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CIK: 0001535839
Total reported value
$4.5B
$4.5B
35 檔
89.8%
At the close of Q3 2024, Donor Advised Charitable Giving, Inc. disclosed equity holdings valued at approximately $4.5B, spread across 35 reported holdings.
In Q3 2024, Donor Advised Charitable Giving, Inc. adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.47% | -0.01% | -2.63% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | +0.01% | +0.37% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.13% | -0.01% | -26.55% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | — | — | |
| 5 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.11% | -0.01% | +55.97% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.08% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | -41.42% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | — | — | |
| 9 | WDAY | Workday Inc-class A | Stock-Tech | 0.08% | -0.01% | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.06% | -54.18% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.06% | — | +0.89% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | -2.29% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | -0.06% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | — | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.04% | -0.01% | -4.71% | |
| 16 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.04% | — | — | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.03% | — | +1.51% | |
| 18 | SCCO | Southern Copper CORP | Stock-Materials | 0.03% | — | +0.55% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | — | -5.63% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.03% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | -1.41% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.02% | — | -0.81% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | — | — | |
| 25 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | -2.72% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | +0.89% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.01% | — | +36.05% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 30 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.01% | — | -23.19% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | -13.32% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.01% | — | -13.82% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.01% | — | — | |
| 34 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | — | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 2 | RBLX | Roblox CORP -class A | +0.1% | +55.97% | Add |
| 3 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 4 | WMT | Walmart Inc | 0% | — | Unchanged |
| 5 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.37% | Add |
| 6 | TSLA | Tesla Inc | 0% | -0.06% | Trim |
| 7 | WDAY | Workday Inc-class A | 0% | — | Unchanged |
| 8 | EWJ | Ishares Msci Japan ETF | 0% | NEW | New buy |
| 9 | QUAL | Ishares Msci USA Quality Fac | 0% | NEW | New buy |
| 10 | AAPL | Apple Inc | 0% | — | Unchanged |
| 11 | SCHK | Schwab 1000 Index ETF | 0% | — | Unchanged |
| 12 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 13 | SCZ | Ishares Msci Eafe Small-cap | 0% | -0.81% | Trim |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | -2.72% | Trim |
| 15 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 16 | FLOT | Ishares Floating Rate Bond E | 0% | +1.51% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 18 | OKTA | Okta Inc | — | — | Unchanged |
| 19 | EEM | Ishares Msci Emerging Market | — | +36.05% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
| 21 | SCCO | Southern Copper CORP | — | +0.55% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | — | -2.29% | Trim |
| 23 | TTD | Trade Desk Inc/the -class A | — | -23.19% | Trim |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | +0.89% | Add |
| 25 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 26 | IXUS | Ishares Core Intl Stock ETF | — | -4.71% | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | — | -1.41% | Trim |
| 28 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | — | +0.89% | Add |
| 30 | BX | Blackstone Inc | — | -13.82% | Trim |
| 31 | IJH | Ishares Core S&p Midcap ETF | — | -5.63% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | — | -13.32% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | -2.63% | Trim |
| 34 | EBAY | Ebay Inc | 0% | EXIT | Sold out |
| 35 | FLS | Flowserve CORP | 0% | EXIT | Sold out |
| 36 | META | Meta Platforms Inc-class A | 0% | -41.42% | Trim |
| 37 | AJG | Arthur J Gallagher & Co | 0% | -26.55% | Trim |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | -0.1% | EXIT | Sold out |
| 39 | PANW | Palo Alto Networks Inc | -0.1% | -54.18% | Trim |
| 40 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
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 35 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, ITOT, AJG) accounted for 89.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
VT
市值: $5.2M
Top Position Liquidated / Trimmed
VUG
前期市值: $3.7M
During Q3 2024, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.5%)、ITOT (0.2%)、AJG (0.1%). The largest single position, NVDA, represented 98.5% of total portfolio value.
In Q3 2024, Donor Advised Charitable Giving, Inc. made 30 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 14 holdings, and fully liquidating 5 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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