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