Adventist Health System/ West
13 holdingsFiling period: 2026-03-31Current AUM: $638.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 405.1K | $264.6M | $304.0M | 47.60% | -43,560 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $72.5M | $79.9M | 12.51% | -- | 2026-03-31 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 692.8K | $64.9M | $76.5M | 11.98% | -- | 2026-03-31 |
| 4 | IXUS | ISHARES TR | 552.9K | $47.9M | $52.3M | 8.19% | +212.2K | 2026-03-31 |
| 5 | ITOT | ISHARES TR | 321.2K | $45.7M | $52.5M | 8.23% | -- | 2026-03-31 |
| 6 | VTIP | VANGUARD MALVERN FDS | 573.0K | $28.6M | $28.5M | 4.46% | -193,036 | 2026-03-31 |
| 7 | VOT | VANGUARD INDEX FDS | 96.8K | $24.9M | $28.6M | 4.48% | -- | 2026-03-31 |
| 8 | VBK | VANGUARD INDEX FDS | 38.1K | $11.5M | $13.0M | 2.03% | -- | 2026-03-31 |
| 9 | VTI | VANGUARD INDEX FDS | 4.0K | $1.3M | $1.5M | 0.23% | -- | 2026-03-31 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 10.3K | $852K | $837K | 0.13% | -- | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 5.6K | $390K | $434K | 0.07% | -- | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 4.2K | $383K | $416K | 0.07% | -- | 2026-03-31 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 3.2K | $256K | $254K | 0.04% | -- | 2026-03-31 |
← Scroll →