 511.22 |
|
| Vanguard World Health Car Etf (VHT) | 1.1 | $6.9M | -6% | 27k | 253.69 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $6.8M | +195% | 299k | 22.70 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $6.7M | -19% | 139k | 47.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $6.3M | 14k | 453.28 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $6.2M | -4% | 54k | 115.18 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.0 | $6.1M | +7% | 122k | 50.15 |
|
| Broadcom (AVGO) | 0.9 | $5.9M | +3% | 26k | 231.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $5.6M | +9% | 30k | 189.30 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.9 | $5.6M | +2% | 102k | 54.89 |
|
| Amazon (AMZN) | 0.9 | $5.4M | +12% | 25k | 219.39 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.8 | $5.1M | +43% | 98k | 52.02 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $5.1M | +14% | 53k | 96.53 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.8 | $5.1M | -15% | 79k | 63.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $5.0M | 39k | 127.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $4.8M | 78k | 62.31 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.7 | $4.7M | +194% | 198k | 23.68 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $3.7M | 18k | 206.92 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $3.5M | -2% | 28k | 124.91 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.5 | $3.5M | 49k | 70.55 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $3.5M | +49% | 103k | 33.79 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $3.4M | +109% | 185k | 18.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $3.3M | 47k | 70.28 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $3.1M | +301% | 113k | 27.87 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.5 | $3.1M | 28k | 107.96 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.5 | $3.1M | +151% | 132k | 23.26 |
|
| Kinder Morgan (KMI) | 0.5 | $3.0M | 108k | 27.40 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $2.9M | +8% | 5.0k | 585.53 |
|
| Tesla Motors (TSLA) | 0.5 | $2.9M | +9% | 7.2k | 403.84 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.8M | +16% | 25k | 110.11 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $2.8M | +71% | 78k | 35.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.7M | +4% | 11k | 239.70 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.5M | +3% | 28k | 90.35 |
|
| Coca-Cola Company (KO) | 0.4 | $2.3M | +2% | 37k | 62.26 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.4 | $2.2M | -13% | 61k | 36.36 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $2.1M | +127% | 94k | 22.70 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | +3% | 2.7k | 772.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | +4% | 3.7k | 526.53 |
|
| Visa Com Cl A (V) | 0.3 | $1.9M | +53% | 6.0k | 316.04 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.8M | 9.1k | 198.18 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | +4% | 1.9k | 916.08 |
|
| Home Depot (HD) | 0.3 | $1.7M | +45% | 4.5k | 388.98 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.7M | +4% | 10k | 167.65 |
|
| Cisco Systems (CSCO) | 0.3 | $1.6M | +27% | 28k | 59.20 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.6M | 40k | 40.41 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | +2% | 15k | 107.57 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.6M | +17% | 20k | 80.27 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.6M | 20k | 78.01 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $1.5M | 19k | 77.89 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.5M | 21k | 70.71 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.5M | +16% | 8.8k | 166.64 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.5M | 4.4k | 334.25 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.4M | +342% | 51k | 27.71 |
|
| Zions Bancorporation (ZION) | 0.2 | $1.4M | 25k | 54.25 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $1.4M | -12% | 55k | 24.86 |
|
| Chevron Corporation (CVX) | 0.2 | $1.3M | +9% | 9.3k | 144.84 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $1.3M | -22% | 42k | 30.73 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $1.3M | -14% | 49k | 25.37 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.3M | 12k | 101.53 |
