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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1201 | $1,986 | 27 | 0.00 | 27 | +Inf | 12-31-2023 | |
| ORANGE | SPONSORED ADR | 1202 | $1,977 | 173 | 0.00 | 173 | +Inf | 12-31-2023 | |
| LANDSTAR SYS INC | COM | 1203 | $1,937 | 10 | 0.00 | 10 | +Inf | 12-31-2023 | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 1204 | $1,918 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |
