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CIK: 0001802516
Total reported value
$638.1M
$638.1M
7 檔
89.6%
As reported in its official Q2 2024 Form 13F filing, Adventist Health System/ West's tracked investment portfolio stood at $638.1M with 7 total positions.
During Q2 2024, Adventist Health System/ West'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 | 58.26% | +0.61% | -0.09% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.28% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.08% | -0.23% | — | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 8.61% | +0.02% | — | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.62% | -0.57% | — | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.89% | +0.22% | — | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.26% | +0.15% | — |
According to official SEC Form 13F filings, Adventist Health System/ West reported a total U.S. public equity portfolio value of $638.1M across 7 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEMG, VEA) accounted for 89.6% of total reported equity market value during Q2 2024.
During Q2 2024, Adventist Health System/ West's top holdings by market value included IVV (58.3%)、IEMG (9.3%)、VEA (9.1%). The largest single position, IVV, represented 58.3% of total portfolio value.
In Q2 2024, Adventist Health System/ West 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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