CVA Family Office
Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, FNDF, VOO, IVV, VEA, and represent 27.13% of CVA Family Office's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$6.2M), AVUS, FNDE, FNDF, AVDE, JEPI, DFAC, SCHD, VEA, DFAI.
- Started 134 new stock positions in UA, AGR, IWF, TFX, OVV, OSH, TD, ABEV, MGA, UBER.
- Reduced shares in these 10 stocks: IEFA, QQQ, GUNR, VCSH, GSLC, SCHP, EFAV, IJR, SCHF, IEMG.
- Sold out of its positions in Abiomed, ACI, AA, Alleghany Corporation, ABC, Ampio Pharmaceuticals, Avalara, BURL, CHRW, CCL.
- CVA Family Office was a net buyer of stock by $12M.
- CVA Family Office has $412M in assets under management (AUM), dropping by 11.94%.
- Central Index Key (CIK): 0001802084
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Portfolio Holdings for CVA Family Office
CVA Family Office holds 945 positions in its portfolio as reported in the December 2022 quarterly 13F filing
CVA Family Office has 945 total positions. Only the first 250 positions are shown.
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- Download the CVA Family Office December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 13.5 | $56M | +2% | 735k | 75.54 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 4.3 | $18M | +11% | 616k | 29.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $15M | +71% | 42k | 351.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $12M | 31k | 384.21 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $12M | +10% | 280k | 41.97 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.8 | $12M | +13% | 483k | 24.28 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 2.5 | $10M | -5% | 32k | 319.41 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $8.6M | -7% | 91k | 94.64 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $8.0M | +21% | 148k | 54.49 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.7 | $7.0M | +68% | 102k | 68.01 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.6 | $6.8M | +43% | 273k | 24.78 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.6 | $6.7M | -7% | 249k | 27.02 | |
| Vanguard World Fds Health Car Etf (VHT) | 1.6 | $6.6M | +15% | 27k | 248.05 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.5 | $6.4M | +16% | 254k | 25.04 | |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $6.3M | +8% | 140k | 45.15 | |
| Apple (AAPL) | 1.4 | $5.8M | 45k | 129.93 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $5.6M | -9% | 36k | 158.80 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $5.6M | -5% | 29k | 191.19 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $5.1M | -5% | 113k | 44.81 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $4.9M | 33k | 151.85 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $4.7M | -6% | 19k | 241.90 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.1 | $4.5M | +70% | 84k | 53.19 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $4.4M | -20% | 58k | 76.13 | |
| Microsoft Corporation (MSFT) | 1.0 | $4.3M | -2% | 18k | 239.82 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 1.0 | $4.2M | -32% | 96k | 43.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.9M | -5% | 13k | 308.90 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $3.6M | +4% | 36k | 102.85 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $3.6M | +25% | 49k | 74.51 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.9 | $3.5M | +10% | 66k | 53.44 | |
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.8 | $3.4M | -4% | 65k | 52.62 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $3.4M | -41% | 55k | 61.64 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $3.2M | -17% | 100k | 32.21 | |
| Fathom Digital Mfg Corp Cl A Com (FATH) | 0.7 | $3.0M | 2.3M | 1.32 | ||
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.7 | $2.8M | -18% | 129k | 21.95 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $2.7M | 19k | 145.93 | ||
