Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$631.67M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JTEKJ P Morgan Exchange Traded F Recent Activity New Position	0.12%	$748,528 9,892 shares@ $75.68 avg price	New Position
ICSHIshares Tr Recent Activity New Position	0.09%	$536,121 10,631 shares@ $50.43 avg price	New Position
ITAIshares Tr Recent Activity New Position	0.08%	$482,562 3,320 shares@ $145.35 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.08%	$461,138 5,625 shares@ $81.99 avg price	New Position
SMMUPimco Etf Tr Recent Activity New Position	0.03%	$128,986 2,588 shares@ $49.85 avg price	New Position
DFCFDimensional Etf Trust Recent Activity New Position	0.02%	$66,857 1,620 shares@ $41.27 avg price	New Position
IBDZIshares Tr Recent Activity New Position	0.02%	$65,254 2,564 shares@ $25.46 avg price	New Position
SPGPInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$58,523 558 shares@ $104.88 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.01%	$33,491 204 shares@ $164.18 avg price	New Position
JMHIJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$27,872 555 shares@ $50.22 avg price	New Position