Cva Family Office, LLC Reduced Holdings in Q4 2024

Cva Family Office, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-113K
- 20.04%
$33.92 - $36.6 $3.84M - $4.15M
452K $15.6M
VEA
Vanguard Ftse Developed Market

ETFs
-34.7K
- 19.97%
$47.57 - $52.44 $1.65M - $1.82M
139K $6.65M
USFR
Wisdomtree Floating Rate Treas

ETFs
-28.4K
- 99.56%
$50.23 - $50.46 $1.43M - $1.43M
125 $6K
VHT
Vanguard Health Care ETF

ETFs
-1.86K
- 6.4%
$250.81 - $283.3 $465K - $526K
27.1K $6.88M
AMD
Advanced Micro Devices Inc

Technology
-4.96K
- 59.51%
$118.88 - $172.8 $589K - $857K
3.37K $407K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-14.6K
- 15.53%
$61.52 - $66.5 $898K - $970K
79.4K $5.06M
DFAI
Dimensional ETF Tr

ETFs
-2.05K
- 0.74%
$29.0 - $31.6 $59.4K - $64.7K
275K $8.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.18K
- 5.28%
$521.84 - $558.82 $1.14M - $1.22M
39.2K $21.1M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-9.48K
- 13.43%
$36.15 - $41.9 $343K - $397K
61.1K $2.22M
JNJ
Johnson & Johnson

Healthcare
-2.8K
- 30.74%
$143.34 - $165.86 $402K - $465K
6.31K $913K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-12.3K
- 22.71%
$30.67 - $30.84 $376K - $378K
41.7K $1.28M
DFAE
Dimensional ETF Tr

ETFs
-8.61K
- 14.86%
$25.36 - $28.15 $218K - $242K
49.4K $1.25M
DFAX
Dimensional ETF Tr
-8.05K
- 12.78%
$24.76 - $27.04 $199K - $218K
55K $1.37M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.13K
- 48.41%
$114.08 - $125.68 $243K - $268K
2.27K $259K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.53K
- 18.93%
$59.25 - $72.99 $90.5K - $112K
6.54K $390K
MGV
Vanguard Mega Cap Value

ETFs
-600
- 2.07%
$124.06 - $133.48 $74.4K - $80.1K
28.4K $3.54M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.13K
- 6.61%
$63.85 - $70.4 $72K - $79.4K
15.9K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-369
- 0.51%
$113.92 - $127.38 $42K - $47K
72.2K $8.32M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.47K
- 4.4%
$111.85 - $120.71 $276K - $298K
53.7K $6.18M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-374
- 1.74%
$70.1 - $76.53 $26.2K - $28.6K
21.1K $1.49M
ELV
Elevance Health, Inc.

Healthcare
-146
- 24.91%
$365.96 - $514.62 $53.4K - $75.1K
440 $162K
EPP
Ishares Inc

ETFs
-2.4K
- 38.0%
$43.59 - $49.13 $105K - $118K
3.92K $171K
CMCSA
Comcast Corp

Communication Services
-534
- 2.14%
$37.39 - $45.14 $20K - $24.1K
24.4K $915K
MCHP
Microchip Technology Inc

Technology
-282
- 5.98%
$55.51 - $79.05 $15.7K - $22.3K
4.43K $254K
ADBE
Adobe Inc.

Technology
-37
- 2.69%
$437.39 - $552.96 $16.2K - $20.5K
1.34K $596K
QDF
Flexshares Quality Dividend In

ETFs
-822
- 1.64%
$70.4 - $73.87 $57.9K - $60.7K
49.2K $3.47M
EL
Estee Lauder Companies Inc

Consumer Defensive
-962
- 75.69%
$62.74 - $97.24 $60.4K - $93.5K
309 $23K
CI
Cigna Corp

Healthcare
-13
- 0.97%
$265.59 - $358.58 $3.45K - $4.66K
1.33K $368K
VPU
Vanguard Utilities ETF

ETFs
-455
- 21.67%
$160.52 - $179.11 $73K - $81.5K
1.65K $268K
CCI
Crown Castle International Corp

Real Estate
-750
- 72.96%
$89.78 - $119.11 $67.3K - $89.3K
278 $25K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-326
- 0.97%
$26.63 - $30.23 $8.68K - $9.85K
33.2K $884K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.09K
- 5.02%
$23.01 - $26.06 $25K - $28.3K
20.5K $474K
PEP
Pepsico Inc

Consumer Defensive
-89
- 2.17%
$151.29 - $176.1 $13.5K - $15.7K
4.01K $609K
GPC
Genuine Parts CO

Consumer Cyclical
-526
- 58.44%
$113.11 - $143.63 $59.5K - $75.5K
374 $43K
BAX
Baxter International Inc

Healthcare
-2.08K
- 91.8%
$28.63 - $37.84 $59.6K - $78.8K
186 $5K
AES
Aes Corp

Utilities
-2.71K
- 71.47%
$12.44 - $20.24 $33.7K - $54.8K
1.08K $13K
NEM
Newmont Corp

Basic Materials
-988
- 60.1%
$37.0 - $58.68 $36.6K - $58K
656 $24K
JCI
Johnson Controls International PLC

Industrials
-851
- 25.17%
$74.23 - $86.6 $63.2K - $73.7K
2.53K $199K
PFE
Pfizer Inc

Healthcare
-1.15K
- 9.55%
$24.8 - $30.19 $28.4K - $34.6K
10.9K $288K
STZ
Constellation Brands, Inc.

Consumer Defensive
-215
- 72.88%
$219.66 - $257.62 $47.2K - $55.4K
80 $17K
DUK
Duke Energy Corp

Utilities
-165
- 3.17%
$105.76 - $120.76 $17.5K - $19.9K
5.04K $542K
DOW
Dow Inc.

Basic Materials
-656
- 31.75%
$39.1 - $55.34 $25.6K - $36.3K
1.41K $56K
CE
Celanese Corp

Basic Materials
-359
- 80.86%
$67.03 - $136.68 $24.1K - $49.1K
85 $5K
BHP
Bhp Group LTD

Basic Materials
-111
- 2.99%
$48.78 - $62.43 $5.41K - $6.93K
3.6K $175K
IYW
Ishares Dj Us Tech ETF

ETFs
-500
- 16.52%
$148.14 - $166.23 $74.1K - $83.1K
2.53K $403K
ADM
Archer Daniels Midland CO

Consumer Defensive
-356
- 9.47%
$49.38 - $59.52 $17.6K - $21.2K
3.4K $171K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-297
- 1.47%
$77.86 - $79.27 $23.1K - $23.5K
19.9K $1.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-983
- 8.71%
$40.38 - $44.35 $39.7K - $43.6K
10.3K $421K
DVY
Ishares Tr

ETFs
-136
- 1.95%
$129.55 - $143.41 $17.6K - $19.5K
6.85K $898K
Activity Summary
Buys All Purchases 640 New Holdings 91 Increased Positions 549 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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