StockDriftsStockDriftsTop 50 CVA Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 6.96% | 1.35M | $66.1M | +13.06%(+156.08K) | $34.63(+54.66%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.18% | 1.91M | $58.6M | -4.18%(-83.39K) | $24.83(+27.85%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.95% | 831.8K | $37.5M | +27.90%(+181.46K) | $39.21(+29.98%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.88% | 52.8K | $36.8M | +5.78%(+2.89K) | $59.35(+91.17%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.84% | 429.7K | $36.5M | +20.34%(+72.64K) | $67.81(+34.74%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.64% | 310.7K | $34.5M | +19.03%(+49.69K) | $90.24(+38.61%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.5% | 36.4K | $23.8M | +2.48%(+879) | $379.37(+96.57%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.45% | 634.0K | $23.3M | +21.57%(+112.50K) | $36.01(+10.80%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.26% | 35.9K | $21.5M | -17.86%(-7.81K) | $362.20(+88.41%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 2.05% | 509.6K | $19.5M | +36.21%(+135.47K) | $31.73(+30.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.43% | +42.13% |
| Top 20 Holdings Unweighted | +13.00% | +44.28% |
Sign up free to track CVA Family Office, LLC, compare funds side by side, and get alerts the moment positions change.