| Flexshares Tr Qualt Divd Idx (QDF) | 0.7 | $2.7M | 51k | 52.60 | ||
| Coca-Cola Company (KO) | 0.5 | $2.2M | 35k | 63.61 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $2.2M | -14% | 52k | 41.61 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.1M | -9% | 20k | 108.21 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $2.0M | -4% | 64k | 30.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.0M | -10% | 22k | 88.23 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $1.9M | -11% | 89k | 21.60 | |
| Kinder Morgan (KMI) | 0.5 | $1.9M | 104k | 18.08 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $1.8M | -19% | 77k | 23.67 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.8M | -50% | 24k | 75.19 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $1.8M | -29% | 29k | 63.59 | |
| Solid Power Class A Com (SLDP) | 0.4 | $1.7M | 683k | 2.54 | ||
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.4 | $1.7M | 56k | 30.39 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.6M | -39% | 32k | 51.79 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.6M | -29% | 35k | 46.70 | |
| Chevron Corporation (CVX) | 0.4 | $1.5M | 8.6k | 179.49 | ||
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $1.5M | 23k | 64.34 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $1.5M | -8% | 14k | 106.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | 13k | 110.30 | ||
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 7.7k | 176.65 | ||
| Procter & Gamble Company (PG) | 0.3 | $1.3M | -3% | 8.3k | 151.56 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 8.6k | 141.78 | ||
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | +2% | 8.9k | 134.09 | |
| Amazon (AMZN) | 0.3 | $1.2M | -17% | 14k | 84.00 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $1.2M | 24k | 49.00 | ||
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | +14% | 3.3k | 347.73 | |
| Merck & Co (MRK) | 0.3 | $1.1M | +3% | 10k | 110.95 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $1.1M | -25% | 35k | 31.47 | |
| Cisco Systems (CSCO) | 0.3 | $1.1M | -5% | 23k | 47.64 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.1M | -2% | 40k | 26.49 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.3 | $1.0M | +67% | 5.4k | 191.57 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $994k | +5% | 6.6k | 151.65 | |
| UnitedHealth (UNH) | 0.2 | $990k | 1.9k | 530.18 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $971k | 4.4k | 220.68 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $960k | -2% | 8.0k | 120.60 | |
| Eli Lilly & Co. (LLY) | 0.2 | $941k | +6% | 2.6k | 365.84 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.2 | $929k | -16% | 20k | 46.72 | |
| Pfizer (PFE) | 0.2 | $924k | +7% | 18k | 51.24 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.2 | $914k | -20% | 11k | 82.25 | |
| Home Depot (HD) | 0.2 | $904k | -4% | 2.9k | 315.89 | |
| Danaher Corporation (DHR) | 0.2 | $894k | 3.4k | 265.42 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $875k | +3% | 11k | 82.48 | |
| Nextera Energy (NEE) | 0.2 | $870k | +6% | 10k | 83.60 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $865k | 8.3k | 104.24 | ||
| Broadcom (AVGO) | 0.2 | $862k | +9% | 1.5k | 559.24 | |
| Philip Morris International (PM) | 0.2 | $834k | -2% | 8.2k | 101.22 | |
| Costco Wholesale Corporation (COST) | 0.2 | $780k | +2% | 1.7k | 456.53 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $750k | 12k | 60.36 | ||
| ConocoPhillips (COP) | 0.2 | $750k | -4% | 6.4k | 118.00 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $741k | -9% | 18k | 40.51 | |
| Visa Com Cl A (V) | 0.2 | $741k | -6% | 3.6k | 207.76 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $737k | +33% | 21k | 34.97 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $717k | -12% | 12k | 59.57 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $715k | -8% | 1.3k | 550.69 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $697k | +159% | 12k | 58.50 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $693k | +2% | 1.4k | 486.49 | |
