Data as of Q4 2025 (Dec 31, 2025)

Adventist Health System/ West

โ€ขCIK: 1802516โ€ขFiling: Q4 2025

**Adventist Health System/ West** manages $614M across a concentrated portfolio of 8 holdings. The strategy exhibits significant global equity exposure, anchored by a substantial $300.4M allocation to VOO. Further diversification is evident through notable positions in international markets, including $67.8M in VEA and $67.1M in ITOT. This structure suggests a core mandate focused on broad, multi-geographical market capitalization capture.

Total AUM
$0
QoQ Performance
-100.0%
Positions
0
Top 10 Concentration
0.0%
Latest Filing
Q4 2025

Top Holdings Allocation

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

๐Ÿšช Exited Positionssold since Q3 2025

VOO
VANGUARD INDEX FDS
SOLD
$300.4M
VEA
VANGUARD TAX-MANAGED FDS
SOLD
$67.8M
ITOT
ISHARES TR
SOLD
$67.1M
VONV
VANGUARD SCOTTSDALE FDS
SOLD
$61.9M
VTIP
VANGUARD MALVERN FDS
SOLD
$38.8M
+3 more exited positions

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023