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Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$631.67MTotal holdings1287
Assets growth rate2.54%Assets growth rate (2-Q avg)6.71%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cva Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1287 positions.

Assets under management

The assets under management (AUM) of Cva Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 631.67M in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 6.71%. The portfolio is managed by Dalyce Young Tinoco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -5.28%
3.35%
$21.103M
39,165 shares@ $538.82 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -20.03%
2.48%
$15.64M
452,154 shares@ $34.59 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -0.41%
2.21%
$13.929M
143,702 shares@ $96.94 avg price
IJRIshares Tr
Recent Activity
Decreased -0.5%
1.32%
$8.316M
72,173 shares@ $115.23 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -0.73%
1.28%
$8.034M
275,130 shares@ $29.21 avg price
VHTVanguard World Fd
Recent Activity
Decreased -6.39%
1.09%
$6.884M
27,135 shares@ $253.69 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -19.97%
1.06%
$6.653M
139,116 shares@ $47.83 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -4.39%
0.98%
$6.18M
53,653 shares@ $115.18 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -15.52%
0.81%
$5.06M
79,378 shares@ $63.76 avg price
MGVVanguard World Fd
Recent Activity
Decreased -2.07%
0.57%
$3.544M
28,376 shares@ $124.92 avg price