Cva Family Office, LLC Incresed Positions in Q3 2024

Cva Family Office, LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.1K
+ 3.06%
$77.02 - $85.06 $1.78M - $1.96M
778K $65.8M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
71.9K
+ 258.03%
$52.27 - $60.45 $3.76M - $4.35M
99.8K $5.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
66.9K
+ 13.42%
$31.05 - $34.29 $2.08M - $2.29M
565K $19.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
45.9K
+ 95.69%
$56.04 - $62.2 $2.57M - $2.86M
94K $5.84M
VEA
Vanguard Ftse Developed Market

ETFs
36.1K
+ 26.22%
$47.6 - $53.31 $1.72M - $1.92M
174K $9.18M
DFAI
Dimensional ETF Tr

ETFs
49.8K
+ 21.88%
$28.69 - $32.06 $1.43M - $1.6M
277K $8.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.66K
+ 85.87%
$434.77 - $502.96 $1.59M - $1.84M
7.92K $3.86M
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
+ 4.57%
$520.18 - $576.82 $772K - $857K
34K $19.6M
DFAU
Dimensional ETF Tr

ETFs
18.8K
+ 5.88%
$35.8 - $39.69 $674K - $748K
339K $13.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.8K
+ 24.47%
$96.25 - $101.98 $1.13M - $1.2M
59.9K $6.06M
AMD
Advanced Micro Devices Inc

Technology
5.52K
+ 195.98%
$128.67 - $183.96 $710K - $1.01M
8.33K $1.37M
GLD
Spdr Gold Trust

ETFs
3.4K
+ 9717.14%
$215.56 - $246.98 $733K - $840K
3.44K $835K
AVDE
American Centy ETF Tr Avantis

ETFs
1.72K
+ 1.17%
$60.09 - $67.67 $103K - $116K
149K $9.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.02K
+ 33.31%
$92.63 - $105.69 $650K - $742K
28.1K $2.93M
TSLA
Tesla, Inc.

Consumer Cyclical
1.8K
+ 37.66%
$191.76 - $263.26 $345K - $473K
6.57K $1.72M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.9K
+ 12.85%
$50.15 - $51.27 $647K - $662K
113K $5.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.16K
+ 1.66%
$54.98 - $59.51 $173K - $188K
193K $11.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.78K
+ 2.82%
$59.93 - $66.52 $166K - $185K
101K $6.73M
VGT
Vanguard Information Technolog

ETFs
234
+ 0.63%
$514.43 - $606.85 $120K - $142K
37.4K $21.9M
JNJ
Johnson & Johnson

Healthcare
2.46K
+ 36.94%
$145.48 - $167.38 $358K - $412K
9.12K $1.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
757
+ 2.0%
$117.9 - $128.2 $89.3K - $97K
38.6K $4.94M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.99K
+ 1328.9%
$56.47 - $63.69 $395K - $445K
7.52K $473K
AVUV
American Centy ETF Tr Avantis

ETFs
1.68K
+ 3.8%
$88.24 - $99.7 $148K - $167K
45.9K $4.4M
META
Meta Platforms, Inc.

Communication Services
168
+ 3.8%
$453.41 - $572.44 $76.2K - $96.2K
4.59K $2.63M
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.5K
+ 30.0%
$30.55 - $30.85 $381K - $384K
54K $1.67M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.29K
+ 10.05%
$30.74 - $34.07 $193K - $214K
68.8K $2.34M
AVGO
Broadcom Inc.

Technology
22.2K
+ 912.47%
$136.27 - $1745.86 $3.03M - $38.8M
24.7K $4.26M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5
+ 0.01%
$101.72 - $112.94 $509 - $565
56.1K $6.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.26K
+ 39.09%
$75.47 - $83.18 $246K - $271K
11.6K $964K
SHV
Ishares Tr

ETFs
2.73K
+ 14.41%
$110.05 - $110.63 $300K - $301K
21.6K $2.39M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.67K
+ 291.62%
$44.07 - $50.57 $250K - $287K
7.62K $385K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.92K
+ 215.31%
$24.62 - $25.59 $244K - $254K
14.5K $370K
ORCL
Oracle Corp

Technology
195
+ 2.64%
$125.9 - $170.35 $24.6K - $33.2K
7.58K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
99
+ 4.45%
$488.01 - $604.18 $48.3K - $59.8K
2.32K $1.36M
CSCO
Cisco Systems, Inc.

Technology
1.86K
+ 9.47%
$44.74 - $53.22 $83.4K - $99.1K
21.5K $1.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.34K
+ 43.56%
$112.99 - $126.45 $151K - $169K
4.4K $554K
LMT
Lockheed Martin Corp

Industrials
17
+ 1.11%
$460.3 - $584.56 $7.83K - $9.94K
1.55K $904K
DFAE
Dimensional ETF Tr

ETFs
3.58K
+ 6.58%
$24.46 - $27.82 $87.5K - $99.5K
58K $1.59M
MUB
Ishares National Muni Bond ETF

ETFs
1.46K
+ 50.31%
$106.13 - $108.7 $155K - $158K
4.35K $472K
DHI
Horton D R Inc

Consumer Cyclical
29
+ 0.91%
$135.21 - $197.06 $3.92K - $5.71K
3.2K $610K
MMM
3 M CO

Industrials
79
+ 1.93%
$99.69 - $139.42 $7.88K - $11K
4.17K $570K
ABT
Abbott Laboratories

Healthcare
731
+ 11.74%
$100.07 - $118.13 $73.2K - $86.4K
6.96K $793K
URI
United Rentals, Inc.

Industrials
14
+ 1.69%
$627.41 - $814.1 $8.78K - $11.4K
844 $683K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.02%
$175.46 - $203.3 $526 - $610
18.1K $3.67M
ACN
Accenture PLC

Technology
99
+ 5.03%
$295.44 - $355.81 $29.2K - $35.2K
2.07K $730K
SONY
Sony Group Corp

Technology
23
+ 0.21%
$81.61 - $98.65 $1.88K - $2.27K
10.8K $1.04M
ABBV
Abb Vie Inc.

Healthcare
152
+ 4.12%
$163.84 - $199.33 $24.9K - $30.3K
3.85K $759K
BMY
Bristol Myers Squibb CO

Healthcare
731
+ 9.15%
$39.66 - $51.75 $29K - $37.8K
8.72K $451K
DGRO
Ishares Core Dividend Growth E

ETFs
819
+ 6.14%
$57.47 - $62.76 $47.1K - $51.4K
14.1K $887K
Activity Summary
Buys All Purchases 582 New Holdings 100 Increased Positions 482 Sells All Sells 242 Reductions 242 Sold out 0 Options Calls 0 Puts 0
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