CVA Family Office, LLC: 13F holdings
CIK 18020842026Q2
| Positions | 1,801 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EWU SCHWAB STRATEGIC TR | 1,388,139 | $73.2m | 6.6% |
| SCHD SCHWAB STRATEGIC TR | 1,906,589 | $60.5m | 5.5% |
| VGT VANGUARD WORLD FD | 424,608 | $50.7m | 4.6% |
| PAVE DIMENSIONAL ETF TRUST | 948,466 | $49.0m | 4.4% |
| AVUS AMERICAN CENTY ETF TR | 324,622 | $41.6m | 3.8% |
| AVDE AMERICAN CENTY ETF TR | 457,745 | $40.8m | 3.7% |
| DIMENSIONAL ETF TRUST | 686,275 | $28.6m | 2.6% |
| IVV ISHARES TR | 36,481 | $27.3m | 2.5% |
| VOO VANGUARD INDEX FDS | 36,375 | $25.0m | 2.3% |
| VTI VANGUARD INDEX FDS | 60,685 | $22.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802084")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.