Adventist Health System/ West

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

  • Top 5 stock holdings are VOO, IVV, VONV, IEMG, VEA, and represent 85.20% of Adventist Health System/ West's stock portfolio.
  • Added to shares of these 1 stock: VOO (+$264M).
  • Started 1 new stock position in VOO.
  • Reduced shares in these 1 stock: IVV (-$264M).
  • Adventist Health System/ West was a net seller of stock by $-1.6k.
  • Adventist Health System/ West has $647M in assets under management (AUM), dropping by -0.57%.
  • Central Index Key (CIK): 0001802516

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Portfolio Holdings for Adventist Health System/ West

Adventist Health System/ West holds 8 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 40.9 $264M NEW 491k 538.81
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Ishares Tr Core S&p500 Etf (IVV) 18.6 $120M -68% 205k 588.68
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 8.7 $56M 693k 81.25
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Ishares Core Msci Emkt (IEMG) 8.6 $56M 1.1M 52.22
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $54M 1.1M 47.82
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Vanguard Malvern Fds Strm Infproidx (VTIP) 7.2 $47M 967k 48.42
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 5.1 $33M 131k 253.75
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.4 $16M 56k 280.06
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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