DA

Donor Advised Charitable Giving, Inc.

13F
Donor Advised Charitable Giving, Inc.
Last update 2024-10-16 35 Stocks (4 new)
Value $4.08 Bil Turnover 0 %
Countries:
Top Holdings: NVDA(98.47%)ITOT(0.18%)AJG(0.13%)VT(0.13%)RBLX(0.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
Donor Advised Charitable Givin... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
33,051,520
4013776.590
-2.63%
98.470
-2.59%
0.130
+38.98%
+181.95%
3415925.150
Semiconductors
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
58,711
7375.320
+0.37%
0.180
0%
0.010
+11.40%
+20.06%
62164.982
 
AJG 		Arthur J. Gallagher & Co
19,480
5481.090
-26.55%
0.130
-0.04%
0.010
+1.41%
+26.12%
61881.577
Insurance
VT 		Vanguard Total World Stock ETF
43,400
5194.980
New Holding
0.130
+0.13%
0.010
+10.23%
+15.41%
38891.751
 
RBLX 		Roblox Corp
102,476
4535.590
+55.97%
0.110
+0.04%
0.020
+40.84%
+12.53%
33788.985
Interactive Media
SCHK 		Schwab 1000 Index ETF
60,144
3325.360
0%
0.080
0%
0.040
+11.60%
+20.71%
3851.701
 
META 		Meta Platforms Inc
5,658
3238.870
-41.42%
0.080
-0.05%
0.000
+20.36%
+62.11%
1441937.360
Interactive Media
WMT 		Walmart Inc
40,000
3230.000
0%
0.080
0%
0.000
+24.19%
+60.83%
670993.014
Retail - Defensive
WDAY 		Workday Inc
12,988
3174.400
0%
0.080
0%
0.000
+16.05%
-12.67%
63879.576
Software
PANW 		Palo Alto Networks Inc
7,616
2603.150
-54.18%
0.060
-0.07%
0.000
+24.76%
+24.47%
120258.109
Software

Donor Advised Charitable Giving, Inc.'s Historical Top Holdings Breakdowns

Donor Advised Charitable Giving, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Reduce
-2.59%
●
98.91 ($118.12) 134.91
$139.25
17.89%
Reduce -2.63%
33,051,520
-893,520
VT 		Vanguard Total World Stock ETF2024-09-30New Buy
+0.13%
●
107.72 ($115) 119.96
$118.64
3.16%
New holding
43,400
43,400
VUG 		Vanguard Growth ETF2024-09-30Sold Out
-0.09%
●
341.08 ($371.89) 391.94
$389.50
4.74%
Sold Out
0
-9,996
PANW 		Palo Alto Networks Inc2024-09-30Reduce
-0.07%
●
294.18 ($336.63) 368.01
$367.48
9.16%
Reduce -54.18%
7,616
-9,007
VIOO 		Vanguard S&P Small-Cap 600 ETF2024-09-30Sold Out
-0.06%
●
97.19 ($104.13) 109.09
$107.89
3.61%
Sold Out
0
-24,821
META 		Meta Platforms Inc2024-09-30Reduce
-0.05%
●
453.41 ($514.55) 572.44
$571.18
11.01%
Reduce -41.42%
5,658
-4,000
AJG 		Arthur J. Gallagher & Co2024-09-30Reduce
-0.04%
●
259.22 ($282.02) 299.55
$281.99
-0.01%
Reduce -26.55%
19,480
-7,040
RBLX 		Roblox Corp2024-09-30Add
+0.04%
●
36.18 ($41.71) 47.64
$51.49
23.45%
Add 55.97%
102,476
36,773
VO 		Vanguard Mid-Cap ETF2024-09-30New Buy
+0.03%
●
237.84 ($251.14) 263.83
$265.85
5.86%
New holding
3,987
3,987
FLS 		Flowserve Corp2024-09-30Sold Out
-0.02%
●
44.46 ($48.17) 52.53
$55.19
14.57%
Sold Out
0
-17,065

Donor Advised Charitable Giving, Inc. Total Holding History ($B)

To

Donor Advised Charitable Giving, Inc.'s Asset Allocation

To

Donor Advised Charitable Giving, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Donor Advised Charitable Giving, Inc.'s Hypothetical Growth since 2024-09-30

Donor Advised Charitable Giving, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Donor Advised Charitable Giving, Inc.'s Holdings Heat Map

Size field:

Donor Advised Charitable Giving, Inc.'s Holdings Bubble Chart

Donor Advised Charitable Giving, Inc. News

  • 1

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