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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 $869,463,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,995,005 $54,722,974 6.29%
2.
Schwab Strategic Trust
 FNDF 1,195,046 $54,028,040 6.21%
3.
Vanguard World Fund
 49,914 $37,624,383 4.33%
4.
Dimensional Etf Trust
 650,317 $30,434,819 3.5%
5.
American Centy Etf Tr - INTL EQT ETF
 357,058 $29,392,999 3.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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