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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
WMTWalmart Inc
Recent Activity
Increased 3.13%
0.41%
$2.548M
28,199 shares@ $90.35 avg price
KOCoca Cola Co
Recent Activity
Increased 2.77%
0.37%
$2.329M
37,414 shares@ $62.27 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 127.71%
0.34%
$2.131M
93,882 shares@ $22.71 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.99%
0.34%
$2.094M
2,713 shares@ $772.0 avg price
MAMastercard Incorporated
Recent Activity
Increased 4.21%
0.32%
$1.969M
3,739 shares@ $526.53 avg price
VVisa Inc
Recent Activity
Increased 53.06%
0.3%
$1.892M
5,986 shares@ $316.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.49%
0.28%
$1.751M
1,911 shares@ $916.09 avg price
HDHome Depot Inc
Recent Activity
Increased 45.95%
0.28%
$1.735M
4,460 shares@ $388.98 avg price
PGProcter And Gamble Co
Recent Activity
Increased 4.94%
0.28%
$1.711M
10,204 shares@ $167.65 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 27.86%
0.26%
$1.63M
27,532 shares@ $59.21 avg price