Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NELSON CAPITAL MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 91 | 407,824,023 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $47,273,545 | 108,677 | 0.01 | 0.01 | 61,363 | 129.69 | 09-30-2023 |
| MICROSOFT CORP | COM | 2 | $25,588,514 | 81,040 | 0.01 | 0.01 | -2,031 | -2.44 | 09-30-2023 |
| ISHARES TR | ISHS 1-5YR INVS | 3 | $20,257,141 | 406,525 | 0.00 | 0.01 | -5,339 | -1.30 | 09-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $18,707,569 | 427,895 | 0.00 | 0.01 | 4,347 | 1.03 | 09-30-2023 |
