Adventist Health System/ West

Q1 2025 13F Holdings

  • Location
    roseville, CA
  • Num holdings

    8

  • Value ($000)

    $633,661

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001802516
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$252.07M
40 %

490,500

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$114.94M
18 %

204,550

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$57.61M
9 %

1,067,519

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$57.51M
9 %

1,131,440

VONV
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
$57.18M
9 %

692,800

VTIP
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$48.23M
8 %

966,530

VOT
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
$32.08M
5 %

131,150

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$14.03M
2 %

55,720

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