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Adventist Health System/ West

Q3 2025 · Filed 2025-10-21
Market Value
$614M
-8.8%
Holdings
10
+1
New Purchases
2
Added To
0
Closed
2
Reduced
2
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOT 10.92% 0.00% +10.92% $67M
VOO 48.93% 41.38% +7.55% $300M
IXUS 6.22% 0.00% +6.22% $38M
VEA 11.04% 9.58% +1.46% $68M
VONV 10.09% 8.77% +1.32% $62M
VTIP 6.32% 5.72% +0.60% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.00% 18.86% -18.86% $0
EMXC 0.00% 7.86% -7.86% $0
VOT 4.63% 5.54% -0.91% $28M
VBK 1.85% 2.29% -0.44% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $368M 60.0%
Large Cap 7 $246M 40.0%

Portfolio Analytics

Avg Market Cap
$307.7B
Median Market Cap
$62.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.97
# Stocks
0
# ETFs / Funds
10

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 48.93% 490,500 $300M $612.38 $22M
2 VEA 11.04% 1,131,440 $68M $59.92 $3M
3 ITOT 10.92% 460,365 $67M $145.65 +460,365 NEW
4 VONV 10.09% 692,800 $62M $89.37 $3M
5 VTIP 6.32% 766,010 $39M $50.63 $276K
6 IXUS 6.22% 462,368 $38M $82.58 +462,368 NEW
7 VOT 4.63% 96,768 $28M $293.79 -$9M -34,382 -26.2%
8 VBK 1.85% 38,149 $11M $297.62 -$4M -17,571 -31.5%
9 EMXC —% -$53M -837,660 -100.0% SOLD
10 IVV —% -$127M -204,550 -100.0% SOLD

New Positions

SymbolValue% Port
ITOT $67M 10.92%
IXUS $38M 6.22%

Sold Out Positions

SymbolValue% Port
EMXC —%
IVV —%
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