Donor-Advised-Charitable-Giving

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ALL",
  "SCCO",
  "META",
  null,
  "IJH",
  "MDLZ",
  "BX",
  "IJR",
  "EEM",
  "PANW",
  "IVV",
  "AAPL",
  null,
  "NVDA",
  "FNDX",
  null,
  "SBUX",
  "VO",
  "AJG",
  null,
  null,
  "AMZN",
  "VT",
  "VB",
  "V",
  "WMT",
  "WDAY",
  "OKTA",
  "RBLX",
  "IXUS",
  null,
  "BRK-A",
  "BRK-B",
  "DE",
  "EWJ",
  "EFA",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 40
Total Value: 3460743814
Accession Number: 0001085146-25-001970
Form Type: 13F-HR
CIK: donor-advised-charitable-giving
Manager Name: Donor-Advised-Charitable-Giving

Data Enrichment

83% identified

33 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

40 positions • $3.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Okta, Inc.

OKTA|679295105

Shares:8.8K

Value:$923.3K

% of Portfolio:0.0% ($923.3K/$3.5B)

464287804

IJR|464287804

Shares:8.4K

Value:$879.7K

% of Portfolio:0.0% ($879.7K/$3.5B)

464288240

Shares:14.0K

Value:$776.6K

% of Portfolio:0.0% ($776.6K/$3.5B)

464287465

EFA|464287465

Shares:9.1K

Value:$747.0K

% of Portfolio:0.0% ($747.0K/$3.5B)

922908769

VTI|922908769

Shares:2.7K

Value:$743.0K

% of Portfolio:0.0% ($743.0K/$3.5B)

464288612

Shares:6.9K

Value:$730.8K

% of Portfolio:0.0% ($730.8K/$3.5B)

46432F859

Shares:15.1K

Value:$729.3K

% of Portfolio:0.0% ($729.3K/$3.5B)

46429B655

Shares:13.8K

Value:$705.3K

% of Portfolio:0.0% ($705.3K/$3.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$700.9K

% of Portfolio:0.0% ($700.9K/$3.5B)

464288273

Shares:10.2K

Value:$647.7K

% of Portfolio:0.0% ($647.7K/$3.5B)

464287234

EEM|464287234

Shares:12.4K

Value:$543.4K

% of Portfolio:0.0% ($543.4K/$3.5B)

808524771

FNDX|808524771

Shares:22.1K

Value:$521.3K

% of Portfolio:0.0% ($521.3K/$3.5B)

DEERE & CO

DE|244199105

Shares:1.0K

Value:$483.1K

% of Portfolio:0.0% ($483.1K/$3.5B)

922908751

VB|922908751

Shares:1.6K

Value:$348.4K

% of Portfolio:0.0% ($348.4K/$3.5B)

46432F339

QUAL|46432F339

Shares:1.9K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$3.5B)

46434G822

EWJ|46434G822

Shares:4.2K

Value:$287.7K

% of Portfolio:0.0% ($287.7K/$3.5B)

Blackstone Inc.

BX|09260D107

Shares:1.7K

Value:$231.9K

% of Portfolio:0.0% ($231.9K/$3.5B)

VISA INC.

V|92826C839

Shares:625

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$3.5B)

ALLSTATE CORP

ALL|020002101

Shares:1.0K

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$3.5B)

