CVA Family Office

Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:

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Positions held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CVA Family Office

Companies in the CVA Family Office portfolio as of the March 2022 quarterly 13F filing

CVA Family Office has 966 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.6 $49M +11% 617k 78.89
Ishares Tr Core Msci Eafe (IEFA) 4.8 $20M -6% 291k 69.51
Ishares Tr Core S&p500 Etf (IVV) 3.9 $16M -3% 36k 453.69
Vanguard World Fds Inf Tech Etf (VGT) 3.7 $15M +2% 37k 416.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $14M +12% 510k 27.58
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.8 $12M +12% 361k 32.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $11M -2% 27k 415.17
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $11M 99k 107.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $9.3M -5% 202k 46.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $8.3M +108% 154k 53.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $8.0M 35k 227.67
Apple (AAPL) 1.8 $7.5M +7% 43k 174.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.8 $7.5M +47% 238k 31.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $7.0M 40k 175.93

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Flexshares Tr Mornstar Upstr (GUNR) 1.7 $7.0M +33% 149k 46.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $6.5M +104% 122k 53.39
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $6.5M +132% 230k 28.15
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $5.5M -9% 21k 268.33
Microsoft Corporation (MSFT) 1.3 $5.4M +9% 18k 308.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.2 $5.2M +7% 58k 89.04
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $5.2M 32k 162.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $5.1M 140k 36.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.6M +2% 13k 352.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $4.5M +17% 58k 78.10
Ishares Tr Msci Eafe Min Vl (EFAV) 1.0 $4.2M 58k 72.15
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $4.1M +92% 166k 24.95
Dimensional Etf Trust Us Equity Etf (DFUS) 0.9 $3.7M +35% 76k 49.02
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $3.4M 20k 168.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $3.4M +20% 121k 27.77
Vanguard World Fds Health Car Etf (VHT) 0.8 $3.3M 13k 254.37
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.3M +12% 1.2k 2781.59
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $3.1M +21% 52k 60.71
Ishares Core Msci Emkt (IEMG) 0.7 $3.1M -7% 56k 55.55
Flexshares Tr Qualt Divd Idx (QDF) 0.7 $3.0M -7% 51k 59.29
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $2.9M NEW 87k 33.49
Amazon (AMZN) 0.7 $2.7M +14% 839.00 3259.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.6M +8% 7.2k 362.60
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.6 $2.5M +116% 43k 57.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $2.2M +561% 27k 79.86
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $2.1M 43k 48.03
Ishares Tr Tips Bd Etf (TIP) 0.5 $2.0M +7% 16k 124.58
Spdr Ser Tr Bloomberg Conv (CWB) 0.5 $2.0M 26k 76.94
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $2.0M -7% 53k 37.97
Kinder Morgan (KMI) 0.5 $2.0M 104k 18.91
Coca-Cola Company (KO) 0.5 $1.9M +3% 31k 62.01
Schwab Strategic Tr Internl Divid (SCHY) 0.4 $1.8M +15% 70k 25.68
Vanguard World Fds Comm Srvc Etf (VOX) 0.4 $1.8M -2% 15k 120.04
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $1.8M +12% 31k 58.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.8M +8% 16k 112.26
Spdr Ser Tr Bloomberg Invt (FLRN) 0.4 $1.7M +2% 56k 30.50
Tesla Motors (TSLA) 0.3 $1.4M +21% 1.3k 1077.51
