ETF Holders

Donor Advised Charitable Giving, Inc. ETF holdings

Lone Tree, CO

Reported $34.5M in 18 ETFs in its Form 13F for June 30, 2026.

ETF value
$34.5M
ETFs held
18
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
0.8%
of $4.5B

Top 10 of 18 ETF holdings

TickerFundValueSharesChange
ITOTiShares Core S&P Total U.S. Stock Market ETF$9.2M56,156+144 shares
VTVanguard Total World Stock ETF$6.8M43,400No change
SCHKSchwab 1000 ETF$4.2M115,563−1,684 shares
IVViShares Core S&P 500 ETF$3.6M4,758−36 shares
IXUSiShares Core MSCI Total International Stock ETF$2.4M25,275+318 shares
IJHiShares Core S&P Mid-Cap ETF$1.6M21,109−298 shares
VOVanguard Morningstar Mid-Cap ETF$1.3M15,948+11,961 shares
IJRiShares Core S&P Small-Cap ETF$1.0M6,801−167 shares
EFAiShares MSCI EAFE ETF$741K7,132−335 shares
SCZiShares MSCI EAFE Small-Cap ETF$739K8,988−225 shares
8 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001535839. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Donor Advised Charitable Giving, Inc. own?

Donor Advised Charitable Giving, Inc. reported 18 ETF positions worth $34.5M in its Form 13F for June 30, 2026. The largest was ITOT, at $9.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.