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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
VIGVanguard Specialized Funds
Recent Activity
Increased 5.61%
1.38%
$8.666M
44,252 shares@ $195.83 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.91%
1.24%
$7.823M
58,251 shares@ $134.3 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.03%
1.24%
$7.782M
26,853 shares@ $289.82 avg price
AGGIshares Tr
Recent Activity
Increased 25.23%
1.15%
$7.263M
74,953 shares@ $96.91 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 2.32%
1.15%
$7.262M
249,995 shares@ $29.06 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 71.03%
1.1%
$6.923M
13,542 shares@ $511.22 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 195.04%
1.08%
$6.78M
298,692 shares@ $22.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.82%
1%
$6.305M
13,909 shares@ $453.29 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 7.23%
0.97%
$6.093M
121,491 shares@ $50.16 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3.54%
0.94%
$5.923M
25,546 shares@ $231.85 avg price