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
IBTPIshares Tr Recent Activity New Position	0.01%	$14,470 583 shares@ $24.82 avg price	New Position
ONEQFidelity Comwlth Tr Recent Activity New Position	0.01%	$11,409 150 shares@ $76.06 avg price	New Position
NVRNvr Inc Recent Activity New Position	0.01%	$8,179 1 shares@ $8179.0 avg price	New Position
WYWeyerhaeuser Co Mtn Be Recent Activity New Position	0.01%	$7,910 281 shares@ $28.15 avg price	New Position
EZUIshares Inc Recent Activity New Position	0.01%	$6,136 130 shares@ $47.2 avg price	New Position
VLUEIshares Tr Recent Activity New Position	0.01%	$5,914 56 shares@ $105.61 avg price	New Position
BGBunge Global Sa Recent Activity New Position	0.01%	$5,676 73 shares@ $77.76 avg price	New Position
TPGTpg Inc Recent Activity New Position	0.01%	$4,587 73 shares@ $62.84 avg price	New Position
IWOIshares Tr Recent Activity New Position	0.01%	$4,317 15 shares@ $287.8 avg price	New Position
QBTSD-wave Quantum Inc Recent Activity New Position	0.01%	$4,200 500 shares@ $8.4 avg price	New Position