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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
GOOGLAlphabet Inc
Recent Activity
Increased 9.14%
0.89%
$5.621M
29,692 shares@ $189.31 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Increased 2.37%
0.89%
$5.605M
102,115 shares@ $54.89 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 12.36%
0.87%
$5.438M
24,785 shares@ $219.4 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 43.72%
0.82%
$5.117M
98,369 shares@ $52.03 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 14.75%
0.81%
$5.082M
52,651 shares@ $96.53 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.05%
0.79%
$4.973M
38,975 shares@ $127.59 avg price
IJHIshares Tr
Recent Activity
Increased 1.26%
0.77%
$4.845M
77,756 shares@ $62.31 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 194.27%
0.75%
$4.688M
197,993 shares@ $23.69 avg price
MTUMIshares Tr
Recent Activity
Increased 0.09%
0.6%
$3.748M
18,111 shares@ $206.93 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 49.09%
0.55%
$3.466M
102,575 shares@ $33.8 avg price