Universe · entity
CVA Family Office, LLC
Institutional manager (13F) · CIK 1802084
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $702M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $66M | 1,351,127 |
| 2 | SCHWAB STRATEGIC TR | $59M | 1,911,610 |
| 3 | DIMENSIONAL ETF TRUST | $38M | 831,776 |
| 4 | VANGUARD WORLD FD | $37M | 52,800 |
| 5 | AMERICAN CENTY ETF TR | $36M | 429,697 |
| 6 | AMERICAN CENTY ETF TR | $35M | 310,746 |
| 7 | ISHARES TR | $24M | 36,387 |
| 8 | DIMENSIONAL ETF TRUST | $23M | 633,985 |
| 9 | VANGUARD INDEX FDS | $21M | 35,946 |
| 10 | SCHWAB STRATEGIC TR | $19M | 509,567 |
| 11 | DIMENSIONAL ETF TRUST | $18M | 464,461 |
| 12 | APPLE INC | $16M | 63,459 |
| 13 | BLACKROCK ETF TRUST II | $16M | 309,343 |
| 14 | ISHARES TR | $15M | 146,317 |
| 15 | NVIDIA CORPORATION | $14M | 82,716 |
| 16 | DIMENSIONAL ETF TRUST | $14M | 351,192 |
| 17 | SCHWAB STRATEGIC TR | $13M | 511,892 |
| 18 | VANGUARD INDEX FDS | $13M | 40,654 |
| 19 | VANGUARD TAX-MANAGED FDS | $13M | 200,546 |
| 20 | SCHWAB STRATEGIC TR | $13M | 433,488 |
| 21 | VANGUARD SPECIALIZED FUNDS | $11M | 52,337 |
| 22 | ALPHABET INC | $11M | 38,603 |
| 23 | INVESCO QQQ TR | $11M | 18,458 |
| 24 | MICROSOFT CORP | $11M | 28,591 |
| 25 | ISHARES TR | $10M | 137,948 |
| 26 | ISHARES TR | $9M | 81,047 |
| 27 | VANGUARD WHITEHALL FDS | $9M | 59,390 |
| 28 | J P MORGAN EXCHANGE TRADED F | $9M | 152,726 |
| 29 | SCHWAB STRATEGIC TR | $7M | 298,432 |
| 30 | BROADCOM INC | $7M | 23,924 |
| 31 | J P MORGAN EXCHANGE TRADED F | $7M | 144,615 |
| 32 | J P MORGAN EXCHANGE TRADED F | $7M | 101,394 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $7M | 14,001 |
| 34 | DIMENSIONAL ETF TRUST | $7M | 93,212 |
| 35 | GOLDMAN SACHS ETF TR | $6M | 50,688 |
| 36 | VANGUARD WORLD FD | $6M | 22,942 |
| 37 | AMAZON COM INC | $6M | 29,708 |
| 38 | AMERICAN CENTY ETF TR | $6M | 53,871 |
| 39 | J P MORGAN EXCHANGE TRADED F | $5M | 66,460 |
| 40 | SCHWAB STRATEGIC TR | $5M | 189,211 |
| 41 | SCHWAB STRATEGIC TR | $5M | 194,440 |
| 42 | DIMENSIONAL ETF TRUST | $5M | 90,995 |
| 43 | ISHARES TR | $5M | 50,609 |
| 44 | META PLATFORMS INC | $4M | 7,819 |
| 45 | ISHARES TR | $4M | 64,462 |
| 46 | VANGUARD WORLD FD | $4M | 28,091 |
| 47 | JPMORGAN CHASE & CO | $4M | 13,672 |
| 48 | WALMART INC | $4M | 31,009 |
| 49 | ISHARES TR | $4M | 15,773 |
| 50 | DIMENSIONAL ETF TRUST | $4M | 107,145 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.