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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
ABBVAbbvie Inc
Recent Activity
Increased 5.73%
0.12%
$722,384
4,065 shares@ $177.71 avg price
VNQVanguard Index Fds
Recent Activity
Increased 0.14%
0.12%
$706,858
7,935 shares@ $89.09 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 94.63%
0.12%
$706,669
27,327 shares@ $25.86 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 6.02%
0.12%
$696,233
3,525 shares@ $197.52 avg price
UNPUnion Pac Corp
Recent Activity
Increased 0.9%
0.11%
$690,505
3,028 shares@ $228.04 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 301.03%
0.11%
$673,832
3,136 shares@ $214.87 avg price
SUBIshares Tr
Recent Activity
Increased 132.86%
0.11%
$649,651
6,159 shares@ $105.48 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 265.08%
0.1%
$630,560
9,689 shares@ $65.08 avg price
NOWServicenow Inc
Recent Activity
Increased 7.25%
0.1%
$627,591
592 shares@ $1060.12 avg price
EIPXFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.78%
0.1%
$625,134
25,505 shares@ $24.52 avg price