Michael Maestas

@Donor Advised Charitable Giving, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$4.396B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity Decreased -2.48%	98.48%	$4.328B 32.232M shares@ $134.3 avg price	Decreased -2.48%
AJGGallagher Arthur J & Co Recent Activity Decreased -17.71%	0.11%	$4.55M 16,030 shares@ $283.86 avg price	Decreased -17.71%
RBLXRoblox Corp Recent Activity Decreased -35.88%	0.09%	$3.802M 65,703 shares@ $57.87 avg price	Decreased -35.88%
TSLATesla Inc Recent Activity Decreased -0.32%	0.08%	$3.145M 7,787 shares@ $403.84 avg price	Decreased -0.32%
BILSSpdr Ser Tr Recent Activity Decreased -4.54%	0.06%	$2.403M 24,239 shares@ $99.15 avg price	Decreased -4.54%
TTDThe Trade Desk Inc Recent Activity Decreased -14.33%	0.01%	$266,793 2,270 shares@ $117.53 avg price	Decreased -14.33%