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VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%VTV+1.5%SPYM+1.7%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%IJH+0.6%VWO+1.7%SCHD+1.9%IWF+0.4%XLK+0.0%SGOV+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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NELS vs S&P 500

MAX$28.96 · +1.2% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+15.1%S&P 500 +16.6%Oct 15, 2025Nov 4, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+1.2%−2.1%−1.5%+12.4%+12.0%——+15.1%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Nelson Capital NELS and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

NELS’s Top 10 Holdings

Today
38.6%of NELS sits in these 10
1NVDANvidia7.30%
2AAPLApple7.26%
3MSFTMicrosoft6.07%
4GOOGLAlphabet -4.00%
5AMZNAmazon3.79%
6AVGOBroadcom2.41%
7METAMeta Platforms2.21%
8JPMJpmorgan Chase &1.98%
9LLYEli Lilly &1.85%
10MUMicron Technology1.73%
Nelson Capital NELS · weight in the fund · as of Nov 4, 2026
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NELS vs Peer Average

YTD
NELSAvsBPeer average
1D+1.2%[…]
1M−2.1%[…]
3M−1.5%[…]
YTD+12.4%[…]
1Y+12.0%[…]
0–0level
0 peers · each row scaled to its leader
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