CVA Family Office, LLC
1,844 holdingsFiling period: 2026-03-31Current AUM: $1.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 1.35M | $66.1M | $73.0M | 6.87% | +156.1K | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.91M | $58.6M | $64.0M | 6.02% | -83,395 | 2026-03-31 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 831.8K | $37.5M | $43.1M | 4.05% | +181.5K | 2026-03-31 |
| 4 | VGT | VANGUARD WORLD FD | 52.8K | $36.8M | $47.8M | 4.50% | +2.9K | 2026-03-31 |
| 5 | AVDE | AMERICAN CENTY ETF TR | 429.7K | $36.5M | $39.2M | 3.69% | +72.6K | 2026-03-31 |
| 6 | AVUS | AMERICAN CENTY ETF TR | 310.7K | $34.5M | $39.7M | 3.73% | +49.7K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 36.4K | $23.8M | $27.3M | 2.57% | +879 | 2026-03-31 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 634.0K | $23.3M | $26.1M | 2.46% | +112.5K | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 35.9K | $21.5M | $24.7M | 2.32% | -7,814 | 2026-03-31 |
| 10 | FNDE | SCHWAB STRATEGIC TR | 509.6K | $19.5M | $21.0M | 1.98% | +135.5K | 2026-03-31 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | 464.5K | $18.0M | $20.7M | 1.94% | -4,122 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 63.5K | $16.1M | $19.6M | 1.84% | +4.7K | 2026-03-31 |
| 13 | BINC | BLACKROCK ETF TRUST II | 309.3K | $16.1M | $16.1M | 1.51% | +20.9K | 2026-03-31 |
| 14 | AGG | ISHARES TR | 146.3K | $14.5M | $14.2M | 1.34% | +7.1K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 82.7K | $14.4M | $16.6M | 1.56% | +10.9K | 2026-03-31 |
| 16 | DFAI | DIMENSIONAL ETF TRUST | 351.2K | $13.7M | $14.8M | 1.39% | +19.4K | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 511.9K | $13.1M | $15.1M | 1.42% | +5.2K | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 40.7K | $13.0M | $15.0M | 1.41% | +9.9K | 2026-03-31 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | 200.5K | $12.8M | $14.2M | 1.33% | +53.4K | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 433.5K | $12.6M | $14.8M | 1.39% | +30.5K | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 52.3K | $11.3M | $12.5M | 1.18% | +973 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 38.6K | $11.1M | $13.7M | 1.29% | +2.7K | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 18.5K | $10.7M | $12.7M | 1.19% | +48 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 28.6K | $10.6M | $13.3M | 1.25% | +2.6K | 2026-03-31 |
| 25 | DGRO | ISHARES TR | 137.9K | $9.7M | $10.8M | 1.01% | +21.7K | 2026-03-31 |
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