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CIK: 0001103139
Total reported value
$3.1B
$3.1B
23 檔
54.9%
As reported in its official Q1 2025 Form 13F filing, Adventist Health System Sunbelt Healthcare CORP's tracked investment portfolio stood at $3.1B with 23 total positions.
In Q1 2025, Adventist Health System Sunbelt Healthcare CORP displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.47% | +17.27% | -45.81% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 24.79% | -1.24% | +25.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.35% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.12% | — | — | |
| 5 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 4.24% | -1.10% | +107.21% | |
| 6 | ✓ | Bondbloxx ETF Trust | ETF-Other | 4.19% | -0.53% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.75% | — | — | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.44% | — | -60.41% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.86% | -2.04% | +5918.61% | |
| 10 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.81% | -0.34% | EXIT | |
| 11 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.53% | -0.28% | EXIT | |
| 12 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.06% | -0.26% | EXIT | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.01% | -1.00% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | — | — | |
| 15 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.53% | -0.20% | EXIT | |
| 16 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.30% | -0.08% | — | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | — | +100.17% | |
| 18 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.92% | -0.05% | EXIT | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.92% | -2.85% | -20.68% | |
| 20 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.40% | +0.01% | — | |
| 21 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.25% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.20% | +0.09% | +240.71% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.01% | — | -97.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | — | NEW | New buy |
| 6 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 9 | IAUM | Ishares Gold Trust Micro | — | NEW | New buy |
| 10 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 11 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 12 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 13 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 16 | ALLW | State Street Brgwtr All Wthr | — | NEW | New buy |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 18 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 19 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 20 | EUSA | Ishares Msci USA Equal Weigh | — | NEW | New buy |
| 21 | ✓ | Bondbloxx ETF Trust | — | NEW | New buy |
| 22 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 23 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
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 23 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, EMB, MSFT) accounted for 54.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $717.6M
During Q1 2025, Adventist Health System Sunbelt Healthcare CORP's top holdings by market value included IVV (28.5%)、EMB (24.8%)、MSFT (5.3%). The largest single position, IVV, represented 28.5% of total portfolio value.
In Q1 2025, Adventist Health System Sunbelt Healthcare CORP made 23 total portfolio adjustments, initiating 23 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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