Cva Family Office, LLC Purchases in Q1 2025

Cva Family Office, LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
115K
+ 14.92%
$32.9 - $37.45 $3.8M - $4.32M
889K $32.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
148K
+ 6.42%
$27.01 - $28.54 $3.99M - $4.21M
2.45M $67.5M
AVDE
American Centy ETF Tr Avantis

ETFs
45.5K
+ 27.14%
$60.63 - $68.55 $2.76M - $3.12M
213K $14.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
72.6K
+ 70.76%
$32.57 - $35.82 $2.36M - $2.6M
175K $5.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.2K
+ 24.27%
$95.85 - $99.25 $1.74M - $1.81M
93.1K $9.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 0.81%
$442.66 - $534.52 $49.6K - $59.9K
14K $7.47M
DFAI
Dimensional ETF Tr

ETFs
15.7K
+ 5.7%
$28.88 - $32.4 $453K - $508K
291K $9.08M
SHV
Ishares Tr

ETFs
8.35K
+ 33.08%
$110.11 - $110.51 $920K - $923K
33.6K $3.71M
MUB
Ishares National Muni Bond ETF

ETFs
8.89K
+ 170.07%
$104.71 - $107.69 $930K - $957K
14.1K $1.49M
VIG
Vanguard Dividend Appreciation

ETFs
4.01K
+ 9.06%
N/A
48.3K $8.79M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.2K
+ 11.68%
$49.69 - $50.76 $705K - $720K
136K $6.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.1K
+ 35.54%
$24.91 - $29.02 $1M - $1.16M
153K $3.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.28K
+ 13.56%
$126.11 - $135.06 $666K - $714K
44.3K $5.65M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 17.88%
$59.61 - $66.71 $846K - $947K
93.6K $5.66M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.71K
+ 336.34%
$78.97 - $85.82 $530K - $576K
8.71K $724K
JNJ
Johnson & Johnson

Healthcare
2.3K
+ 36.36%
$142.06 - $167.7 $326K - $385K
8.61K $1.43M
DGRO
Ishares Core Dividend Growth E

ETFs
8.07K
+ 47.54%
$60.46 - $64.42 $488K - $520K
25K $1.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11K
+ 5.35%
$56.17 - $59.71 $615K - $654K
216K $12.2M
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 3.09%
$60.81 - $72.32 $70.3K - $83.6K
38.6K $2.76M
PM
Philip Morris International Inc.

Consumer Defensive
345
+ 4.3%
$117.15 - $158.79 $40.4K - $54.8K
8.37K $1.33M
SUB
Ishares Short Term National Mu

ETFs
3.19K
+ 51.75%
$105.3 - $106.24 $336K - $339K
9.35K $986K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.13K
+ 1.7%
$18.36 - $20.51 $57.5K - $64.3K
188K $3.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.67K
+ 77.04%
$49.25 - $50.66 $328K - $338K
15.3K $758K
LLY
Eli Lilly & CO

Healthcare
192
+ 7.08%
$725.72 - $929.72 $139K - $179K
2.91K $2.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.6K
+ 28.53%
$25.58 - $29.24 $374K - $428K
65.9K $1.73M
VONE
Vanguard Russell 1000 ETF

ETFs
1.14K
New
$250.16 - $278.79 $284K - $317K
1.14K $286K
XOM
Exxon Mobil Corp

Energy
918
+ 6.2%
$105.44 - $118.93 $96.8K - $109K
15.7K $1.87M
VTV
Vanguard Value ETF

ETFs
1.51K
+ 29.95%
$167.73 - $179.21 $254K - $271K
6.56K $1.12M
VHT
Vanguard Health Care ETF

ETFs
40
+ 0.15%
$254.06 - $273.83 $10.2K - $11K
27.2K $7.14M
T
At&T Inc.

Communication Services
495
+ 1.15%
$21.56 - $28.28 $10.7K - $14K
43.5K $1.23M
V
Visa Inc.

Financial Services
123
+ 2.05%
$306.92 - $362.71 $37.8K - $44.6K
6.11K $2.14M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.7K
+ 52.91%
$51.45 - $58.51 $293K - $334K
16.5K $853K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.15K
+ 1.13%
$53.35 - $58.68 $61.4K - $67.5K
103K $5.85M
CVX
Chevron Corp

Energy
203
+ 2.18%
$146.71 - $167.97 $29.8K - $34.1K
9.5K $1.59M
AMGN
Amgen Inc

Healthcare
159
+ 4.44%
$258.59 - $327.36 $41.1K - $52.1K
3.74K $1.17M
VGSH
Vanguard

ETFs
3.82K
+ 136.81%
$58.07 - $58.68 $222K - $224K
6.61K $388K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.2K
+ 394.98%
$96.88 - $111.25 $214K - $245K
2.76K $275K
IBM
International Business Machines Corp

Technology
615
+ 29.08%
$217.4 - $264.74 $134K - $163K
2.73K $678K
AVUV
American Centy ETF Tr Avantis

ETFs
8.09K
+ 15.36%
$84.95 - $100.62 $687K - $814K
60.7K $5.29M
ABBV
Abb Vie Inc.

Healthcare
383
+ 9.42%
$169.2 - $216.66 $64.8K - $83K
4.45K $931K
CVS
Cvs Health Corp

Healthcare
1.61K
+ 43.36%
$44.22 - $68.64 $71.4K - $111K
5.34K $361K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.04K
+ 10.32%
$79.17 - $82.04 $161K - $167K
21.8K $1.78M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.59K
+ 7.02%
$22.46 - $23.26 $148K - $153K
100K $2.32M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.23K
+ 260.99%
$40.79 - $42.32 $172K - $179K
5.85K $245K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.59K
+ 11.76%
$468.34 - $539.52 $746K - $859K
15.1K $7.1M
ABT
Abbott Laboratories

Healthcare
183
+ 2.48%
$111.1 - $140.22 $20.3K - $25.7K
7.56K $1M
MDT
Medtronic PLC

Healthcare
704
+ 6.9%
$79.84 - $94.5 $56.2K - $66.5K
10.9K $980K
JPM
Jpmorgan Chase & CO

Financial Services
405
+ 3.61%
$225.19 - $279.95 $91.2K - $113K
11.6K $2.85M
Activity Summary
Buys All Purchases 725 New Holdings 206 Increased Positions 519 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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