Portfolio (Quarterly)
Guide ↗
Donor Advised Charitable Giving, Inc.
· CIK 0001535839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EEM | ISHARES TR | — | 15,061 | $824K | 0.02% | SOLD |
| 2 | FNDX | SCHWAB STRATEGIC TR | — | 22,370 | $609K | 0.01% | SOLD |
| 3 | AAPL | APPLE INC | Technology | 1,626 | $442K | 0.01% | SOLD |
| 4 | EWJ | ISHARES INC | — | 4,196 | $339K | 0.01% | SOLD |
| 5 | — | ISHARES TR | — | 7,090 | $322K | 0.01% | SOLD |
| 6 | AVUV | AMERICAN CENTY ETF TR | — | 2,614 | $267K | 0.01% | SOLD |
| 7 | AVLV | AMERICAN CENTY ETF TR | — | 3,350 | $254K | 0.01% | SOLD |
| 8 | AVIV | AMERICAN CENTY ETF TR | — | 3,507 | $250K | 0.01% | SOLD |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,940 | $245K | 0.01% | SOLD |
| 10 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 4,994 | $210K | 0.01% | SOLD |
| 11 | BX | BLACKSTONE INC | Financial Services | 1,313 | $202K | 0.01% | SOLD |
Sector Allocation
Technology
99.7%
Financial Services
0.2%
Communication Services
0.1%
Consumer Cyclical
0.0%