CVFG LLC
CVFG LLC, doing business as coreVISION Financial Group, is a registered investment advisory firm headquartered in Shelbyville, Indiana. Founded to provide personalized retirement planning and comprehensive investment management, the firm serves individuals, families, businesses, and non-profit organizations seeking long-term relationships built on trust. CVFG LLC has over 771 clients, with a team focusing on wealth management, financial planning, and advisory services designed to help clients accumulate, preserve, and sustain wealth.
Investment Strategy
CVFG LLC employs a customized and comprehensive approach to investment management, focusing on long-term retirement planning, capital preservation, and income sustainability. The firm's strategy begins with a detailed understanding of each client's financial situation, risk tolerance, and goals, followed by a six-step planning process. Portfolio construction is based on a mix of equities, ETFs, and other diversified instruments, aiming to balance growth and risk tailored to each client's objectives. The philosophy centers on personalized guidance and ongoing client education to ensure alignment with evolving financial needs.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.86% | $8.6M | 13,987 | $586.48 | $617.85 | +$1.0M |
D DIA | SPDR DOW JONES INDL AVERAGE | 5.33% | $6.7M | 15,237 | $426.67 | $440.65 | +$840.1K |
A AAPL | APPLE INC | 5.25% | $6.6M | 32,229 | $249.77 | $205.17 | -$504.5K |
V VTI | VANGUARD INDEX FDS | 4.67% | $5.9M | 19,373 | $289.14 | $303.93 | +$744.1K |
C CWI | SPDR INDEX SHS FDS | 4.22% | $5.3M | 162,797 | $28.29 | $32.66 | +$748.9K |