Donor Advised Charitable Giving as of June 30, 2026
Portfolio Holdings for Donor Advised Charitable Giving
Donor Advised Charitable Giving holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 98.7 | $4.4B | 22M | 200.09 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $9.2M | 56k | 164.27 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $6.8M | 43k | 156.95 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $5.2M | 23k | 229.57 | |
| Palo Alto Networks (PANW) | 0.1 | $5.2M | 15k | 341.02 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $4.2M | 116k | 36.06 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.6M | 4.8k | 748.92 | |
| Meta Platforms Cl A (META) | 0.1 | $2.8M | 5.0k | 563.29 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.4M | 25k | 95.44 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $2.2M | 40k | 54.38 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.6M | 21k | 77.11 | |
| Doordash Cl A (DASH) | 0.0 | $1.6M | 8.8k | 184.53 | |
| Workday Cl A (WDAY) | 0.0 | $1.5M | 12k | 122.42 | |
| Amazon (AMZN) | 0.0 | $1.5M | 6.3k | 238.34 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.3M | 16k | 80.57 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.2M | 8.5k | 146.19 | |
| Okta Cl A (OKTA) | 0.0 | $1.2M | 8.8k | 136.45 | |
| Marqeta Class A Com (MQ) | 0.0 | $1.1M | 265k | 4.06 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | 6.8k | 148.31 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $741k | 7.1k | 103.88 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $739k | 9.0k | 82.27 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $476k | 1.6k | 303.12 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $463k | 1.3k | 370.02 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $440k | 28k | 15.75 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $392k | 7.7k | 51.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $369k | 737.00 | 500.39 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $368k | 3.5k | 106.09 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $325k | 6.7k | 48.25 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $321k | 1.5k | 219.46 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $300k | 3.9k | 76.11 | |
| Dropbox Cl A (DBX) | 0.0 | $276k | 10k | 27.47 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $244k | 1.1k | 212.71 |
