Donor Advised Charitable Giving as of March 31, 2026
Portfolio Holdings for Donor Advised Charitable Giving
Donor Advised Charitable Giving holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 98.7 | $3.9B | 22M | 174.40 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $8.0M | 56k | 142.43 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $6.0M | 43k | 138.32 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $5.3M | 24k | 216.58 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $3.7M | 117k | 31.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.1M | 4.8k | 653.17 | |
| Meta Platforms Cl A (META) | 0.1 | $2.9M | 5.0k | 572.13 | |
| Palo Alto Networks (PANW) | 0.1 | $2.4M | 15k | 160.32 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $2.3M | 40k | 56.56 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.2M | 25k | 86.64 | |
| Workday Cl A (WDAY) | 0.0 | $1.6M | 12k | 129.92 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.5M | 8.5k | 174.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.4M | 21k | 67.53 | |
| Doordash Cl A (DASH) | 0.0 | $1.3M | 8.8k | 150.15 | |
| Amazon (AMZN) | 0.0 | $1.3M | 6.3k | 208.27 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | 4.0k | 287.18 | |
| Marqeta Class A Com (MQ) | 0.0 | $1.1M | 265k | 4.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $866k | 7.0k | 124.30 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $725k | 7.5k | 97.13 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $722k | 9.2k | 78.41 | |
| Okta Cl A (OKTA) | 0.0 | $691k | 8.8k | 78.71 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $412k | 1.6k | 261.92 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $398k | 28k | 14.25 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $388k | 7.6k | 50.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $353k | 737.00 | 479.20 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $320k | 3.0k | 106.68 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $280k | 1.5k | 191.76 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $277k | 5.7k | 48.46 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $257k | 3.8k | 68.47 | |
| Dropbox Cl A (DBX) | 0.0 | $228k | 10k | 22.72 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $219k | 1.1k | 191.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $209k | 652.00 | 320.85 |
