account_balance

Investment manager · 13F filer · SEC CIK 2163887

Daffy Charitable Fund

Reported value$1.02Bas of Sep 30, 2026
Positions102 21 new, 2 sold out
Top 10 weight82.9%VTI alone is 35%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 35.0% Trimmed −33%
VXUS Vanguard Star FDS 15.4% Trimmed −34%
VBIL Vanguard Instl Index Fd 9.8% Trimmed −36%
BND Vanguard Bd Index FDS 8.3% Trimmed −39%
BNDX Vanguard Charlotte FDS 5.1% Trimmed −38%
VOO Vanguard Index FDS 2.5% Held
ESGU iShares Tr 2.2% Trimmed −44%
QQQ Invesco QQQ Tr 1.9% Held
FBTC Fidelity Wise Origin Bitcoin Fund 1.6% Held
SMH Vaneck ETF Trust 1.1% Trimmed −17%
BITB Bitwise Bitcoin ETF 1.1% Held
ESGD iShares Tr 0.9% Trimmed −45%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Nov 10, 2026 filing
add_circleNew
  • SPCX $1.15M
  • AGG $657K
  • COIN $635K
  • AVDE $553K
arrow_upwardAdded
  • ITOT +348%
  • IVV +37%
  • VUSB +29%
  • SCHP +28%
arrow_downwardTrimmed
  • FIG −55%
  • GBIL −51%
  • SCHO −48%
  • ESGE −46%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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