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Adventist Health System/ West

Q1 2026 13F Holdings

  • Location
    roseville, CA
  • Num holdings

    13

  • Value ($000)

    $563,915

  • Date Filed
    05/12/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$264.62M
47 %

405,108

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$72.5M
13 %

1,131,440

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$64.94M
12 %

692,800

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$47.9M
9 %

552,898

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$45.74M
8 %

321,151

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$28.62M
5 %

572,974

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$24.9M
4 %

96,768

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$11.53M
2 %

38,149

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$1.27M
0 %

3,950

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$852.99K
0 %

10,308

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