Top 21 Adventist Health System Sunbelt Healthcare Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | 20.83% | 6.34M | $595.2M | +0.57%(+35.66K) | $93.79(+1.87%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 15.34% | 8.81M | $438.4M | new | $49.81(-0.20%) | 2026-03-31 | |
| XEMD | BONDBLOXX ETF TRUST | 14.67% | 9.54M | $419.2M | +20.53%(+1.62M) | $43.41(+3.21%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.67% | 510.6K | $333.5M | -61.79%(-825.58K) | $630.91(+19.12%) | 2026-03-31 | |
| IXUS | ISHARES TR | 9.58% | 3.16M | $273.9M | -7.61%(-260.18K) | $76.28(+25.27%) | 2026-03-31 | |
| STIP | ISHARES TR | 5.65% | 1.56M | $161.4M | +113.73%(+830.20K) | $102.89(+0.70%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 5.37% | 5.77M | $153.5M | -0.15%(-8.39K) | $26.80(-0.09%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.98% | 2.81M | $142.3M | +215.93%(+1.92M) | $50.54(-0.07%) | 2026-03-31 | |
| EMLC | VANECK ETF TRUST | 3.22% | 3.67M | $92.1M | -44.42%(-2.93M) | $25.28(+0.76%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.78% | 1.14M | $79.5M | +36.79%(+306.60K) | $65.63(+25.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.85% | +25.44% |
| Top 20 Holdings Unweighted | +7.69% | +24.89% |
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