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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 195.35%
9.95%
$62.79M
2.298M shares@ $27.32 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 0.96%
4.07%
$25.678M
773,210 shares@ $33.21 avg price
VGTVanguard World Fd
Recent Activity
Increased 6.36%
3.92%
$24.712M
39,742 shares@ $621.81 avg price
IVVIshares Tr
Recent Activity
Increased 1.26%
3.21%
$20.271M
34,435 shares@ $588.68 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 11.78%
2.43%
$15.35M
379,095 shares@ $40.49 avg price
AAPLApple Inc
Recent Activity
Increased 5.29%
2.15%
$13.541M
54,074 shares@ $250.42 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 6.07%
1.87%
$11.788M
204,905 shares@ $57.53 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 230.55%
1.72%
$10.844M
467,835 shares@ $23.18 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 12.53%
1.63%
$10.294M
167,743 shares@ $61.38 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.48%
1.62%
$10.202M
24,205 shares@ $421.5 avg price