Adventist Health System/ West
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Adventist Health System/ West reported 7 stock positions worth $650.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 58.0% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 9.4%) and Vanguard Ftse Developed ETF (VEA, 9.2%). Its holdings were unchanged from Q2 2024.
- Most Recent 13F
- Q2 2026
- Location
- Roseville, CA
- CIK
- 0001802516
- Portfolio Value
- $650.2M (Q3 2024)
- SEC Filing
- 0001172661-24-004623 ↗ filed Nov 13, 2024
Holdings Value
Holdings 7 stocks · $650.2M
| IVV iShares Core S&P 500 ETF | 57.97% | 653,500 | $377.0M | No change |
| IEMG iShares Core MSCI Emerging | 9.43% | 1,067,519 | $61.3M | No change |
| VEA Vanguard Ftse Developed ETF | 9.19% | 1,131,440 | $59.8M | No change |
| VONV Vanguard Russell 1000 Value | 8.88% | 692,800 | $57.7M | No change |
| VTIP Vanguard Short-Term Tips | 7.33% | 966,530 | $47.7M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.91% | 131,150 | $31.9M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.29% | 55,720 | $14.9M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 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 |