$599 Million is the total value of Donor Advised Charitable Giving, Inc.'s 44 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | NU HLDGS LTD | $0 | – | -22,162 | -100.0% | -0.02% | – | |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -3,450 | -100.0% | -0.04% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,500 | -100.0% | -0.05% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -7,294 | -100.0% | -0.05% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -6,039 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 27 | Q2 2024 | 98.5% |
| WORKDAY INC | 27 | Q2 2024 | 6.0% |
| META PLATFORMS INC | 27 | Q2 2024 | 1.7% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 0.7% |
| ISHARES TR | 27 | Q2 2024 | 0.6% |
| PALO ALTO NETWORKS INC | 26 | Q2 2024 | 1.4% |
| ISHARES TR | 26 | Q2 2024 | 1.6% |
| ISHARES TR | 25 | Q2 2024 | 1.4% |
| ISHARES TR | 25 | Q2 2024 | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 0.5% |
View Donor Advised Charitable Giving, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-12 |
| 13F-HR/A | 2024-06-10 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-14 |
View Donor Advised Charitable Giving, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.