| Pepsi (PEP) | 0.2 | $690k | +2% | 3.8k | 180.64 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $688k | +2965% | 15k | 44.90 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $671k | -28% | 14k | 47.43 | |
| Caterpillar (CAT) | 0.2 | $664k | +5% | 2.8k | 239.52 | |
| General Mills (GIS) | 0.2 | $646k | +4% | 7.7k | 83.85 | |
| Amgen (AMGN) | 0.2 | $631k | 2.4k | 262.69 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $618k | -10% | 1.6k | 382.50 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $617k | -38% | 28k | 22.42 | |
| Abbott Laboratories (ABT) | 0.1 | $614k | -9% | 5.6k | 109.79 | |
| Intel Corporation (INTC) | 0.1 | $614k | -9% | 23k | 26.43 | |
| Perficient (PRFT) | 0.1 | $611k | 8.7k | 69.83 | ||
| Oracle Corporation (ORCL) | 0.1 | $607k | 7.4k | 81.74 | ||
| At&t (T) | 0.1 | $598k | -21% | 33k | 18.41 | |
| NVIDIA Corporation (NVDA) | 0.1 | $558k | +34% | 3.8k | 146.14 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $553k | +20% | 3.6k | 153.36 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $553k | -3% | 13k | 43.95 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $540k | +88% | 5.3k | 102.81 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $537k | +74% | 5.9k | 90.72 | |
| Bank of America Corporation (BAC) | 0.1 | $522k | -3% | 16k | 33.12 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $517k | 2.8k | 183.54 | ||
| Union Pacific Corporation (UNP) | 0.1 | $513k | -9% | 2.5k | 207.07 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $512k | +23% | 1.9k | 266.84 | |
| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $504k | NEW | 31k | 16.03 | |
| Proshares Tr Pshs Short Dow30 (DOG) | 0.1 | $502k | NEW | 15k | 33.33 | |
| Medtronic SHS (MDT) | 0.1 | $495k | -26% | 6.4k | 77.72 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $490k | 4.2k | 116.39 | ||
| F.N.B. Corporation (FNB) | 0.1 | $486k | 37k | 13.05 | ||
| Tesla Motors (TSLA) | 0.1 | $478k | -5% | 3.9k | 123.18 | |
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $463k | +18% | 9.5k | 48.62 | |
| Abbvie (ABBV) | 0.1 | $461k | 2.9k | 161.61 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $451k | +1760% | 3.1k | 145.07 | |
| General Dynamics Corporation (GD) | 0.1 | $445k | 1.8k | 248.11 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $444k | -3% | 6.7k | 66.65 | |
| Morgan Stanley Com New (MS) | 0.1 | $427k | -2% | 5.0k | 85.02 | |
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $425k | NEW | 7.4k | 57.29 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $422k | +9% | 1.3k | 336.53 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $417k | NEW | 5.1k | 81.17 | |
| D.R. Horton (DHI) | 0.1 | $416k | 4.7k | 89.14 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $414k | -2% | 4.4k | 93.19 | |
| Starbucks Corporation (SBUX) | 0.1 | $413k | -2% | 4.2k | 99.20 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $411k | -7% | 4.0k | 102.99 | |
| 3M Company (MMM) | 0.1 | $404k | -8% | 3.4k | 119.93 | |
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.1 | $404k | NEW | 8.3k | 48.94 | |
| Cigna Corp (CI) | 0.1 | $402k | +6% | 1.2k | 331.34 | |
| Altria (MO) | 0.1 | $380k | 8.3k | 45.71 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $375k | 2.8k | 135.85 | ||
| United Parcel Service CL B (UPS) | 0.1 | $367k | -13% | 2.1k | 173.84 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $366k | 11k | 33.48 | ||
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $354k | +114% | 8.9k | 39.85 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $344k | 5.2k | 65.61 | ||
| McDonald's Corporation (MCD) | 0.1 | $342k | +9% | 1.3k | 263.53 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $340k | +317% | 622.00 | 546.40 | |
