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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
VOXVanguard World Fd
Recent Activity
Decreased -5.1%
0.19%
$1.157M
7,468 shares@ $154.97 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -6.6%
0.17%
$1.038M
15,946 shares@ $65.09 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -2.14%
0.15%
$915,409
24,391 shares@ $37.54 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -30.73%
0.15%
$913,156
6,314 shares@ $144.63 avg price
DVYIshares Tr
Recent Activity
Decreased -1.94%
0.15%
$898,887
6,847 shares@ $131.29 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.97%
0.14%
$884,215
33,204 shares@ $26.63 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -3.25%
0.14%
$872,035
1,488 shares@ $586.05 avg price
IEMGIshares Inc
Recent Activity
Decreased -5.19%
0.12%
$724,735
13,878 shares@ $52.23 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.05%
0.1%
$625,595
3,285 shares@ $190.44 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.17%
0.1%
$608,973
4,005 shares@ $152.06 avg price