Adventist Health System/ West

Latest statistics and disclosures from Adventist Health System/ West's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IEMG, VEA, VONV, VTIP, and represent 92.80% of Adventist Health System/ West's stock portfolio.
  • Adventist Health System/ West has $650M in assets under management (AUM), dropping by 5.58%.
  • Central Index Key (CIK): 0001802516

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Portfolio Holdings for Adventist Health System/ West

Adventist Health System/ West holds 7 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 58.0 $377M 654k 576.82
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Ishares Core Msci Emkt (IEMG) 9.4 $61M 1.1M 57.41
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.2 $60M 1.1M 52.81
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 8.9 $58M 693k 83.33
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Vanguard Malvern Fds Strm Infproidx (VTIP) 7.3 $48M 967k 49.31
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.9 $32M 131k 243.47
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $15M 56k 267.37
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Past Filings by Adventist Health System/ West

SEC 13F filings are viewable for Adventist Health System/ West going back to 2019

View all past filings