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
SCHFSchwab Strategic Tr Recent Activity Increased 109.7%	0.55%	$3.413M 184,491 shares@ $18.5 avg price	Increased 109.7%
SCHGSchwab Strategic Tr Recent Activity Increased 301.9%	0.5%	$3.147M 112,904 shares@ $27.87 avg price	Increased 301.9%
AGZIshares Tr Recent Activity Increased 1.01%	0.49%	$3.06M 28,347 shares@ $107.97 avg price	Increased 1.01%
FNDBSchwab Strategic Tr Recent Activity Increased 151.78%	0.49%	$3.06M 131,540 shares@ $23.27 avg price	Increased 151.78%
KMIKinder Morgan Inc Del Recent Activity Increased 1.29%	0.47%	$2.962M 108,109 shares@ $27.4 avg price	Increased 1.29%
METAMeta Platforms Inc Recent Activity Increased 8.39%	0.47%	$2.914M 4,977 shares@ $585.54 avg price	Increased 8.39%
TSLATesla Inc Recent Activity Increased 9.52%	0.47%	$2.906M 7,197 shares@ $403.84 avg price	Increased 9.52%
SHVIshares Tr Recent Activity Increased 16.69%	0.45%	$2.781M 25,254 shares@ $110.12 avg price	Increased 16.69%
DFIVDimensional Etf Trust Recent Activity Increased 71.02%	0.44%	$2.777M 78,262 shares@ $35.49 avg price	Increased 71.02%
JPMJpmorgan Chase & Co. Recent Activity Increased 4.71%	0.43%	$2.686M 11,207 shares@ $239.71 avg price	Increased 4.71%