DA
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Donor Advised Charitable Giving, Inc.13F | |
| Donor Advised Charitable Giving, Inc. | |
| Last update 2025-04-10 | 40 Stocks (5 new) |
| Value $3.46 Bil | Turnover 0 % |
Donor Advised Charitable Givin... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 31,302,725 | 3,392,589.4 | -2.88% | 98.030 | -2.84% | 0.130 | +36.67% | +15.78% | 3,791,289.6 | Semiconductors | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 59,097 | 7,210.4 | +0.29% | 0.210 | 0% | 0.010 | +7.61% | +4.35% | 69,401.7 | ||
RBLX | Roblox Corp | 106,461 | 6,205.6 | +62.03% | 0.180 | +0.07% | 0.020 | +73.91% | +81.42% | 71,199.5 | Interactive Media | |
AJG | Arthur J. Gallagher & Co | 16,030 | 5,534.2 | 0% | 0.160 | 0% | 0.010 | -5.01% | +12.91% | 81,742.4 | Insurance | |
VT | Vanguard Total World Stock ETF | 43,400 | 5,032.2 | 0% | 0.150 | 0% | 0.010 | +8.29% | +9.14% | 44,425.0 | ||
IVV | iShares Core S&P 500 ETF | 6,411 | 3,602.3 | +19.72% | 0.100 | +0.02% | 0.000 | +7.69% | +4.86% | 589,284.4 | ||
WMT | Walmart Inc | 40,000 | 3,511.6 | 0% | 0.100 | 0% | 0.000 | +13.29% | +7.14% | 768,554.2 | Retail - Defensive | |
SCHK | Schwab 1000 Index ETF | 120,288 | 3,238.2 | 0% | 0.090 | 0% | 0.080 | +7.78% | +4.70% | 4,216.8 | ||
BRK.A | Berkshire Hathaway Inc | 4 | 3,193.8 | New Holding | 0.090 | +0.09% | 0.000 | -8.52% | +7.34% | 1,050,562.4 | Insurance | |
META | Meta Platforms Inc | 5,309 | 3,060.0 | -6.17% | 0.090 | 0% | 0.000 | +18.36% | +23.62% | 1,816,866.7 | Interactive Media |
Donor Advised Charitable Giving, Inc.'s Historical Top Holdings Breakdowns
Donor Advised Charitable Giving, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.84% | 106.98 ($126.74) 149.43 | $155.46 | 22.66% | Reduce -2.88% | 31,302,725 | -928,865 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.09% | 663000 ($729331) 801950 | $730,885.28 | 0.21% | New holding | 4 | 4 | |
RBLX | Roblox Corp | 2025-03-31 | Add Add | +0.07% | 53.77 ($62.86) 75.47 | $104.97 | 66.99% | Add 62.03% | 106,461 | 40,758 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.07% | 222.15 ($333.26) 428.22 | $328.22 | -1.51% | Sold Out | 0 | -7,787 | |
MCD | McDonald's Corp | 2025-03-31 | Sold Out Sold Out | -0.03% | 279.74 ($299.1) 321.29 | $285.35 | -4.60% | Sold Out | 0 | -5,025 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.02% | 554.06 ($590.51) 615.85 | $613.45 | 3.88% | Add 19.72% | 6,411 | 1,056 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Reduce Reduce | -0.02% | 50.87 ($50.99) 51.09 | $50.99 | 0.01% | Reduce -51.43% | 13,815 | -14,629 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Reduce Reduce | -0.02% | 99.16 ($99.33) 99.52 | $99.39 | 0.07% | Reduce -35.3% | 15,683 | -8,556 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +0.01% | 180.99 ($194.74) 210.18 | $193.02 | -0.88% | New holding | 1,002 | 1,002 | |
DE | Deere & Co | 2025-03-31 | New Buy New Buy | +0.01% | 408.57 ($467.8) 509.27 | $505.49 | 8.06% | New holding | 1,029 | 1,029 |
Donor Advised Charitable Giving, Inc. Total Holding History ($B)
Donor Advised Charitable Giving, Inc.'s Asset Allocation
Donor Advised Charitable Giving, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Donor Advised Charitable Giving, Inc.'s Hypothetical Growth since 2025-03-31
Donor Advised Charitable Giving, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Donor Advised Charitable Giving, Inc.'s Holdings Heat Map
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Donor Advised Charitable Giving, Inc.'s Holdings Bubble Chart
Donor Advised Charitable Giving, Inc. News
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