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CVA Family Office, LLC

All holdings · as of Jun 30, 2026

1,801 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$73.24M1,388,1396.6%
SCHWAB STRATEGIC TR$60.46M1,906,5895.5%
VANGUARD WORLD FD$50.75M424,6084.6%
DIMENSIONAL ETF TRUST$49.03M948,4664.4%
AMERICAN CENTY ETF TR$41.58M324,6223.8%
AMERICAN CENTY ETF TR$40.83M457,7453.7%
DIMENSIONAL ETF TRUST$28.64M686,2752.6%
ISHARES TR$27.32M36,4812.5%
VANGUARD INDEX FDS$24.98M36,3752.3%
VANGUARD INDEX FDS$22.46M60,6852.0%
SCHWAB STRATEGIC TR$21.00M529,1411.9%
DIMENSIONAL ETF TRUST$20.98M472,8471.9%
Apple Inc.$18.77M64,8591.7%
DIMENSIONAL ETF TRUST$18.05M437,5881.6%
ISHARES TR$17.83M180,1551.6%
BLACKROCK ETF TRUST II$17.00M324,8561.5%
NVIDIA Corp$16.57M82,8211.5%
VANGUARD TAX-MANAGED FDS$16.14M226,4941.5%
SCHWAB STRATEGIC TR$14.89M439,9641.3%
SCHWAB STRATEGIC TR$14.66M498,0191.3%
Alphabet Inc.$13.93M38,9661.3%
INVESCO QQQ TR$13.64M18,5231.2%
VANGUARD SPECIALIZED FUNDS$12.88M54,4311.2%
VANGUARD WHITEHALL FDS$11.99M75,8881.1%
ISHARES TR$11.44M150,9181.0%
MICROSOFT CORP$10.47M28,0730.9%
ISHARES TR$8.98M81,3890.8%
Broadcom Inc.$8.86M23,4660.8%
SCHWAB STRATEGIC TR$8.62M297,7450.8%
DIMENSIONAL ETF TRUST$8.44M103,0480.8%
J P MORGAN EXCHANGE TRADED F$8.05M142,4940.7%
J P MORGAN EXCHANGE TRADED F$7.71M152,2920.7%
J P MORGAN EXCHANGE TRADED F$7.62M101,1340.7%
Amazon.com Inc$7.24M30,3820.7%
DIMENSIONAL ETF TRUST$7.22M179,4340.7%
J P MORGAN EXCHANGE TRADED F$7.15M64,1150.6%
Warren E. Buffett$7.00M13,9860.6%
GOLDMAN SACHS ETF TR$6.94M48,9090.6%
AMERICAN CENTY ETF TR$6.73M53,9060.6%
SCHWAB STRATEGIC TR$5.89M189,2500.5%
VANGUARD WORLD FD$5.67M18,9460.5%
iShares MSCI UAE ETF$5.53M16,1170.5%
SCHWAB STRATEGIC TR$5.46M197,0340.5%
DIMENSIONAL ETF TRUST$5.18M95,9020.5%
ISHARES TR$4.97M64,4970.5%
VANGUARD WORLD FD$4.57M27,9580.4%
JPMORGAN CHASE & CO$4.56M13,9200.4%
ISHARES TR$4.54M47,0300.4%
ISHARES TR$4.50M41,8310.4%
Meta Platforms Inc$4.06M7,2030.4%
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