|
|
| UnitedHealth (UNH) | 0.2 | $1.2M | +4% | 2.4k | 505.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | 3.0k | 410.40 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $1.2M | 5.7k | 211.38 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.2M | -5% | 7.5k | 154.96 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.1M | +399% | 54k | 21.16 |
|
| Merck & Co (MRK) | 0.2 | $1.1M | +3% | 11k | 99.48 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.0M | +19% | 17k | 61.34 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.0M | -6% | 16k | 65.08 |
|
| Solid Power Class A Com (SLDP) | 0.2 | $1.0M | 543k | 1.89 |
|
|
| Chesapeake Energy Corp (EXE) | 0.2 | $1.0M | 10k | 99.55 |
|
|
| At&t (T) | 0.2 | $979k | 43k | 22.77 |
|
|
| Philip Morris International (PM) | 0.2 | $966k | +4% | 8.0k | 120.36 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $949k | +157% | 20k | 48.31 |
|
| Amgen (AMGN) | 0.1 | $933k | 3.6k | 260.64 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $915k | -2% | 24k | 37.53 |
|
| Johnson & Johnson (JNJ) | 0.1 | $913k | -30% | 6.3k | 144.62 |
|
| Morgan Stanley Com New (MS) | 0.1 | $910k | +178% | 7.2k | 125.72 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $899k | 6.8k | 131.28 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $890k | +374% | 12k | 77.27 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $884k | 33k | 26.63 |
|
|
| Caterpillar (CAT) | 0.1 | $881k | +2% | 2.4k | 362.80 |
|
| Netflix (NFLX) | 0.1 | $875k | +8% | 982.00 | 891.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $872k | -3% | 1.5k | 586.04 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $856k | 11k | 80.93 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $855k | 5.0k | 169.28 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $845k | +100% | 29k | 29.70 |
|
| Nextera Energy (NEE) | 0.1 | $835k | 12k | 71.69 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $834k | +5% | 7.4k | 113.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $832k | 3.4k | 242.13 |
|
|
| Medtronic SHS (MDT) | 0.1 | $815k | +27% | 10k | 79.88 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $804k | +2% | 6.9k | 115.72 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $774k | 4.2k | 185.13 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $771k | +6% | 2.2k | 351.86 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $759k | 1.6k | 485.96 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $752k | +5% | 1.4k | 520.31 |
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| Danaher Corporation (DHR) | 0.1 | $749k | +3% | 3.3k | 229.55 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $749k | NEW | 9.9k | 75.67 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $741k | 11k | 67.88 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $725k | -5% | 14k | 52.22 |
|
| Abbvie (ABBV) | 0.1 | $722k | +5% | 4.1k | 177.71 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $707k | 7.9k | 89.08 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $707k | +94% | 27k | 25.86 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $696k | +6% | 3.5k | 197.51 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $692k | 3.6k | 190.88 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $691k | 3.0k | 228.04 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $674k | +301% | 3.1k | 214.87 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $650k | +132% | 6.2k | 105.48 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $631k | +265% | 9.7k | 65.08 |
|
| Servicenow (NOW) | 0.1 | $628k | +7% | 592.00 | 1060.12 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $626k | 3.3k | 190.44 |
|
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.1 | $625k | 26k | 24.51 |
|
|
| Goldman Sachs (GS) | 0.1 | $624k | +2495% | 1.1k | 572.37 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $614k | 4.4k | 139.50 |
|
|
| Pepsi (PEP) | 0.1 | $609k | -2% | 4.0k | 152.05 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $608k | +2% | 11k | 56.38 |
|
| salesforce (CRM) | 0.1 | $603k | +11% | 1.8k | 334.34 |
|
| United Rentals (URI) | 0.1 | $599k | 850.00 | 704.44 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $596k | -2% | 1.3k | 444.68 |
|
| General Dynamics Corporation (GD) | 0.1 | $583k | 2.2k | 263.54 |
|
|
| CRH Ord (CRH) | 0.1 | $577k | +2% | 6.2k | 92.52 |
