CVA Family Office, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$616M
Signature - Title
Dalyce Young Tinoco - Dir of Client Experience
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by CVA Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CVA Family Office, LLC reported 1266 stock holdings with total value $616M as of Q3 2024. Top holdings included SCHD, FNDF, VGT, VOO, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,266 $616M +$40.8M -$11.1M +$29.7M SCHD, FNDF, VGT, VOO, IVV 13F-HR 10/10/2024, 10:26 AM
Q2 2024 1,275 $556M +$20.9M -$24.5M -$3.62M SCHD, FNDF, VGT, VOO, IVV 13F-HR 7/9/2024, 06:55 PM
Q1 2024 1,056 $560M +$22.5M -$7.86M +$14.7M SCHD, FNDF, VOO, VGT, IVV 13F-HR 4/10/2024, 04:09 PM
Q4 2023 1,044 $513M +$51.1M -$16.6M +$34.5M SCHD, FNDF, VOO, VGT, DFAC 13F-HR 1/16/2024, 01:48 PM
Q3 2023 225 $438M +$16.3M -$40.2M -$23.8M SCHD, FNDF, VOO, VGT, DFAC 13F-HR 10/11/2023, 04:23 PM
Q2 2023 1,010 $477M +$17.2M -$7.71M +$9.45M SCHD, FNDF, VOO, VGT, DFAC 13F-HR 7/10/2023, 12:55 PM
Q1 2023 979 $448M +$31.5M -$10.8M +$20.7M SCHD, FNDF, VOO, DFAC, IVV 13F-HR 4/26/2023, 06:07 PM
Q4 2022 944 $412M +$40.9M -$28.7M +$12.2M SCHD, FNDF, VOO, IVV, VEA 13F-HR 2/21/2023, 06:31 PM
Q3 2022 865 $368M +$62.1M -$34.4M +$27.7M SCHD, FNDF, IVV, VGT, DFAC 13F-HR 11/22/2022, 03:44 PM
Q2 2022 895 $368M +$46.4M -$35.4M +$11M SCHD, DFAI, IVV, DFAC, VGT 13F-HR 7/11/2022, 02:52 PM
Q1 2022 941 $418M +$55.4M -$14M +$41.4M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 4/22/2022, 11:26 AM
Q4 2021 896 $402M +$111M -$2.29M +$109M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 1/24/2022, 07:07 PM
Q3 2021 355 $60.7M $0 $0 IEFA, VIG, EFAV, MTUM, SCHF 13F-HR 10/12/2021, 08:55 AM
Q2 2021 941 $351M +$75.2M -$2.34M +$72.8M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 7/13/2021, 03:34 PM
Q1 2021 773 $263M +$93.4M -$2.22M +$91.2M SCHD, IEFA, IVV, VGT, VOO 13F-HR 4/14/2021, 03:50 PM
Q4 2020 349 $163M +$10.7M -$2.64M +$8.11M IVV, SCHD, VOO, VGT, SCHX 13F-HR 1/15/2021, 02:33 PM
Q3 2020 355 $138M +$10.9M -$1.77M +$9.14M IVV, SCHD, VOO, SCHX, VGT 13F-HR 10/27/2020, 02:27 PM
Q2 2020 318 $122M +$20.9M -$13.6M +$7.3M IVV, SCHD, VOO, SCHX, VGT 13F-HR 7/30/2020, 07:45 PM
Q1 2020 303 $98.5M +$20.5M -$8.67M +$11.8M IVV, VOO, SCHD, IEFA, VIG 13F-HR 5/28/2020, 03:11 PM
Q4 2019 79 $109M $0 $0 IVV, SCHD, IEFA, VOO, VIG 13F-HR 2/18/2020, 03:31 PM