account_balance
Investment manager · 13F filer · SEC CIK 1802084
CVA Family Office, LLC
Reported value$1.1Bas of Jun 30, 2026
Positions1,801 55 new, 92 sold out
Top 10 weight38.0%FNDF alone is 7%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FNDFSchwab Strategic Tr
6.6%Added +3%
SCHDSchwab Strategic Tr
5.5%
VGTVanguard World Fd
4.6%
DFAUDimensional ETF Trust
4.4%Added +14%
AVUSAmerican Centy ETF Tr
3.8%Added +4%
AVDEAmerican Centy ETF Tr
3.7%Added +7%
DUHPDimensional ETF Trust
2.6%Added +8%
IVViShares Tr
2.5%
VOOVanguard Index FDS
2.3%
VTIVanguard Index FDS
2.0%Added +49%
FNDESchwab Strategic Tr
1.9%Added +4%
DFACDimensional ETF Trust
1.9%
FNDFSchwab Strategic Tr
6.6%Added +3%
SCHDSchwab Strategic Tr
5.5%
VGTVanguard World Fd
4.6%
DFAUDimensional ETF Trust
4.4%Added +14%
AVUSAmerican Centy ETF Tr
3.8%+4%
AVDEAmerican Centy ETF Tr
3.7%
DUHP2.6%
IVViShares Tr
2.5%
VOOVanguard Index FDS
2.3%
VTI2.0%
FNDE
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FNDF Schwab Strategic Tr 6.6% Added +3%
SCHD Schwab Strategic Tr 5.5% Held
VGT Vanguard World Fd 4.6% Held
DFAU Dimensional ETF Trust 4.4% Added +14%
AVUS American Centy ETF Tr 3.8% Added +4%
AVDE American Centy ETF Tr 3.7% Added +7%
DUHP Dimensional ETF Trust 2.6% Added +8%
IVV iShares Tr 2.5% Held
VOO Vanguard Index FDS 2.3% Held
VTI Vanguard Index FDS 2.0% Added +49%
FNDE Schwab Strategic Tr 1.9% Added +4%
DFAC Dimensional ETF Trust 1.9% Held
What changed
Biggest moves since Mar 31, 2026
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