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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 $652,382,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,445,913 $68,387,734 10.48%
2.
Schwab Strategic Trust
 FNDF 888,571 $32,112,946 4.92%
3.
Vanguard World Fund
 40,225 $21,817,389 3.34%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 40,488 $20,806,953 3.19%
5.
Ishares Trust
 IEF 35,567 $19,985,260 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)