Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adventist Health System/ West (CIK 1802516) reported $638.1M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($303.4M, 47.54%), VEA ($80.6M, 12.63%), VONV ($73.7M, 11.54%), ITOT ($52.8M, 8.27%), IXUS ($52.8M, 8.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $303.4M | 47.54% | 405,108 | Hold |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $80.6M | 12.63% | 1.1M | Hold |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $73.7M | 11.54% | 692,800 | Hold |
| 4 | ITOT | ISHARES TR | $52.8M | 8.27% | 321,151 | Hold |
| 5 | IXUS | ISHARES TR | $52.8M | 8.27% | 552,898 | Hold |
| 6 | VOT | VANGUARD INDEX FDS | $29.6M | 4.64% | 96,768 | Hold |
| 7 | VTIP | VANGUARD MALVERN FDS | $28.8M | 4.51% | 572,974 | Hold |
| 8 | VBK | VANGUARD INDEX FDS | $14.0M | 2.19% | 38,149 | Hold |
| 9 | VTI | VANGUARD INDEX FDS | $1.5M | 0.23% | 3,950 | Hold |
| 10 | IEMG | ISHARES INC | $463,987 | 0.07% | 5,601 | Hold |
| 11 | IEFA | ISHARES TR | $409,209 | 0.06% | 4,237 | Hold |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $255,425 | 0.04% | 3,232 | Hold |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30