0001802084-20-000005.txt : 20200528 0001802084-20-000005.hdr.sgml : 20200528 20200528151107 ACCESSION NUMBER: 0001802084-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200528 DATE AS OF CHANGE: 20200528 EFFECTIVENESS DATE: 20200528 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CVA Family Office, LLC CENTRAL INDEX KEY: 0001802084 IRS NUMBER: 813539178 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20166 FILM NUMBER: 20920570 BUSINESS ADDRESS: STREET 1: 101 UNIVERSITY BLVD STREET 2: SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 BUSINESS PHONE: 3032435611 MAIL ADDRESS: STREET 1: 101 UNIVERSITY BLVD STREET 2: SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802084 XXXXXXXX 03-31-2020 03-31-2020 CVA Family Office, LLC

101 UNIVERSITY BLVD SUITE 400 DENVER CO 80206

13F HOLDINGS REPORT 028-20166 N Dalyce Young 303-243-5620 Dalyce Young Denver CO 05-28-2020 0 305 98490 false INFORMATION TABLE 2 cvafamilyoffice13F_03.31.20.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 922 4204 SH SOLE 0 0 4204 ISHARES TR CORE S&P MCP ETF 464287507 1605 11157 SH SOLE 0 0 11157 ISHARES TR S&P MC 400GR ETF 464287606 45 251 SH SOLE 0 0 251 ISHARES TR CORE S&P SCP ETF 464287804 1845 32874 SH SOLE 0 0 32874 ISHARES TR S&P SML 600 GWT 464287887 58 424 SH SOLE 0 0 424 ISHARES TR S&P 500 VAL ETF 464287408 41 424 SH SOLE 0 0 424 ISHARES TR CORE S&P500 ETF 464287200 8410 32545 SH SOLE 0 0 32545 ISHARES TR S&P 500 GRWT ETF 464287309 272 1650 SH SOLE 0 0 1650 ISHARES TR RUS 1000 VAL ETF 464287598 461 4651 SH SOLE 0 0 4651 ISHARES TR RUS 1000 GRW ETF 464287614 26 175 SH SOLE 0 0 175 ISHARES TR RUSSELL 2000 ETF 464287655 159 1385 SH SOLE 0 0 1385 ISHARES TR RUSSELL 3000 ETF 464287689 1640 11055 SH SOLE 0 0 11055 SPDR S&P 500 ETF TR TR UNIT 78462F103 404 1566 SH SOLE 0 0 1566 AMAZON COM INC COM 023135106 378 194 SH SOLE 0 0 194 BRISTOL-MYERS SQUIBB CO COM 110122108 28 500 SH SOLE 0 0 500 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1715 9383 SH SOLE 0 0 9383 EMERSON ELEC CO COM 291011104 13 267 SH SOLE 0 0 267 EXPEDITORS INTL WASH INC COM 302130109 52 778 SH SOLE 0 0 778 BOEING CO COM 097023105 18 122 SH SOLE 0 0 122 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1 94 SH SOLE 0 0 94 INVESCO QQQ TR UNIT SER 1 46090E103 1307 6863 SH SOLE 0 0 6863 AMGEN INC COM 031162100 62 306 SH SOLE 0 0 306 ABBOTT LABS COM 002824100 151 1910 SH SOLE 0 0 1910 BEST BUY INC COM 086516101 57 1000 SH SOLE 0 0 1000 CONAGRA BRANDS INC COM 205887102 47 1615 SH SOLE 0 0 1615 EBAY INC COM 278642103 2 73 SH SOLE 0 0 73 ALTRIA GROUP INC COM 02209S103 49 1280 SH SOLE 0 0 1280 GENUINE PARTS CO COM 372460105 49 725 SH SOLE 0 0 725 INTEL CORP COM 458140100 249 4593 SH SOLE 0 0 4593 ILLINOIS TOOL WKS INC COM 452308109 7 52 SH SOLE 0 0 52 NOKIA CORP SPONSORED ADR 654902204 2 500 SH 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SH SOLE 0 0 900 ISHARES INC CORE MSCI EMKT 46434G103 1223 30231 SH SOLE 0 0 30231 ISHARES TR CORE MSCI EAFE 46432F842 5426 108762 SH SOLE 0 0 108762 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2 35 SH SOLE 0 0 35 FLEXSHARES TR QUALT DIVD IDX 33939L860 2404 66859 SH SOLE 0 0 66859 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4 266 SH SOLE 0 0 266 INVESCO EXCHANGE-TRADED FD T S&P MIDCP LOW 46138E198 6 141 SH SOLE 0 0 141 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 6 174 SH SOLE 0 0 174 KINDRED BIOSCIENCES INC COM 494577109 8 2000 SH SOLE 0 0 2000 ISHARES TR USA MOMENTUM FCT 46432F396 1595 14980 SH SOLE 0 0 14980 WISDOMTREE TR US QTLY DIV GRT 97717X669 526 13530 SH SOLE 0 0 13530 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2669 47446 SH SOLE 0 0 47446 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 35 500 SH SOLE 0 0 500 FLEXSHARES TR INTL QLTDV IDX 33939L837 619 34949 SH SOLE 0 0 34949 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2 100 SH SOLE 0 0 100 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 137 5822 SH SOLE 0 0 5822 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 561 21670 SH SOLE 0 0 21670 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 54 2614 SH SOLE 0 0 2614 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 405 19235 SH SOLE 0 0 19235 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1265 40372 SH SOLE 0 0 40372 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 208 6780 SH SOLE 0 0 6780 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 102 1630 SH SOLE 0 0 1630 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 785 40747 SH SOLE 0 0 40747 FIDELITY COVINGTON TR MSCI FINLS IDX 316092501 12 425 SH SOLE 0 0 425 ALPHABET INC CAP STK CL C 02079K107 12 10 SH SOLE 0 0 10 OPGEN INC COM 68373L307 5 2000 SH SOLE 0 0 2000 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 21 400 SH SOLE 0 0 400 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 863 16541 SH SOLE 0 0 16541 WISDOMTREE TR YIELD ENHANCD US 97717X511 110 2133 SH SOLE 0 0 2133 VANGUARD WHITEHALL FDS 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