Adventist Health System/ West

Q3 2025 13F Holdings

  • Location
    roseville, CA
  • Num holdings

    8

  • Value ($000)

    $613,885

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$300.37M
49 %

490,500

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$67.80M
11 %

1,131,440

I
ITOT

ISHARES TR

CORE S&P TTL STK
$67.05M
11 %

460,365

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
$61.92M
10 %

692,800

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$38.78M
6 %

766,010

I
IXUS

ISHARES TR

CORE MSCI TOTAL
$38.18M
6 %

462,368

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
$28.43M
5 %

96,768

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$11.35M
2 %

38,149

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