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CIK: 0001535839
Total reported value
$4.5B
$4.5B
36 檔
93.9%
During the Q2 2024 filing period, Donor Advised Charitable Giving, Inc. (CIK: 0001535839) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.5B across 36 reported positions.
During Q2 2024, Donor Advised Charitable Giving, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.48% | -0.01% | +868.17% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | +0.01% | — | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.16% | -0.01% | — | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.13% | +0.06% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.01% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | — | — | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 8 | WDAY | Workday Inc-class A | Stock-Tech | 0.07% | -0.01% | — | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | — | — | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.06% | — | — | |
| 11 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.06% | -0.01% | — | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.06% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.04% | — | — | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.04% | -0.01% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.03% | — | — | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.03% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | — | — | |
| 21 | SCCO | Southern Copper CORP | Stock-Materials | 0.03% | — | — | |
| 22 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 23 | FLS | Flowserve CORP | Stock-Industrials | 0.02% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.01% | — | — | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.01% | — | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | — | — | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | — | |
| 29 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.01% | — | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.01% | — | — | |
| 33 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.01% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | — | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.01% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | — | — | — |
According to official SEC Form 13F filings, Donor Advised Charitable Giving, Inc. reported a total U.S. public equity portfolio value of $4.5B across 36 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, ITOT, AJG) accounted for 93.9% of total reported equity market value during Q2 2024.
During Q2 2024, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.5%)、ITOT (0.2%)、AJG (0.2%). The largest single position, NVDA, represented 98.5% of total portfolio value.
In Q2 2024, Donor Advised Charitable Giving, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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