§ 13F · FUND PROFILE
Adventist Health System/ West.
AUM · $638M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 405K | $303M | 47.5% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $81M | 12.6% | ±0% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 693K | $74M | 11.5% | ±0% |
| 4 | IXUS | ISHARES TR | 553K | $53M | 8.3% | ±0% |
| 5 | ITOT | ISHARES TR | 321K | $53M | 8.3% | ±0% |
| 6 | VOT | VANGUARD INDEX FDS | 97K | $30M | 4.6% | ±0% |
| 7 | VTIP | VANGUARD MALVERN FDS | 573K | $29M | 4.5% | ±0% |
| 8 | VBK | VANGUARD INDEX FDS | 38K | $14M | 2.2% | ±0% |
| 9 | VTI | VANGUARD INDEX FDS | 4K | $1M | 0.2% | ±0% |
| 10 | IEMG | ISHARES INC | 6K | $464K | 0.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVENTIST SIGNAL
AC read
Adventist Health System/ West is a Other fund managing $638 million in assets. The fund runs a focused portfolio of just 12 positions.
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