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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
VTVVanguard Index Fds
Recent Activity
Increased 0.04%
0.14%
$854,718
5,049 shares@ $169.29 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 100.53%
0.14%
$845,437
28,466 shares@ $29.7 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.98%
0.14%
$834,729
11,644 shares@ $71.69 avg price
ABTAbbott Labs
Recent Activity
Increased 5.97%
0.14%
$833,847
7,372 shares@ $113.12 avg price
MDTMedtronic Plc
Recent Activity
Increased 27.77%
0.13%
$815,255
10,206 shares@ $79.88 avg price
RTXRtx Corporation
Recent Activity
Increased 2.77%
0.13%
$803,897
6,947 shares@ $115.72 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 6.06%
0.13%
$770,933
2,191 shares@ $351.87 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.84%
0.13%
$758,585
1,561 shares@ $485.97 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 5.02%
0.12%
$752,375
1,446 shares@ $520.32 avg price
DHRDanaher Corporation
Recent Activity
Increased 3.07%
0.12%
$748,563
3,261 shares@ $229.56 avg price