Donor Advised Charitable Giving, Inc.
CIK 1535839 · Holdings on Mar 31, 2024 · First reported May 9, 2024
Top ten holdings
Q1 2024- NVDA98.31%
- ITOT0.21%
- META0.16%
- PANW0.16%
- AJG0.15%
- VUG0.12%
- WDAY0.11%
- SCHK0.09%
- RBLX0.08%
- BILS0.08%
Share classes counted separately99.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +2.30 pp96.01% → 98.31%Shares -125.33K (-3.45%)
- RBLXWeight decreased · -0.35 pp0.43% → 0.08%Shares -110.73K (-62.76%)
- ITOTWeight decreased · -0.12 pp0.33% → 0.21%Shares +155 (+0.27%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $3.17B | 98.31% | 3.51M shares | 96.01% → 98.31%+2.30 pp -125.33K (-3.45%) | Reduced | ↗▾ |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $6.73M | 0.21% | 58.33K shares | 0.33% → 0.21%-0.12 pp +155 (+0.27%) | Added | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $5.06M | 0.16% | 10.43K shares | 0.20% → 0.16%-0.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | PANWPALO ALTO NETWORKS INC View history and evidence | $5.06M | 0.16% | 17.80K shares | 0.28% → 0.16%-0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | AJGARTHUR J GALLAGHER & CO View history and evidence | $4.69M | 0.15% | 18.74K shares | 0.22% → 0.15%-0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $3.71M | 0.12% | 10.79K shares | 0.18% → 0.12%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $3.54M | 0.11% | 12.99K shares | 0.19% → 0.11%-0.08 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $3.05M | 0.09% | 60.14K shares | 0.15% → 0.09%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $2.51M | 0.08% | 65.70K shares | 0.43% → 0.08%-0.35 pp -110.73K (-62.76%) | Reduced | ↗▾ |
| 10 | BILSSS SPDRB B 3-12M T-BILL ETFBLOOMBERG 3-12 M View history and evidence | $2.47M | 0.08% | 24.85K shares | 0.13% → 0.08%-0.05 pp +214 (+0.87%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AESI ATLAS ENERGY SOLUTIONS INC | Non-derivative | -1,040,757 | -$17.92M | SEC filing ↗ | SEC filing ↗ |
| LII LENNOX INTERNATIONAL INC | Non-derivative | -3,370 | -$1.51M | SEC filing ↗ | SEC filing ↗ |
| BZ KANZHUN LTD - ADR | Non-derivative | -10,944 | -$181.78K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1535839 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": [
{
"action": "MERGE_ADD",
"accession": "0001085146-24-002695",
"cover_total": 3167970812,
"filing_date": "2024-06-10",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 1,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": null,
"cover_table_value": 54442427
}Research all 34 reported holdings.
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