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Adventist Health System/ West

Q2 2025 · Filed 2025-08-14
Market Value
$673M
+6.3%
Holdings
9
+1
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMXC 7.86% 0.00% +7.86% $53M
VOO 41.38% 39.78% +1.60% $279M
IVV 18.86% 18.14% +0.72% $127M
VEA 9.58% 9.08% +0.50% $65M
VOT 5.54% 5.06% +0.48% $37M
VBK 2.29% 2.21% +0.08% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 0.00% 9.09% -9.09% $0
VTIP 5.72% 7.61% -1.89% $39M
VONV 8.77% 9.02% -0.26% $59M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $470M 69.8%
Large Cap 6 $203M 30.2%

Portfolio Analytics

Avg Market Cap
$342.7B
Median Market Cap
$68.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.97
# Stocks
0
# ETFs / Funds
9

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 41.38% 490,500 $279M $568.03 $27M
2 IVV 18.86% 204,550 $127M $620.90 $12M
3 VEA 9.58% 1,131,440 $65M $57.01 $7M
4 VONV 8.77% 692,800 $59M $85.21 $2M
5 EMXC 7.86% 837,660 $53M $63.14 +837,660 NEW
6 VTIP 5.72% 766,010 $39M $50.27 -$10M -200,520 -20.8%
7 VOT 5.54% 131,150 $37M $284.39 $5M
8 VBK 2.29% 55,720 $15M $276.94 $1M
9 IEMG —% -$58M -1,067,519 -100.0% SOLD

New Positions

SymbolValue% Port
EMXC $53M 7.86%

Sold Out Positions

SymbolValue% Port
IEMG —%
View SEC EDGAR Filings for Adventist Health System/ West →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms