| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 13.5% |
| ISHARES TR | 19 | Q2 2024 | 11.0% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 6.9% |
| VANGUARD WORLD FDS | 19 | Q2 2024 | 4.4% |
| ISHARES TR | 19 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.7% |
| ISHARES TR | 19 | Q2 2024 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.5% |
View CVA Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-22 |
| 13F-HR | 2022-11-22 |
| 13F-HR | 2022-07-11 |
View CVA Family Office, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.