Adventist Health System/ West
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Adventist Health System/ West reported 5 stock positions worth $556.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 61.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 10.1%) and iShares Core MSCI Emerging (IEMG, 9.9%). Its holdings were unchanged from Q4 2023.
- Most Recent 13F
- Q2 2026
- Location
- Roseville, CA
- CIK
- 0001802516
- Portfolio Value
- $556.2M (Q1 2024)
- SEC Filing
- 0001172661-24-002126 ↗ filed May 10, 2024
Holdings Value
Holdings 5 stocks · $556.2M
| IVV iShares Core S&P 500 ETF | 61.83% | 654,100 | $343.9M | No change |
| IEFA iShares Core MSCI Eafe ETF | 10.15% | 760,220 | $56.4M | No change |
| IEMG iShares Core MSCI Emerging | 9.90% | 1,067,519 | $55.1M | No change |
| VONV Vanguard Russell 1000 Value | 9.80% | 692,800 | $54.5M | No change |
| VTIP Vanguard Short-Term Tips | 8.32% | 966,530 | $46.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $638.1M | IVV, VEA, VONV, IXUS, ITOT |
| Q1 2026 | 13 | $563.9M | IVV, VEA, VONV, IXUS, ITOT |
| Q4 2025 | 8 | $595.0M | IVV, VEA, VONV, ITOT, VTIP |
| Q3 2025 | 8 | $613.9M | VOO, VEA, ITOT, VONV, VTIP |
| Q2 2025 | 8 | $673.3M | VOO, IVV, VEA, VONV, EMXC |
| Q1 2025 | 8 | $633.7M | VOO, IVV, IEMG, VEA, VONV |
| Q4 2024 | 8 | $646.5M | VOO, IVV, VONV, IEMG, VEA |
| Q3 2024 | 7 | $650.2M | IVV, IEMG, VEA, VONV, VTIP |
| Q2 2024 | 7 | $615.9M | IVV, IEMG, VEA, VONV, VTIP |
| Q1 2024 | 5 | $556.2M | IVV, IEFA, IEMG, VONV, VTIP |