STARBUCKS CORP

SBUX|855244109

Shares:2.1K

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$3.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Okta, Inc.(OKTAcusip679295105)	8.8K	QoQ 0.00% (+0) YoY NEW(+8.8K)	All Managers (Combined)	$923.3K	0.0% ($923.3K/$3.5B)	QoQ +33.52% (+$231.8K) YoY NEW(+$923.3K)
(IJRcusip464287804)	8.4K	QoQ +21.59% (+1.5K) YoY NEW(+8.4K)	All Managers (Combined)	$879.7K	0.0% ($879.7K/$3.5B)	QoQ +10.34% (+$82.5K) YoY NEW(+$879.7K)
(cusip464288240)✕	14.0K	QoQ +71.96% (+5.9K) YoY NEW(+14.0K)	All Managers (Combined)	$776.6K	0.0% ($776.6K/$3.5B)	QoQ +82.81% (+$351.8K) YoY NEW(+$776.6K)
(EFAcusip464287465)	9.1K	QoQ +1.24% (+112) YoY NEW(+9.1K)	All Managers (Combined)	$747.0K	0.0% ($747.0K/$3.5B)	QoQ +9.43% (+$64.4K) YoY NEW(+$747.0K)
(VTIcusip922908769)	2.7K	QoQ +0.03% (-1) YoY NEW(+2.7K)	All Managers (Combined)	$743.0K	0.0% ($743.0K/$3.5B)	QoQ -5.12% (-$40.1K) YoY NEW(+$743.0K)
(cusip464288612)✕	6.9K	QoQ +92.64% (+3.3K) YoY NEW(+6.9K)	All Managers (Combined)	$730.8K	0.0% ($730.8K/$3.5B)	QoQ +95.95% (+$357.9K) YoY NEW(+$730.8K)
(cusip46432F859)✕	15.1K	QoQ +92.75% (+7.3K) YoY NEW(+15.1K)	All Managers (Combined)	$729.3K	0.0% ($729.3K/$3.5B)	QoQ +95.09% (+$355.5K) YoY NEW(+$729.3K)
(cusip46429B655)✕	13.8K	QoQ -51.43% (-14.6K) YoY NEW(+13.8K)	All Managers (Combined)	$705.3K	0.0% ($705.3K/$3.5B)	QoQ -51.26% (-$742.0K) YoY NEW(+$705.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ +7.69% (+94) YoY NEW(+1.3K)	All Managers (Combined)	$700.9K	0.0% ($700.9K/$3.5B)	QoQ +26.53% (+$147.0K) YoY NEW(+$700.9K)
(cusip464288273)✕	10.2K	QoQ -0.19% (-20) YoY NEW(+10.2K)	All Managers (Combined)	$647.7K	0.0% ($647.7K/$3.5B)	QoQ +4.37% (-$27.1K) YoY NEW(+$647.7K)
(EEMcusip464287234)	12.4K	QoQ +4.60% (+547) YoY NEW(+12.4K)	All Managers (Combined)	$543.4K	0.0% ($543.4K/$3.5B)	QoQ +9.30% (+$46.3K) YoY NEW(+$543.4K)
(FNDXcusip808524771)	22.1K	QoQ -9.92% (-2.4K) YoY NEW(+22.1K)	All Managers (Combined)	$521.3K	0.0% ($521.3K/$3.5B)	QoQ -10.19% (-$59.2K) YoY NEW(+$521.3K)
DEERE & CO(DEcusip244199105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$483.1K	0.0% ($483.1K/$3.5B)	QoQ NEW(+$483.1K) YoY NEW(+$483.1K)
(VBcusip922908751)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$348.4K	0.0% ($348.4K/$3.5B)	QoQ -7.71% (-$29.1K) YoY NEW(+$348.4K)
(QUALcusip46432F339)	1.9K	QoQ +17.96% (+285) YoY NEW(+1.9K)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$3.5B)	QoQ +13.19% (+$37.3K) YoY NEW(+$319.7K)
(EWJcusip46434G822)	4.2K	QoQ +6.87% (+270) YoY NEW(+4.2K)	All Managers (Combined)	$287.7K	0.0% ($287.7K/$3.5B)	QoQ +9.20% (+$24.2K) YoY NEW(+$287.7K)
Blackstone Inc.(BXcusip09260D107)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$231.9K	0.0% ($231.9K/$3.5B)	QoQ -18.93% (-$54.1K) YoY NEW(+$231.9K)
VISA INC.(Vcusip92826C839)	625	QoQ NEW(+625) YoY NEW(+625)	All Managers (Combined)	$219.2K	0.0% ($219.2K/$3.5B)	QoQ NEW(+$219.2K) YoY NEW(+$219.2K)
ALLSTATE CORP(ALLcusip020002101)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$207.4K	0.0% ($207.4K/$3.5B)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
STARBUCKS CORP(SBUXcusip855244109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$3.5B)	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)