| Stryker Corporation (SYK) | 0.1 | $337k | +32% | 1.4k | 244.49 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $329k | -5% | 6.8k | 48.24 | |
| Meta Platforms Cl A (META) | 0.1 | $324k | +22% | 2.7k | 120.34 | |
| Bristol Myers Squibb (BMY) | 0.1 | $318k | -6% | 4.4k | 71.94 | |
| Wells Fargo & Company (WFC) | 0.1 | $315k | -8% | 7.6k | 41.29 | |
| Lowe's Companies (LOW) | 0.1 | $315k | +6% | 1.6k | 199.24 | |
| Honeywell International (HON) | 0.1 | $313k | +9% | 1.5k | 214.30 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $307k | +356% | 4.3k | 71.20 | |
| Waste Management (WM) | 0.1 | $303k | +2% | 1.9k | 156.88 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $303k | +55% | 3.9k | 77.51 | |
| Ishares Msci Pac Jp Etf (EPP) | 0.1 | $300k | +10% | 7.0k | 42.79 | |
| Unilever Spon Adr New (UL) | 0.1 | $297k | +437% | 5.9k | 50.35 | |
| GSK Sponsored Adr (GSK) | 0.1 | $295k | +4049% | 8.4k | 35.14 | |
| United Rentals (URI) | 0.1 | $293k | 823.00 | 355.42 | ||
| Kla Corp Com New (KLAC) | 0.1 | $292k | -4% | 775.00 | 377.03 | |
| Citigroup Com New (C) | 0.1 | $291k | -19% | 6.4k | 45.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $290k | +622% | 3.9k | 74.49 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $287k | 3.1k | 92.85 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $282k | 3.2k | 88.73 | ||
| Norfolk Southern (NSC) | 0.1 | $281k | -12% | 1.1k | 246.42 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $270k | +782% | 2.3k | 114.89 | |
| Canon Sponsored Adr (CAJ) | 0.1 | $267k | +428% | 12k | 21.68 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $265k | 3.0k | 87.47 | ||
| Enterprise Products Partners (EPD) | 0.1 | $261k | 11k | 24.12 | ||
| Invesco Actively Managed Etf Active Us Real (PSR) | 0.1 | $260k | +32% | 3.0k | 87.08 | |
| AutoZone (AZO) | 0.1 | $254k | 103.00 | 2466.18 | ||
| Bhp Group Sponsored Ads (BHP) | 0.1 | $251k | +1587% | 4.1k | 62.05 | |
| Linde SHS (LIN) | 0.1 | $249k | 762.00 | 326.18 | ||
| Qualcomm (QCOM) | 0.1 | $247k | +2% | 2.2k | 109.96 | |
| Nike CL B (NKE) | 0.1 | $244k | -11% | 2.1k | 117.01 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $243k | -42% | 6.2k | 38.98 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $243k | 1.4k | 174.30 | ||
| Fiserv (FISV) | 0.1 | $243k | -16% | 2.4k | 101.07 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $240k | +4817% | 6.7k | 35.57 | |
| Air Products & Chemicals (APD) | 0.1 | $239k | +30% | 775.00 | 308.26 | |
| Lam Research Corporation (LRCX) | 0.1 | $239k | +47% | 568.00 | 420.30 | |
| Anthem (ELV) | 0.1 | $239k | +2% | 465.00 | 512.97 | |
| Eaton Corp SHS (ETN) | 0.1 | $238k | -5% | 1.5k | 156.95 | |
| CRH Adr (CRH) | 0.1 | $236k | +1755% | 5.9k | 39.79 | |
| Netflix (NFLX) | 0.1 | $234k | +14% | 794.00 | 294.88 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $234k | NEW | 13k | 18.01 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $233k | NEW | 3.6k | 64.76 | |
| Sun Life Financial (SLF) | 0.1 | $232k | NEW | 5.0k | 46.42 | |
| Autoliv (ALV) | 0.1 | $230k | NEW | 3.0k | 76.58 | |
| Advanced Micro Devices (AMD) | 0.1 | $228k | +30% | 3.5k | 64.77 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $227k | +1034% | 4.7k | 48.43 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $227k | NEW | 2.5k | 90.60 | |
| Canadian Natl Ry (CNI) | 0.1 | $226k | NEW | 1.9k | 118.88 | |
| Rbc Cad (RY) | 0.1 | $226k | NEW | 2.4k | 94.02 | |
| Deere & Company (DE) | 0.1 | $225k | +10% | 525.00 | 428.94 | |
| Cnh Indl N V SHS (CNHI) | 0.1 | $225k | NEW | 14k | 16.06 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $225k | NEW | 4.0k | 56.18 | |
| Ubs Group SHS (UBS) | 0.1 | $224k | NEW | 12k | 18.67 | |
| Credicorp (BAP) | 0.1 | $224k | NEW | 1.7k | 135.66 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $223k | NEW | 2.3k | 96.99 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $220k | 5.8k | 37.90 | ||
