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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 | +28.18% | +5.54% | 3,456,204.6 | Semiconductors | |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 59,097 | 7,210.4 | +0.29% | 0.210 | 0% | 0.010 | +5.09% | +2.19% | 68,492.7 | ||
RBLX | Roblox Corp | 106,461 | 6,205.6 | +62.03% | 0.180 | +0.07% | 0.020 | +63.56% | +65.57% | 64,979.6 | Interactive Media | |
AJG | Arthur J. Gallagher & Co | 16,030 | 5,534.2 | 0% | 0.160 | 0% | 0.010 | -2.89% | +16.27% | 84,180.0 | Insurance | |
VT | Vanguard Total World Stock ETF | 43,400 | 5,032.2 | 0% | 0.150 | 0% | 0.010 | +6.11% | +7.12% | 43,925.8 | ||
IVV | iShares Core S&P 500 ETF | 6,411 | 3,602.3 | +19.72% | 0.100 | +0.02% | 0.000 | +4.92% | +2.58% | 591,319.0 | ||
WMT | Walmart Inc | 40,000 | 3,511.6 | 0% | 0.100 | 0% | 0.000 | +3.52% | +8.44% | 779,846.4 | Retail - Defensive | |
SCHK | Schwab 1000 Index ETF | 120,288 | 3,238.2 | 0% | 0.090 | 0% | 0.080 | +5.16% | +2.45% | 4,186.2 | ||
BRK.A | Berkshire Hathaway Inc | 4 | 3,193.8 | New Holding | 0.090 | +0.09% | 0.000 | -0.90% | +8.73% | 1,064,764.2 | Insurance | |
META | Meta Platforms Inc | 5,309 | 3,060.0 | -6.17% | 0.090 | 0% | 0.000 | +11.21% | +19.27% | 1,754,271.3 | 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 | -2.84% | 106.98 ($126.74) 149.43 | $141.72 | 11.82% | Reduce -2.88% | 31,302,725 | -928,865 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy | +0.09% | 663000 ($729331) 801950 | $740,395.50 | 1.52% | New holding | 4 | 4 | |
RBLX | Roblox Corp | 2025-03-31 | Add | +0.07% | 53.77 ($62.86) 75.47 | $95.80 | 52.40% | Add 62.03% | 106,461 | 40,758 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out | -0.07% | 222.15 ($333.26) 428.22 | $295.14 | -11.44% | Sold Out | 0 | -7,787 | |
MCD | McDonald's Corp | 2025-03-31 | Sold Out | -0.03% | 279.74 ($299.1) 321.29 | $307.36 | 2.76% | Sold Out | 0 | -5,025 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add | +0.02% | 554.06 ($590.51) 615.85 | $602.00 | 1.95% | Add 19.72% | 6,411 | 1,056 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Reduce | -0.02% | 50.87 ($50.99) 51.09 | $50.83 | -0.31% | Reduce -51.43% | 13,815 | -14,629 | |
BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | 2025-03-31 | Reduce | -0.02% | 99.16 ($99.33) 99.52 | $99.17 | -0.16% | Reduce -35.3% | 15,683 | -8,556 | |
ALL | Allstate Corp | 2025-03-31 | New Buy | +0.01% | 180.99 ($194.74) 210.18 | $208.06 | 6.84% | New holding | 1,002 | 1,002 | |
DE | Deere & Co | 2025-03-31 | New Buy | +0.01% | 408.57 ($467.8) 509.27 | $519.99 | 11.16% | New holding | 1,029 | 1,029 |
Donor Advised Charitable Giving, Inc. Total Holding History ($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
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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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