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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 $631,670,303
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,298,314 $62,789,938 9.94%
2.
Schwab Strategic Trust
 FNDF 773,210 $25,678,295 4.06%
3.
Vanguard World Fund
 39,742 $24,711,796 3.91%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 39,165 $21,102,632 3.34%
5.
Ishares Trust
 IEF 34,435 $20,270,914 3.2%
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)