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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
VOVanguard Index Fds
Recent Activity
0.03%
$1.053M
3,987 shares@ $264.13 avg price
SCCOSouthern Copper Corp
Recent Activity
Increased 0.62%
0.03%
$931,531
10,222 shares@ $91.14 avg price
IJRIshares Tr
Recent Activity
Increased 27.31%
0.02%
$797,215
6,919 shares@ $115.23 avg price
VTIVanguard Index Fds
Recent Activity
Increased 14.5%
0.02%
$783,067
2,702 shares@ $289.82 avg price
OKTAOkta Inc
Recent Activity
0.02%
$691,470
8,775 shares@ $78.8 avg price
EFAIshares Tr
Recent Activity
Increased 2.67%
0.02%
$682,626
9,028 shares@ $75.62 avg price
SCZIshares Tr
Recent Activity
Increased 2.32%
0.02%
$620,565
10,215 shares@ $60.76 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 201.42%
0.02%
$580,503
24,514 shares@ $23.69 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 106.42%
0.02%
$553,908
1,222 shares@ $453.28 avg price
EEMIshares Tr
Recent Activity
Increased 7.74%
0.02%
$497,114
11,887 shares@ $41.82 avg price