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $218k | NEW | 80k | 2.72 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $217k | NEW | 9.6k | 22.72 | |
| Ameren Corporation (AEE) | 0.1 | $217k | 2.4k | 88.92 | ||
| American Express Company (AXP) | 0.1 | $213k | +18% | 1.4k | 147.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $207k | 973.00 | 213.09 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $206k | +1964% | 1.2k | 178.19 | |
| Colgate-Palmolive Company (CL) | 0.0 | $205k | +7% | 2.6k | 78.79 | |
| International Business Machines (IBM) | 0.0 | $198k | +5% | 1.4k | 140.88 | |
| Chubb (CB) | 0.0 | $198k | -2% | 896.00 | 220.60 | |
| Crown Castle Intl (CCI) | 0.0 | $198k | +7% | 1.5k | 135.64 | |
| Prologis (PLD) | 0.0 | $197k | +25% | 1.7k | 112.73 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $194k | NEW | 2.6k | 74.49 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $190k | -22% | 17k | 11.18 | |
| S&p Global (SPGI) | 0.0 | $190k | +80% | 567.00 | 334.94 | |
| Truist Financial Corp equities (TFC) | 0.0 | $189k | +7% | 4.4k | 43.03 | |
| Servicenow (NOW) | 0.0 | $187k | +28% | 482.00 | 388.27 | |
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $187k | NEW | 1.3k | 143.81 | |
| Verizon Communications (VZ) | 0.0 | $185k | -19% | 4.7k | 39.40 | |
| Emerson Electric (EMR) | 0.0 | $184k | +14% | 1.9k | 96.06 | |
| Devon Energy Corporation (DVN) | 0.0 | $184k | +4% | 3.0k | 61.51 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $181k | -23% | 2.6k | 69.63 | |
| CSX Corporation (CSX) | 0.0 | $179k | +41% | 5.8k | 30.98 | |
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.0 | $178k | 4.0k | 44.05 | ||
| American Tower Reit (AMT) | 0.0 | $167k | +52% | 790.00 | 211.86 | |
| Applied Materials (AMAT) | 0.0 | $167k | -26% | 1.7k | 97.40 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $164k | 9.6k | 17.08 | ||
| TJX Companies (TJX) | 0.0 | $162k | +20% | 2.0k | 79.60 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $162k | +5% | 2.5k | 64.00 | |
| Cdw (CDW) | 0.0 | $162k | +15% | 905.00 | 178.58 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $161k | 1.9k | 86.06 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $161k | 2.9k | 55.55 | ||
| Genuine Parts Company (GPC) | 0.0 | $161k | -8% | 925.00 | 173.51 | |
| Kraft Heinz (KHC) | 0.0 | $160k | 3.9k | 40.72 | ||
| Microchip Technology (MCHP) | 0.0 | $160k | -16% | 2.3k | 70.25 | |
| Illinois Tool Works (ITW) | 0.0 | $159k | +51% | 722.00 | 220.30 | |
| Walt Disney Company (DIS) | 0.0 | $157k | -47% | 1.8k | 86.86 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $157k | +3942% | 3.4k | 45.66 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $157k | 1.1k | 140.37 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $155k | 2.1k | 74.56 | ||
| BlackRock (BLK) | 0.0 | $155k | -26% | 218.00 | 708.63 | |
| Canadian Pacific Railway (CP) | 0.0 | $154k | 2.1k | 74.59 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $153k | -4% | 577.00 | 265.35 | |
| Intuit (INTU) | 0.0 | $153k | -36% | 393.00 | 389.22 | |
| Automatic Data Processing (ADP) | 0.0 | $153k | 640.00 | 238.86 | ||
| Marvell Technology (MRVL) | 0.0 | $151k | -13% | 4.1k | 37.04 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $149k | -16% | 4.9k | 30.53 | |
| General Electric Com New (GE) | 0.0 | $146k | +2% | 1.7k | 83.79 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $143k | +29% | 865.00 | 165.48 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $142k | 2.8k | 50.68 | ||
| Paypal Holdings (PYPL) | 0.0 | $141k | -17% | 2.0k | 71.22 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $139k | 1.3k | 108.07 | ||
Past Filings by CVA Family Office
SEC 13F filings are viewable for CVA Family Office going back to 2019
- 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
- CVA Family Office 2020 Q3 filed Oct. 27, 2020
- CVA Family Office 2020 Q2 filed July 31, 2020
- CVA Family Office 2020 Q1 filed May 28, 2020
- CVA Family Office 2019 Q4 filed Feb. 18, 2020