Donor Advised Charitable Giving as of March 31, 2025
Portfolio Holdings for Donor Advised Charitable Giving
Donor Advised Charitable Giving holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 98.0 | $3.4B | 31M | 108.38 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $7.2M | 59k | 122.01 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $6.2M | 107k | 58.29 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $5.5M | 16k | 345.24 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $5.0M | 43k | 115.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.6M | 6.4k | 561.90 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.5M | 40k | 87.79 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $3.2M | 120k | 26.92 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.2M | 4.00 | 798441.50 | |
| Meta Platforms Cl A (META) | 0.1 | $3.1M | 5.3k | 576.39 | |
| Workday Cl A (WDAY) | 0.1 | $2.9M | 12k | 233.53 | |
| Palo Alto Networks (PANW) | 0.1 | $2.6M | 15k | 170.64 | |
| Apple (AAPL) | 0.0 | $1.7M | 7.7k | 222.13 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $1.7M | 24k | 69.81 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.6M | 28k | 58.35 | |
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $1.6M | 16k | 99.49 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | 21k | 67.85 | |
| Amazon (AMZN) | 0.0 | $1.1M | 6.0k | 190.26 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.0M | 4.0k | 258.62 | |
| Southern Copper Corporation (SCCO) | 0.0 | $962k | 10k | 93.46 | |
| Okta Cl A (OKTA) | 0.0 | $923k | 8.8k | 105.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $880k | 8.4k | 104.57 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $777k | 14k | 55.45 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $747k | 9.1k | 81.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $743k | 2.7k | 274.87 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $731k | 6.9k | 106.02 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $729k | 15k | 48.35 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $705k | 14k | 51.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $701k | 1.3k | 532.58 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $648k | 10k | 63.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $543k | 12k | 43.70 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $521k | 22k | 23.61 | |
| Deere & Company (DE) | 0.0 | $483k | 1.0k | 469.51 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $348k | 1.6k | 221.75 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $320k | 1.9k | 170.87 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $288k | 4.2k | 68.56 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $232k | 1.7k | 139.78 | |
| Visa Com Cl A (V) | 0.0 | $219k | 625.00 | 350.74 | |
| Allstate Corporation (ALL) | 0.0 | $207k | 1.0k | 207.02 | |
| Starbucks Corporation (SBUX) | 0.0 | $204k | 2.1k | 98.08 |