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.3M +90% 51k 26.25
Mastercard Incorporated Cl A (MA) 0.3 $1.3M +15% 3.6k 357.42
Johnson & Johnson (JNJ) 0.3 $1.3M +47% 7.1k 177.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M +171% 26k 47.35
Wal-Mart Stores (WMT) 0.3 $1.2M +3% 8.3k 148.92
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $1.2M -56% 24k 49.40
Danaher Corporation (DHR) 0.3 $1.2M +18% 4.0k 293.26
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.2M 4.4k 262.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $1.1M -50% 22k 52.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.1M +22% 10k 108.41
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.3 $1.1M +4% 18k 61.40
Procter & Gamble Company (PG) 0.3 $1.1M +2% 7.2k 152.76
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $1.1M +957% 38k 28.28
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $1.1M +17% 20k 53.46
Ishares Tr Select Divid Etf (DVY) 0.2 $1.0M -15% 8.1k 128.12
Chevron Corporation (CVX) 0.2 $1.0M +9% 6.4k 162.76
JPMorgan Chase & Co. (JPM) 0.2 $1.0M -4% 7.6k 136.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.0M 6.2k 165.92
NVIDIA Corporation (NVDA) 0.2 $992k +13% 3.6k 272.83
Exxon Mobil Corporation (XOM) 0.2 $991k +12% 12k 82.58
Cisco Systems (CSCO) 0.2 $934k +9% 17k 55.76
Union Pacific Corporation (UNP) 0.2 $893k +10% 3.3k 273.09
Ishares Tr Core High Dv Etf (HDV) 0.2 $886k 8.3k 106.84
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $861k 14k 63.64
Visa Com Cl A (V) 0.2 $861k +15% 3.9k 221.85
Nextera Energy (NEE) 0.2 $846k +9% 10k 84.68
Costco Wholesale Corporation (COST) 0.2 $836k +12% 1.5k 575.76
Intel Corporation (INTC) 0.2 $834k +10% 17k 49.53
Thermo Fisher Scientific (TMO) 0.2 $778k -5% 1.3k 590.74
Pfizer (PFE) 0.2 $763k -2% 15k 51.77
Home Depot (HD) 0.2 $758k -7% 2.5k 299.37
At&t (T) 0.2 $752k +40% 32k 23.62
Raytheon Technologies Corp (RTX) 0.2 $715k +11% 7.2k 99.06
UnitedHealth (UNH) 0.2 $712k +7% 1.4k 510.03
Vanguard Index Fds Small Cp Etf (VB) 0.2 $703k 3.3k 212.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $682k -3% 1.5k 451.66
ConocoPhillips (COP) 0.2 $656k +9% 6.6k 100.08
Eli Lilly & Co. (LLY) 0.2 $653k +4% 2.3k 286.28
Merck & Co (MRK) 0.1 $617k +36% 7.5k 82.06
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $615k -16% 21k 28.93
Target Corporation (TGT) 0.1 $611k 2.9k 212.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $606k NEW 13k 46.58
Meta Platforms Cl A (FB) 0.1 $599k -22% 2.7k 222.43
Bank of America Corporation (BAC) 0.1 $587k +2% 14k 41.21
Verizon Communications (VZ) 0.1 $549k +49% 11k 50.97
Abbott Laboratories (ABT) 0.1 $538k -24% 4.5k 118.32
Ampio Pharmaceuticals (AMPE) 0.1 $535k 1.1M 0.47
Adobe Systems Incorporated (ADBE) 0.1 $529k +3% 1.2k 455.64
Broadcom (AVGO) 0.1 $514k +39% 817.00 629.13
Pepsi (PEP) 0.1 $506k 3.0k 167.49
Philip Morris International (PM) 0.1 $498k +16% 5.3k 93.86
General Mills (GIS) 0.1 $497k +11% 7.3k 67.68
Marvell Technology (MRVL) 0.1 $484k +7% 6.7k 71.76
F.N.B. Corporation (FNB) 0.1 $461k 37k 12.45
salesforce (CRM) 0.1 $454k +24% 2.1k 212.25
Abbvie (ABBV) 0.1 $452k +32% 2.8k 162.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $452k 162.00 2790.12
Comcast Corp Cl A (CMCSA) 0.1 $437k +44% 9.3k 46.78
Accenture Plc Ireland Shs Class A (ACN) 0.1 $432k 1.3k 337.50
Medtronic SHS (MDT) 0.1 $430k +56% 3.9k 110.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $428k 5.6k 76.43
Truist Financial Corp equities (TFC) 0.1 $427k +28% 7.5k 56.67
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $405k -22% 4.2k 96.15
Altria (MO) 0.1 $393k +31% 7.5k 52.30
McDonald's Corporation (MCD) 0.1 $390k +35% 1.6k 247.15
Lowe's Companies (LOW) 0.1 $390k +42% 1.9k 202.18
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $378k 2.8k 137.01
