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
ACWXIshares Tr Recent Activity New Position	0.01%	$424,791 8,144 shares@ $52.16 avg price	New Position
VBVanguard Index Fds Recent Activity	0.01%	$377,480 1,571 shares@ $240.29 avg price
ISTBIshares Tr Recent Activity New Position	0.01%	$373,800 7,825 shares@ $47.77 avg price	New Position
GVIIshares Tr Recent Activity New Position	0.01%	$372,935 3,578 shares@ $104.24 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity	0.01%	$304,522 890 shares@ $342.16 avg price
BXBlackstone Inc Recent Activity	0.01%	$286,045 1,659 shares@ $172.43 avg price
QUALIshares Tr Recent Activity Increased 22.86%	0.01%	$282,430 1,586 shares@ $178.08 avg price	Increased 22.86%
TTDThe Trade Desk Inc Recent Activity Decreased -14.33%	0.01%	$266,793 2,270 shares@ $117.53 avg price	Decreased -14.33%
EWJIshares Inc Recent Activity Increased 15.1%	0.01%	$263,435 3,926 shares@ $67.11 avg price	Increased 15.1%
FTCSFirst Tr Exchange-traded Fd Recent Activity New Position	0.01%	$242,647 2,763 shares@ $87.83 avg price	New Position