Daffy Charitable Fund, a charity organization based in Los Altos, California, filed a Form 13F-HR with the Securities and Exchange Commission on March 31, 2025, disclosing its equity portfolio as of the end of the first quarter of 2025.
The filing lists Oggie Lilly as the treasurer of the fund. The report indicates that the fund held a total of 33 securities in its portfolio as of the filing date.
The largest holding disclosed in the filing is Vanguard Index Funds Total Stock Market ETF, which the fund holds 288,179 shares. The second-largest holding is Vanguard Star Funds VG TL Intl Stk F, with 707,961 shares. The third-largest holding is Vanguard Bond Index Funds Total Bnd Mkt, with 277,731 shares.
The portfolio also includes significant positions in Bitcoin-related assets. The fund holds 133,103 shares of the iShares Bitcoin Trust ETF SHS BEN INT and 38,157 shares of Fidelity Wise Origin Bitcoin Shs. The fund also holds 746,90 shares of the SPDR Ser Tr S&P 500 ESG ETF.
The filing details the ownership of 25 other securities, including positions in Robinhood Markets Inc., Coinbase Global Inc., MercadoLibre Inc., and Intuit Inc.
