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 $3.9B. In the most recent quarter, they have increased their positions in GVI (+925 shares, valued at $98.7K), IJH (+1.0K shares, valued at $68.0K), ISTB (+1.0K shares, valued at $49.4K); decreased their positions in NVDA (-1.4M shares, valued at $237.5M), VTI (-3.7K shares, valued at $1.2M), ITOT (-3.3K shares, valued at $468.0K).


1M P&L
+350.0M+7.80%
3M P&L
+565.1M+13.23%
HY P&L
+724.1M+17.61%

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

1Semiconductors3.9B
98.7%
2N/A30.0M
0.8%
3Insurance Brokers5.3M
0.1%

Top Industries by Stock Count

1N/A17 stocks
56.7%
2Software - Infrastructure4 stocks
13.3%
3Internet Content & Information2 stocks
6.7%
Stock Holdings
NVDA
NVIDIA CORPORATION
-5.78%
Shares22.2M
Event2026-03-31
Filed2026-04-21
ITOT
ISHARES TR
-5.54%
Shares56.0K
Event2026-03-31
Filed2026-04-21
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares43.4K
Event2026-03-31
Filed2026-04-21
AJG
GALLAGHER ARTHUR J & CO
0.00%
Shares24.3K
Event2026-03-31
Filed2026-04-21
SCHK
SCHWAB STRATEGIC TR
0.00%
Shares117.2K
Event2026-03-31
Filed2026-04-21
IVV
ISHARES TR
-0.39%
Shares4.8K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-21
PANW
PALO ALTO NETWORKS INC
0.00%
Shares15.2K
Event2026-03-31
Filed2026-04-21
RBLX
ROBLOX CORP
0.00%
Shares40.3K
Event2026-03-31
Filed2026-04-21
IXUS
ISHARES TR
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-21
WDAY
WORKDAY INC
0.00%
Shares12.3K
Event2026-03-31
Filed2026-04-21
COIN
COINBASE GLOBAL INC
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-21
IJH
ISHARES TR
4.94%
Shares21.4K
Event2026-03-31
Filed2026-04-21
DASH
DOORDASH INC
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-21
VO
VANGUARD INDEX FDS
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-21
MQ
MARQETA INC
0.00%
Shares264.7K
Event2026-03-31
Filed2026-04-21
IJR
ISHARES TR
3.37%
Shares7.0K
Event2026-03-31
Filed2026-04-21
EFA
ISHARES TR
-13.62%
Shares7.5K
Event2026-03-31
Filed2026-04-21
SCZ
ISHARES TR
-5.65%
Shares9.2K
Event2026-03-31
Filed2026-04-21
OKTA
OKTA INC
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-21
RKT
ROCKET COS INC
0.00%
Shares28.0K
Event2026-03-31
Filed2026-04-21
FLOT
ISHARES TR
-47.14%
Shares7.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares737
Event2026-03-31
Filed2026-04-21
GVI
ISHARES TR
44.62%
Shares3.0K
Event2026-03-31
Filed2026-04-21
QUAL
ISHARES TR
0.27%
Shares1.5K
Event2026-03-31
Filed2026-04-21
ISTB
ISHARES TR
21.76%
Shares5.7K
Event2026-03-31
Filed2026-04-21
ACWX
ISHARES TR
-6.92%
Shares3.8K
Event2026-03-31
Filed2026-04-21
DBX
DROPBOX INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.44%
Shares1.1K
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
-84.92%
Shares652
Event2026-03-31
Filed2026-04-21

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