CVA Family Office, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$556M
Signature - Title
Dalyce Tinoco - Director of Client Experience
Location
101 University Blvd, Suite 400, Denver, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,275 $556M +$20.9M -$24.5M -$3.61M SCHD, FNDF, VGT, VOO, IVV 13F-HR 7/9/2024, 06:55 PM
Q1 2024 1,049 $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 224 $438M +$16.3M -$7.92M +$8.42M SCHD, FNDF, VOO, VGT, DFAC 13F-HR 10/11/2023, 04:23 PM
Q2 2023 1,010 $477M +$17.1M -$6.38M +$10.7M SCHD, FNDF, VOO, VGT, DFAC 13F-HR 7/10/2023, 12:55 PM
Q1 2023 975 $447M +$31.2M -$8.27M +$22.9M SCHD, FNDF, VOO, DFAC, IVV 13F-HR 4/26/2023, 06:07 PM
Q4 2022 944 $412M +$40.9M -$24.3M +$16.7M SCHD, FNDF, VOO, IVV, VEA 13F-HR 2/21/2023, 05:31 PM
Q3 2022 839 $368M +$62.2M -$32.3M +$29.9M SCHD, FNDF, IVV, VGT, DFAC 13F-HR 11/22/2022, 02:44 PM
Q2 2022 861 $368M +$46.5M -$34.3M +$12.2M SCHD, DFAI, IVV, DFAC, VGT 13F-HR 7/11/2022, 02:52 PM
Q1 2022 912 $418M +$55.7M -$12.4M +$43.3M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 4/22/2022, 11:26 AM
Q4 2021 870 $402M +$198M -$4.39M +$193M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 1/24/2022, 06:07 PM
Q3 2021 280 $130M +$1.85M -$134M -$132M IVV, SCHD, VOO, SCHX, VGT 13F-HR 10/12/2021, 08:55 AM
Q2 2021 923 $351M +$75.2M -$2.35M +$72.8M SCHD, IEFA, IVV, VGT, DFAC 13F-HR 7/13/2021, 03:34 PM
Q1 2021 764 $263M +$93.5M -$2.22M +$91.2M SCHD, IEFA, IVV, VGT, VOO 13F-HR 4/14/2021, 03:50 PM
Q4 2020 346 $163M +$10.7M -$2.15M +$8.6M IVV, SCHD, VOO, VGT, SCHX 13F-HR 1/15/2021, 01:33 PM
Q3 2020 351 $138M +$10.9M -$1.62M +$9.29M IVV, SCHD, VOO, SCHX, VGT 13F-HR 10/27/2020, 02:27 PM
Q2 2020 314 $122M +$20.9M -$11.2M +$9.74M IVV, SCHD, VOO, SCHX, VGT 13F-HR 7/30/2020, 07:45 PM
Q1 2020 298 $98.5M +$20.5M -$8.27M +$12.2M IVV, VOO, SCHD, IEFA, VIG 13F-HR 5/28/2020, 03:11 PM
Q4 2019 79 $109M IVV, SCHD, IEFA, VOO, VIG 13F-HR 2/18/2020, 02:31 PM