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $378k +134% 1.6k 238.19
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $368k -21% 7.4k 49.60
D.R. Horton (DHI) 0.1 $368k +27% 4.9k 74.55
Norfolk Southern (NSC) 0.1 $366k +3% 1.3k 285.49
Bristol Myers Squibb (BMY) 0.1 $358k +18% 4.9k 73.08
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $354k -8% 17k 20.97
Marathon Petroleum Corp (MPC) 0.1 $351k 4.1k 85.42
Caterpillar (CAT) 0.1 $348k +89% 1.6k 223.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $346k 4.6k 75.76
Amgen (AMGN) 0.1 $344k +32% 1.4k 241.91
Kla Corp Com New (KLAC) 0.1 $340k +31% 930.00 365.59
Honeywell International (HON) 0.1 $331k +30% 1.7k 194.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $323k NEW 2.6k 123.99
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $321k +100% 5.9k 54.76
Wells Fargo & Company (WFC) 0.1 $321k 6.6k 48.47
Walt Disney Company (DIS) 0.1 $321k -12% 2.3k 137.00
Linde SHS (LIN) 0.1 $319k +25% 1.0k 319.00
Starbucks Corporation (SBUX) 0.1 $313k +16% 3.4k 91.01
Oracle Corporation (ORCL) 0.1 $313k +2% 3.8k 82.78
Ishares Msci Pac Jp Etf (EPP) 0.1 $311k 6.3k 49.24
Applied Materials (AMAT) 0.1 $310k +46% 2.3k 131.97
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $308k 8.5k 36.39
United Rentals (URI) 0.1 $307k 863.00 355.74
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $298k 22k 13.58
Nike CL B (NKE) 0.1 $296k +5% 2.2k 134.67
CVS Caremark Corporation (CVS) 0.1 $287k +36% 2.8k 101.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $286k 1.4k 205.46
Vanguard Index Fds Growth Etf (VUG) 0.1 $284k -46% 988.00 287.45
Qualcomm (QCOM) 0.1 $279k +11% 1.8k 152.79
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $269k 3.4k 79.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $264k +15% 3.9k 67.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $262k 5.8k 45.07
Morgan Stanley Com New (MS) 0.1 $262k +7% 3.0k 87.39
Advanced Micro Devices (AMD) 0.1 $257k +32% 2.4k 109.18
Vanguard World Mega Cap Val Etf (MGV) 0.1 $254k NEW 2.4k 107.17
Stryker Corporation (SYK) 0.1 $252k +87% 941.00 267.80
Anthem (ANTM) 0.1 $251k +41% 510.00 492.16
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $251k 2.2k 111.75
Edwards Lifesciences (EW) 0.1 $249k +19% 2.1k 117.51
United Parcel Service CL B (UPS) 0.1 $249k +30% 1.2k 214.66
Mondelez Intl Cl A (MDLZ) 0.1 $239k +23% 3.8k 62.66
Etf Managers Tr Prime Cybr Scrty (HACK) 0.1 $237k 4.0k 58.78
Microchip Technology (MCHP) 0.1 $231k +605% 3.1k 75.24
Intuitive Surgical Com New (ISRG) 0.1 $230k +3% 763.00 301.44
S&p Global (SPGI) 0.1 $230k +80% 561.00 409.98
Zoetis Cl A (ZTS) 0.1 $228k -2% 1.2k 188.59
Ameren Corporation (AEE) 0.1 $227k +4% 2.4k 93.61
International Business Machines (IBM) 0.1 $226k +53% 1.7k 130.18
Chubb (CB) 0.1 $223k +46% 1.0k 214.22
Global X Fds Cloud Computng (CLOU) 0.1 $223k -3% 10k 22.02
Fiserv (FISV) 0.1 $221k +14% 2.2k 101.38
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $218k -24% 6.2k 35.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $216k +99% 2.9k 74.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $216k +12% 2.5k 86.23
Eaton Corp SHS (ETN) 0.1 $215k +3% 1.4k 151.62
Crown Castle Intl (CCI) 0.1 $211k -13% 1.1k 184.28
Netflix (NFLX) 0.0 $206k -7% 550.00 374.55
Prologis (PLD) 0.0 $203k +74% 1.3k 161.75
American Express Company (AXP) 0.0 $198k -6% 1.1k 186.79
Servicenow (NOW) 0.0 $198k +16% 355.00 557.75
Lockheed Martin Corporation (LMT) 0.0 $190k +30% 430.00 441.86
Intuit (INTU) 0.0 $190k +8% 396.00 479.80
Prudential Financial (PRU) 0.0 $188k +51% 1.6k 117.87
Capital One Financial (COF) 0.0 $185k +32% 1.4k 131.02
Select Sector Spdr Tr Energy (XLE) 0.0 $183k 2.4k 76.25
CSX Corporation (CSX) 0.0 $179k +22% 4.8k 37.49
Abrdn Etfs Bbrg All Commdy (BCD) 0.0 $179k NEW 4.7k 38.04
