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CIK: 0001103139
Total reported value
$3.1B
$3.1B
20 檔
83.4%
According to the latest 13F quarterly dataset, Adventist Health System Sunbelt Healthcare CORP managed an equity portfolio of $3.1B at the end of Q4 2024, spanning 20 distinct U.S. exchange-listed positions.
During Q4 2024, Adventist Health System Sunbelt Healthcare CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 44.38% | +17.27% | +994.98% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 15.66% | -1.24% | +26.69% | |
| 3 | JPMB | Jpmorgan Usd Emerging Market | ETF-Emerging Markets | 9.92% | — | -24.55% | |
| 4 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 7.03% | — | -30.65% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 6.18% | — | -33.33% | |
| 6 | ✓ | Bondbloxx ETF Trust | ETF-Other | 3.41% | -0.53% | EXIT | |
| 7 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.28% | -0.34% | EXIT | |
| 8 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.06% | -0.28% | EXIT | |
| 9 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.65% | -0.26% | EXIT | |
| 10 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 1.63% | -1.10% | +118.87% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | -1.00% | — | |
| 12 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.24% | -0.20% | EXIT | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.90% | -2.85% | +80.80% | |
| 14 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.74% | -0.05% | EXIT | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.48% | — | — | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.44% | — | +50.08% | |
| 17 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.20% | — | — | |
| 18 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 0.11% | — | +318.90% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.05% | +0.09% | -99.27% | |
| 20 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.03% | -2.04% | -99.43% |
According to official SEC Form 13F filings, Adventist Health System Sunbelt Healthcare CORP reported a total U.S. public equity portfolio value of $3.1B across 20 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, EMB, JPMB) accounted for 83.4% of total reported equity market value during Q4 2024.
During Q4 2024, Adventist Health System Sunbelt Healthcare CORP's top holdings by market value included IVV (44.4%)、EMB (15.7%)、JPMB (9.9%). The largest single position, IVV, represented 44.4% of total portfolio value.
In Q4 2024, Adventist Health System Sunbelt Healthcare CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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