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Donor Advised Charitable Giving, Inc.

Portfolio Manager
Donor Advised Charitable Giving, Inc.
Performance
-6.54% (2026 Q1)
AUM (13F)
$3.92B
# of Holdings
32
Performance Rank
Allocation (Top 20)
99.89%

Donor Advised Charitable Giving, Inc. Holdings Map

Top 32 Donor Advised Charitable Giving, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
98.69%22.19M$3.87B
-5.78%(-1.36M)
2025-Q1: 31.30M shares2025-Q2: 30.43M shares2025-Q3: 26.17M shares2025-Q4: 23.56M shares2026-Q1: 22.19M shares
$13.14(+1619.15%)
2026-03-31
ITOT
ISHARES TR
0.2%56.0K$8.0M
-5.54%(-3.29K)
2025-Q1: 59.1K shares2025-Q2: 59.3K shares2025-Q3: 59.4K shares2025-Q4: 59.3K shares2026-Q1: 56.0K shares
$100.25(+61.58%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
0.15%43.4K$6.0M
+0.00%(+0)
2025-Q1: 43.4K shares2025-Q2: 43.4K shares2025-Q3: 43.4K shares2025-Q4: 43.4K shares2026-Q1: 43.4K shares
$116.16(+33.78%)
2026-03-31
AJG
GALLAGHER ARTHUR J & CO
0.13%24.3K$5.3M
+0.00%(+0)
2025-Q1: 16.0K shares2025-Q2: 27.9K shares2025-Q3: 27.9K shares2025-Q4: 24.3K shares2026-Q1: 24.3K shares
$258.67(-25.78%)
2026-03-31
SCHK
SCHWAB STRATEGIC TR
0.09%117.2K$3.7M
+0.00%(+0)
2025-Q1: 120.3K shares2025-Q2: 120.3K shares2025-Q3: 120.3K shares2025-Q4: 117.2K shares2026-Q1: 117.2K shares
$20.94(+70.26%)
2026-03-31
IVV
ISHARES TR
0.08%4.8K$3.1M
-0.39%(-19)
2025-Q1: 6.4K shares2025-Q2: 6.7K shares2025-Q3: 4.8K shares2025-Q4: 4.8K shares2026-Q1: 4.8K shares
$451.28(+65.25%)
2026-03-31
META
META PLATFORMS INC
0.07%5.0K$2.9M
+0.00%(+0)
2025-Q1: 5.3K shares2025-Q2: 5.0K shares2025-Q3: 5.0K shares2025-Q4: 5.0K shares2026-Q1: 5.0K shares
$205.26(+200.42%)
2026-03-31
PANW
PALO ALTO NETWORKS INC
0.06%15.2K$2.4M
+0.00%(+0)
2025-Q1: 15.2K shares2025-Q2: 15.2K shares2025-Q3: 15.2K shares2025-Q4: 15.2K shares2026-Q1: 15.2K shares
$13.70(+1562.30%)
2026-03-31
RBLX
ROBLOX CORP
0.06%40.3K$2.3M
+0.00%(+0)
2025-Q1: 106.5K shares2025-Q2: 40.3K shares2025-Q3: 40.3K shares2025-Q4: 40.3K shares2026-Q1: 40.3K shares
$47.71(-12.05%)
2026-03-31
IXUS
ISHARES TR
0.06%25.0K$2.2M
+0.00%(+0)
2025-Q1: 24.1K shares2025-Q2: 24.5K shares2025-Q3: 24.5K shares2025-Q4: 25.0K shares2026-Q1: 25.0K shares
$63.20(+51.27%)
2026-03-31

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