Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CVA FAMILY OFFICE LLC | 01-16-2024 | 12-31-2023 | 1045 | 512,844,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $55,608,716 | 730,444 | 0.01 | 0.01 | -46,367 | -5.97 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 2 | $26,197,182 | 776,673 | 0.01 | 0.01 | -3,289 | -0.42 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $18,977,531 | 43,447 | 0.00 | 0.00 | 60 | 0.14 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 4 | $17,197,932 | 35,533 | 0.00 | 0.00 | 162 | 0.46 | 12-31-2023 |
