The Analysis of Donor Advised Charitable Giving, Inc.'s Holdings & P&L


Currently, Donor Advised Charitable Giving, Inc. holds 32 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in VO (+12.0K shares, valued at $963.7K), N/A (+598 shares, valued at $221.3K), ISTB (+1.0K shares, valued at $49.7K); decreased their positions in NVDA (-28.8K shares, valued at $5.8M), AJG (-1.6K shares, valued at $365.0K), SCHK (-1.7K shares, valued at $60.7K).


1M P&L
+733.0M+16.75%
3M P&L
+378.2M+7.99%
HY P&L
+1.0B+24.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors4.4B
98.8%
2N/A30.4M
0.7%
3Software - Infrastructure7.7M
0.2%

Top Industries by Stock Count

1N/A16 stocks
55.2%
2Software - Infrastructure4 stocks
13.8%
3Internet Retail1 stocks
3.4%
Stock Holdings
NVDA
NVIDIA CORPORATION
-0.13%
Shares22.2M
Event2026-06-30
Filed2026-07-24
ITOT
ISHARES TR
0.26%
Shares56.2K
Event2026-06-30
Filed2026-07-24
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares43.4K
Event2026-06-30
Filed2026-07-24
AJG
GALLAGHER ARTHUR J & CO
-6.55%
Shares22.7K
Event2026-06-30
Filed2026-07-24
PANW
PALO ALTO NETWORKS INC
0.00%
Shares15.2K
Event2026-06-30
Filed2026-07-24
SCHK
SCHWAB STRATEGIC TR
-1.44%
Shares115.6K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
-0.75%
Shares4.8K
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-24
IXUS
ISHARES TR
1.27%
Shares25.3K
Event2026-06-30
Filed2026-07-24
RBLX
ROBLOX CORP
0.00%
Shares40.3K
Event2026-06-30
Filed2026-07-24
IJH
ISHARES TR
-1.39%
Shares21.1K
Event2026-06-30
Filed2026-07-24
DASH
DOORDASH INC
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-24
WDAY
WORKDAY INC
0.00%
Shares12.3K
Event2026-06-30
Filed2026-07-24
AMZN
AMAZON COM INC
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-24
VO
VANGUARD INDEX FDS
300.00%
Shares15.9K
Event2026-06-30
Filed2026-07-24
COIN
COINBASE GLOBAL INC
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-24
OKTA
OKTA INC
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-24
MQ
MARQETA INC
0.00%
Shares264.7K
Event2026-06-30
Filed2026-07-24
IJR
ISHARES TR
-2.40%
Shares6.8K
Event2026-06-30
Filed2026-07-24
EFA
ISHARES TR
-4.49%
Shares7.1K
Event2026-06-30
Filed2026-07-24
SCZ
ISHARES TR
-2.44%
Shares9.0K
Event2026-06-30
Filed2026-07-24
VB
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
91.72%
Shares1.3K
Event2026-06-30
Filed2026-07-24
RKT
ROCKET COS INC
0.00%
Shares28.0K
Event2026-06-30
Filed2026-07-24
FLOT
ISHARES TR
1.05%
Shares7.7K
Event2026-06-30
Filed2026-07-24
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares737
Event2026-06-30
Filed2026-07-24
GVI
ISHARES TR
15.61%
Shares3.5K
Event2026-06-30
Filed2026-07-24
ISTB
ISHARES TR
18.04%
Shares6.7K
Event2026-06-30
Filed2026-07-24
QUAL
ISHARES TR
0.14%
Shares1.5K
Event2026-06-30
Filed2026-07-24
ACWX
ISHARES TR
5.17%
Shares3.9K
Event2026-06-30
Filed2026-07-24
DBX
DROPBOX INC
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-24
RSP
INVESCO EXCHANGE TRADED FD T
0.44%
Shares1.1K
Event2026-06-30
Filed2026-07-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Donor Advised Charitable Giving, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo