The Analysis of Adventist Health System/ West's Holdings & P&L

Currently, Adventist Health System/ West holds 13 types of securities in its portfolio with a total value $563.9M. In the most recent quarter, they have increased their positions in IXUS (+212.2K shares, valued at $18.4M), VTI (+4.0K shares, valued at $1.3M), VCIT (+10.3K shares, valued at $853.0K); decreased their positions in IVV (-43.6K shares, valued at $28.5M), VTIP (-193.0K shares, valued at $9.6M); initiated new positions in VTI (+4.0K shares, valued at $1.3M), VCIT (+10.3K shares, valued at $853.0K), IEMG (+5.6K shares, valued at $390.7K).

1M P&L

+27.5M+4.41%

3M P&L

+37.0M+6.02%

HY P&L

+69.6M+11.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A595.0M

100.0%

Top Industries by Stock Count

1N/A8 stocks

100.0%

Sponsored

VTI VANGUARD INDEX FDS4.0K sharesnew addition2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS10.3K sharesnew addition2026-03-312026-05-12

IEMG ISHARES INC5.6K sharesnew addition2026-03-312026-05-12

IEFA ISHARES TR4.2K sharesnew addition2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-05-12

IVV

ISHARES TR

-9.71%

Shares405.1K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares692.8K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

62.26%

Shares552.9K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares321.2K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

-25.20%

Shares573.0K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

0.00%

Shares96.8K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

0.00%

Shares38.1K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

New

Shares4.0K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares10.3K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

New

Shares5.6K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available