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
IBDPIshares Tr Recent Activity Exited	0%	$100,840 4,000 shares@ $25.21 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$70,560 2,940 shares@ $24.0 avg price	Exited
LEGLeggett & Platt Inc Recent Activity Exited	0%	$43,345 3,182 shares@ $13.63 avg price	Exited
TFXTeleflex Incorporated Recent Activity Exited	0%	$23,001 93 shares@ $247.33 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$14,274 536 shares@ $26.64 avg price	Exited
CZRCaesars Entertainment Inc Ne Recent Activity Exited	0%	$11,061 265 shares@ $41.74 avg price	Exited
AGRAvangrid Inc Recent Activity Exited	0%	$10,021 280 shares@ $35.79 avg price	Exited
BIDUBaidu Inc Recent Activity Exited	0%	$7,897 75 shares@ $105.3 avg price	Exited
WUWestern Un Co Recent Activity Exited	0%	$7,158 600 shares@ $11.93 avg price	Exited
CFLTConfluent Inc Recent Activity Exited	0%	$6,114 300 shares@ $20.38 avg price	Exited