AH
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Adventist Health System/ West13F | |
| Adventist Health System/ West | |
| Last update 2025-05-09 | 8 Stocks (0 new) |
| Value $634.00 Mil | Turnover 0 % |
Adventist Health System/ West Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 490,500 | 252,072.9 | 0% | 39.780 | 0% | 0.040 | +23.23% | +8.41% | 664,692.1 | ||
IVV | iShares Core S&P 500 ETF | 204,550 | 114,936.6 | 0% | 18.140 | 0% | 0.020 | +23.24% | +8.44% | 638,261.6 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 1,067,519 | 57,614.0 | 0% | 9.090 | 0% | 0.070 | +19.93% | +19.31% | 99,970.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,131,440 | 57,511.1 | 0% | 9.080 | 0% | 0.040 | +14.06% | +21.04% | 159,053.9 | ||
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 692,800 | 57,183.7 | 0% | 9.020 | 0% | 0.500 | +14.44% | +7.41% | 12,078.7 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 966,530 | 48,229.8 | 0% | 7.610 | 0% | 0.360 | +1.53% | +4.61% | 15,047.9 | ||
VOT | Vanguard Mid-Cap Growth ETF | 131,150 | 32,084.5 | 0% | 5.060 | 0% | 0.210 | +27.33% | +14.51% | 16,545.1 | ||
VBK | Vanguard Small Cap Growth ETF | 55,720 | 14,028.6 | 0% | 2.210 | 0% | 0.070 | +23.22% | +1.50% | 18,278.6 |
Adventist Health System/ West's Historical Top Holdings Breakdowns
Adventist Health System/ West's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2024-12-31 | New Buy New Buy | +40.88% | 521.84 ($541.94) 558.82 | $580.34 | 7.09% | New holding | 490,500 | 490,500 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce Reduce | -39.82% | 570.51 ($592.23) 610.83 | $634.39 | 7.12% | Reduce -68.7% | 204,550 | -448,950 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-06-30 | Sold Out Sold Out | -10.15% | 70.77 ($73.59) 76.19 | $83.29 | 13.18% | Sold Out | 0 | -760,220 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-06-30 | New Buy New Buy | +9.08% | 47.83 ($49.76) 51.21 | $57.16 | 14.86% | New holding | 1,131,440 | 1,131,440 | |
VOT | Vanguard Mid-Cap Growth ETF | 2024-06-30 | New Buy New Buy | +4.89% | 218.75 ($229.33) 234.97 | $289.61 | 26.29% | New holding | 131,150 | 131,150 | |
VBK | Vanguard Small Cap Growth ETF | 2024-06-30 | New Buy New Buy | +2.26% | 237.63 ($249.48) 258.31 | $283.40 | 13.60% | New holding | 55,720 | 55,720 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Reduce Reduce | -0.06% | 497.53 ($525.83) 549.64 | $634.39 | 20.65% | Reduce -0.09% | 653,500 | -600 | |
IVV | iShares Core S&P 500 ETF | 2023-09-30 | Reduce Reduce | -3.24% | 427.76 ($447.3) 460.18 | $634.39 | 41.83% | Reduce -5.35% | 654,100 | -37,000 | |
IEFA | iShares Core MSCI EAFE ETF | 2023-09-30 | Reduce Reduce | -0.77% | 64.04 ($66.95) 69.58 | $83.29 | 24.40% | Reduce -7.07% | 760,220 | -57,800 |
Adventist Health System/ West Total Holding History ($B)
Adventist Health System/ West's Asset Allocation
Adventist Health System/ West Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Adventist Health System/ West's Hypothetical Growth since 2025-03-31
Adventist Health System/ West's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Adventist Health System/ West's Holdings Heat Map
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Adventist Health System/ West's Holdings Bubble Chart
Adventist Health System/ West News
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