Donor Advised Charitable Giving, Inc.

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: 0001535839
Manager Name: Donor Advised Charitable Giving, Inc.

Data Enrichment

83% identified

33 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

40 positions • $3,460,743.814K total value

40 positions

Manager:

SEC FilingSEC DataHachi Filing

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Okta, Inc.

OKTA|679295105

8775(+0.0%)

Value:

$923.3M(+33.5%)

464287804

IJR|464287804

8413(+21.6%)

Value:

$879.7M(+10.3%)

464288240

14005(+72.0%)

Value:

$776.6M(+82.8%)

464287465

EFA|464287465

9140(+1.2%)

Value:

$747.0M(+9.4%)

922908769

VTI|922908769

2703(+0.0%)

Value:

$743.0M(-5.1%)

464288612

6893(+92.6%)

Value:

$730.8M(+96.0%)

46432F859

15083(+92.8%)

Value:

$729.3M(+95.1%)

46429B655

13815(-51.4%)

Value:

$705.3M(-51.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

1316(+7.7%)

Value:

$700.9M(+26.5%)

464288273

10195(-0.2%)

Value:

$647.7M(+4.4%)

464287234

EEM|464287234

12434(+4.6%)

Value:

$543.4M(+9.3%)

808524771

FNDX|808524771

22082(-9.9%)

Value:

$521.3M(-10.2%)

DEERE & CO

DE|244199105

1029

Value:

$483.1M

922908751

VB|922908751

1571(+0.0%)

Value:

$348.4M(-7.7%)

46432F339

QUAL|46432F339

1871(+18.0%)

Value:

$319.7M(+13.2%)

46434G822

EWJ|46434G822

4196(+6.9%)

Value:

$287.7M(+9.2%)

Blackstone Inc.

BX|09260D107

1659(+0.0%)

Value:

$231.9M(-18.9%)

VISA INC.

V|92826C839

625

Value:

$219.2M

ALLSTATE CORP

ALL|020002101

1002

Value:

$207.4M

STARBUCKS CORP

SBUX|855244109

2075

Value:

$203.5M

Instrument	Shares		Other Manager	Value
Okta, Inc.(OKTAcusip679295105)	8.8K	QoQ 0.00% (+0) YoY NEW(+8.8K)	All Managers (Combined)	$923.3K	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	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	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$483.1K) YoY NEW(+$483.1K)
(VBcusip922908751)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$348.4K	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	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	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	QoQ -18.93% (-$54.1K) YoY NEW(+$231.9K)
Visa Inc.(Vcusip92826C839)	625	QoQ NEW(+625) YoY NEW(+625)	All Managers (Combined)	$219.2K	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	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	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)