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| General Mills (GIS) | 0.1 | $568k | +2% | 8.9k | 63.77 |
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| ConocoPhillips (COP) | 0.1 | $560k | 5.6k | 99.17 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $557k | 11k | 50.50 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $557k | 5.7k | 97.31 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $557k | +20% | 5.2k | 106.55 |
|
| F.N.B. Corporation (FNB) | 0.1 | $553k | 37k | 14.78 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $551k | +5% | 1.7k | 331.87 |
|
| 3M Company (MMM) | 0.1 | $548k | 4.2k | 129.09 |
|
|
| Fiserv (FI) | 0.1 | $543k | +2% | 2.6k | 205.42 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $543k | +1130% | 7.3k | 74.01 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $543k | -3% | 5.0k | 107.74 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $536k | NEW | 11k | 50.43 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $532k | +7% | 9.4k | 56.56 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $531k | +55% | 6.0k | 88.79 |
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| Altria (MO) | 0.1 | $528k | 10k | 52.29 |
|
|
| Citigroup Com New (C) | 0.1 | $520k | +5% | 7.4k | 70.39 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $516k | 1.5k | 343.39 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $515k | +6% | 11k | 47.77 |
|
| McDonald's Corporation (MCD) | 0.1 | $510k | +9% | 1.8k | 289.89 |
|
| Stryker Corporation (SYK) | 0.1 | $501k | +4% | 1.4k | 360.05 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $494k | 20k | 25.10 |
|
|
| Verizon Communications (VZ) | 0.1 | $492k | +5% | 12k | 39.99 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $483k | NEW | 3.3k | 145.35 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $481k | +283% | 2.7k | 175.23 |
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| Qualcomm (QCOM) | 0.1 | $475k | +4% | 3.1k | 153.60 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $474k | -5% | 21k | 23.12 |
|
| International Business Machines (IBM) | 0.1 | $465k | +12% | 2.1k | 219.82 |
|
| Lam Research Corporation | 0.1 | $465k | +1026% | 6.4k | 72.23 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $461k | NEW | 5.6k | 81.98 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $455k | +64% | 3.9k | 115.56 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $452k | 7.2k | 62.51 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $451k | +32% | 5.8k | 77.22 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $451k | +115% | 4.5k | 100.25 |
|
| D.R. Horton (DHI) | 0.1 | $450k | 3.2k | 139.82 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $438k | 7.6k | 57.41 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $434k | +14% | 8.7k | 50.13 |
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| Lowe's Companies (LOW) | 0.1 | $428k | +3% | 1.7k | 246.80 |
|
| Waste Management (WM) | 0.1 | $428k | +2% | 2.1k | 201.79 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $422k | -8% | 10k | 40.92 |
|
| Wells Fargo & Company (WFC) | 0.1 | $419k | +16% | 6.0k | 70.24 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $416k | +15% | 17k | 24.90 |
|
| Walt Disney Company (DIS) | 0.1 | $411k | +13% | 3.7k | 111.35 |
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| Advanced Micro Devices (AMD) | 0.1 | $407k | -59% | 3.4k | 120.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $403k | -16% | 2.5k | 159.52 |
|
| Linde SHS (LIN) | 0.1 | $391k | +9% | 934.00 | 418.67 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $391k | -18% | 6.5k | 59.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $384k | 2.8k | 137.57 |
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|
| Starbucks Corporation (SBUX) | 0.1 | $381k | +2% | 4.2k | 91.25 |
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| AutoZone (AZO) | 0.1 | $375k | +2% | 117.00 | 3202.00 |
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| TJX Companies (TJX) | 0.1 | $373k | +7% | 3.1k | 120.81 |
|
| S&p Global (SPGI) | 0.1 | $372k | +3% | 746.00 | 498.03 |
|
| Cigna Corp (CI) | 0.1 | $368k | 1.3k | 276.14 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $366k | 14k | 25.35 |
|
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| Target Corporation (TGT) | 0.1 | $360k | 2.7k | 135.18 |
|
|
