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Michael Maestas

@Donor Advised Charitable Giving, Inc.

Latest period2024 - Q4ReportedManaged Assets$4.396BTotal holdings40
Assets growth rate7.84%Assets growth rate (2-Q avg)1.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Donor Advised Charitable Giving, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Donor Advised Charitable Giving, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.396B in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Michael Maestas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -2.48%
98.48%
$4.328B
32.232M shares@ $134.3 avg price
ITOTIshares Tr
Recent Activity
Increased 0.37%
0.18%
$7.579M
58,924 shares@ $128.63 avg price
VTVanguard Intl Equity Index F
Recent Activity
0.12%
$5.099M
43,400 shares@ $117.48 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -17.71%
0.11%
$4.55M
16,030 shares@ $283.86 avg price
RBLXRoblox Corp
Recent Activity
Decreased -35.88%
0.09%
$3.802M
65,703 shares@ $57.87 avg price
WMTWalmart Inc
Recent Activity
0.09%
$3.614M
40,000 shares@ $90.35 avg price
SCHKSchwab Strategic Tr
Recent Activity
Increased 100%
0.08%
$3.405M
120,288 shares@ $28.31 avg price
WDAYWorkday Inc
Recent Activity
0.08%
$3.351M
12,988 shares@ $258.04 avg price
METAMeta Platforms Inc
Recent Activity
0.08%
$3.313M
5,658 shares@ $585.52 avg price
IVVIshares Tr
Recent Activity
Increased 47.4%
0.08%
$3.152M
5,355 shares@ $588.7 avg price