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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
QDFFlexshares Tr
Recent Activity
Decreased -1.64%
0.55%
$3.472M
49,213 shares@ $70.56 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.33%
0.53%
$3.328M
47,360 shares@ $70.28 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -13.42%
0.36%
$2.223M
61,149 shares@ $36.36 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.34%
0.29%
$1.795M
9,059 shares@ $198.19 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -1.47%
0.25%
$1.552M
19,901 shares@ $78.02 avg price
EFAVIshares Tr
Recent Activity
Decreased -1.74%
0.24%
$1.492M
21,106 shares@ $70.72 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -12.77%
0.22%
$1.366M
54,959 shares@ $24.86 avg price
FLRNSpdr Ser Tr
Recent Activity
Decreased -22.7%
0.21%
$1.282M
41,734 shares@ $30.73 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -14.85%
0.2%
$1.252M
49,366 shares@ $25.38 avg price
VDCVanguard World Fd
Recent Activity
Decreased -0.17%
0.2%
$1.214M
5,743 shares@ $211.38 avg price