| Intuit (INTU) | 0.1 | $360k | +7% | 572.00 | 628.50 |
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| Marvell Technology (MRVL) | 0.1 | $358k | +7% | 3.2k | 110.45 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $358k | 5.1k | 70.59 |
|
|
| Honeywell International (HON) | 0.1 | $350k | +13% | 1.5k | 225.89 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $344k | 1.4k | 240.36 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $344k | +5% | 2.1k | 166.79 |
|
| American Express Company (AXP) | 0.1 | $343k | +9% | 1.2k | 296.79 |
|
| Enterprise Products Partners (EPD) | 0.1 | $341k | 11k | 31.36 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $339k | 7.9k | 42.92 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $339k | +873% | 4.7k | 71.91 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $337k | 3.2k | 106.83 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $336k | 5.9k | 56.70 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $333k | +19% | 637.00 | 521.96 |
|
| BlackRock | 0.1 | $329k | +13% | 321.00 | 1025.11 |
|
| United Parcel Service CL B (UPS) | 0.1 | $328k | +54% | 2.6k | 126.10 |
|
| Applied Materials (AMAT) | 0.1 | $327k | +3% | 2.0k | 162.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $324k | +3% | 468.00 | 693.08 |
|
| Bank of America Corporation (BAC) | 0.1 | $324k | +20% | 7.4k | 43.95 |
|
| Credicorp (BAP) | 0.0 | $303k | 1.7k | 183.32 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $301k | +4% | 816.00 | 369.35 |
|
| Arista Networks (ANET) | 0.0 | $299k | +330% | 2.7k | 110.53 |
|
| Sun Life Financial (SLF) | 0.0 | $297k | 5.0k | 59.34 |
|
|
| Rbc Cad (RY) | 0.0 | $292k | 2.4k | 120.51 |
|
|
| Emerson Electric (EMR) | 0.0 | $289k | +4% | 2.3k | 123.92 |
|
| Pfizer (PFE) | 0.0 | $288k | -9% | 11k | 26.53 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $286k | +5% | 450.00 | 636.03 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $285k | 13k | 21.92 |
|
|
| Autoliv (ALV) | 0.0 | $282k | 3.0k | 93.79 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $280k | 2.7k | 103.44 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $276k | +3% | 3.0k | 90.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $274k | 6.2k | 44.04 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $272k | 3.7k | 74.48 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $271k | 8.0k | 33.82 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $269k | -21% | 1.6k | 163.42 |
|
| Booking Holdings (BKNG) | 0.0 | $268k | +31% | 54.00 | 4968.43 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.0 | $267k | 6.6k | 40.68 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $266k | -3% | 5.4k | 49.05 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $261k | +79% | 11k | 24.06 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $260k | -48% | 2.3k | 114.48 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $259k | +6% | 6.0k | 43.38 |
|
| Cintas Corporation (CTAS) | 0.0 | $256k | +6% | 1.4k | 182.70 |
|
| Chubb (CB) | 0.0 | $255k | +5% | 921.00 | 276.30 |
|
| Microchip Technology (MCHP) | 0.0 | $254k | -5% | 4.4k | 57.35 |
|
| Kla Corp Com New (KLAC) | 0.0 | $250k | +8% | 396.00 | 630.12 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $245k | 2.5k | 97.05 |
|
|
| Capital One Financial (COF) | 0.0 | $244k | +3% | 1.4k | 178.32 |
|
| PNC Financial Services (PNC) | 0.0 | $243k | +4% | 1.3k | 192.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $243k | 5.8k | 41.82 |
|
|
| Ameren Corporation (AEE) | 0.0 | $242k | +12% | 2.7k | 89.14 |
|
| Intercontinental Exchange (ICE) | 0.0 | $241k | +4% | 1.6k | 149.01 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $241k | +3% | 3.7k | 64.53 |
|
| Illinois Tool Works (ITW) | 0.0 | $235k | +12% | 927.00 | 253.56 |
|
| Deere & Company (DE) | 0.0 | $235k | +9% | 555.00 | 423.47 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $235k | 584.00 | 401.58 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $234k | +26% | 20k | 11.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $233k | 1.1k | 220.95 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $232k | +10% | 1.3k | 172.42 |
|
Past Filings by CVA Family Office
SEC 13F filings are viewable for CVA Family Office going back to 2019
- CVA Family Office 2024 Q4 filed Jan. 7, 2025
- 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