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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.51%
0.26%
$1.592M
14,800 shares@ $107.57 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 17.47%
0.26%
$1.584M
19,737 shares@ $80.28 avg price
CWBSpdr Ser Tr
Recent Activity
Increased 0.27%
0.24%
$1.503M
19,292 shares@ $77.89 avg price
ORCLOracle Corp
Recent Activity
Increased 16.59%
0.24%
$1.472M
8,836 shares@ $166.64 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 342.15%
0.23%
$1.422M
51,307 shares@ $27.71 avg price
ZIONZions Bancorporation N A
Recent Activity
Increased 0.75%
0.22%
$1.379M
25,412 shares@ $54.25 avg price
CVXChevron Corp New
Recent Activity
Increased 9.66%
0.22%
$1.346M
9,293 shares@ $144.84 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.31%
0.2%
$1.225M
2,422 shares@ $505.87 avg price
SONYSony Group Corp
Recent Activity
Increased 399.97%
0.19%
$1.141M
53,931 shares@ $21.17 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.99%
0.18%
$1.097M
11,025 shares@ $99.48 avg price