Paypal Holdings (PYPL) 0.0 $178k -8% 1.5k 115.96
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $177k NEW 6.2k 28.71
3M Company (MMM) 0.0 $172k +4% 1.2k 148.66
Colgate-Palmolive Company (CL) 0.0 $171k +48% 2.3k 75.76
Canadian Pacific Railway (CP) 0.0 $170k -7% 2.1k 82.44
Cintas Corporation (CTAS) 0.0 $168k +64% 394.00 426.40
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $167k 2.5k 66.40
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $167k NEW 1.7k 95.98
Analog Devices (ADI) 0.0 $165k +100% 1.0k 165.00
Deere & Company (DE) 0.0 $165k -4% 397.00 415.62
Marsh & McLennan Companies (MMC) 0.0 $163k +107% 955.00 170.68
Freeport-mcmoran CL B (FCX) 0.0 $161k +59% 3.2k 49.65
Trimble Navigation (TRMB) 0.0 $160k -6% 2.2k 72.10
Wisdomtree Tr Us High Dividend (DHS) 0.0 $160k 1.8k 88.20
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $160k 1.3k 124.81
Automatic Data Processing (ADP) 0.0 $159k +57% 700.00 227.14
Hp (HPQ) 0.0 $157k +28% 4.3k 36.30
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $157k -6% 2.1k 75.88
MetLife (MET) 0.0 $154k +82% 2.2k 70.48
Schlumberger Com Stk (SLB) 0.0 $152k +28% 3.7k 41.43
Hca Holdings (HCA) 0.0 $152k +31% 605.00 251.24
Bill Com Holdings Ord (BILL) 0.0 $150k 662.00 226.59
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $147k -63% 3.2k 45.37
Flexshares Tr Intl Qltdv Idx (IQDF) 0.0 $147k +48% 6.2k 23.89
Emerson Electric (EMR) 0.0 $146k +32% 1.5k 97.79
Becton, Dickinson and (BDX) 0.0 $146k 550.00 265.45
Vanguard Index Fds Value Etf (VTV) 0.0 $145k 978.00 148.26
Texas Instruments Incorporated (TXN) 0.0 $144k -33% 785.00 183.44
Ishares Tr Msci Eafe Etf (EFA) 0.0 $143k 1.9k 73.56
Paychex (PAYX) 0.0 $143k +7% 1.0k 136.84
Charter Communications Inc N Cl A (CHTR) 0.0 $142k +36% 260.00 546.15
Kraft Heinz (KHC) 0.0 $139k 3.5k 39.34
Ark Etf Tr Fintech Innova (ARKF) 0.0 $138k 4.8k 29.05
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $132k 2.0k 67.01
PNC Financial Services (PNC) 0.0 $132k +2% 718.00 183.84
Bce Com New (BCE) 0.0 $130k 2.3k 55.46
Johnson Ctls Intl SHS (JCI) 0.0 $130k -3% 2.0k 65.36
Dominion Resources (D) 0.0 $130k +93% 1.5k 85.25
Rockwell Automation (ROK) 0.0 $129k +39% 460.00 280.43
Cme (CME) 0.0 $128k +52% 540.00 237.04
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $126k 762.00 165.35
Intercontinental Exchange (ICE) 0.0 $126k +411% 957.00 131.66
American Intl Group Com New (AIG) 0.0 $125k +8% 2.0k 62.66
Owens Corning (OC) 0.0 $124k 1.4k 91.85
Cdw (CDW) 0.0 $124k 695.00 178.42
Southern Company (SO) 0.0 $124k 1.7k 72.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $123k +23% 2.1k 59.91
Waste Management (WM) 0.0 $121k +68% 765.00 158.17
Te Connectivity SHS (TEL) 0.0 $121k +99% 922.00 131.24
Allstate Corporation (ALL) 0.0 $118k +6% 852.00 138.50
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $118k 2.3k 51.78
Delta Air Lines Inc Del Com New (DAL) 0.0 $118k +3% 3.0k 39.73
Alaska Air (ALK) 0.0 $114k +1968% 2.0k 58.02
Micron Technology (MU) 0.0 $114k +6% 1.5k 78.08
Ameriprise Financial (AMP) 0.0 $114k +145% 380.00 300.00
Genuine Parts Company (GPC) 0.0 $113k +13% 897.00 125.98
Us Bancorp Del Com New (USB) 0.0 $113k -8% 2.1k 53.35
Hawaiian Holdings (HA) 0.0 $110k +13166% 5.6k 19.74
Sempra Energy (SRE) 0.0 $110k +111% 655.00 167.94
SYSCO Corporation (SYY) 0.0 $109k +24% 1.3k 81.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $109k 1.4k 77.97
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $108k NEW 5.0k 21.66
Activision Blizzard (ATVI) 0.0 $108k NEW 1.4k 80.00
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $108k 1.1k 102.86
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $107k 2.2k 47.81

Past Filings by CVA Family Office

SEC 13F filings are viewable for CVA Family Office going back to 2019