Top 13 Adventist Health System/ West Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 46.93% | 405.1K | $264.6M | -9.71%(-43.56K) | $580.57(+29.45%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.86% | 1.13M | $72.5M | +0.00%(+0) | $49.79(+41.70%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 11.52% | 692.8K | $64.9M | +0.00%(+0) | $73.27(+40.85%) | 2026-03-31 | |
| IXUS | ISHARES TR | 8.49% | 552.9K | $47.9M | +62.26%(+212.16K) | $82.13(+16.35%) | 2026-03-31 | |
| ITOT | ISHARES TR | 8.11% | 321.2K | $45.7M | +0.00%(+0) | $140.34(+16.28%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.08% | 573.0K | $28.6M | -25.20%(-193.04K) | $50.44(-0.05%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 4.42% | 96.8K | $24.9M | +0.00%(+0) | $232.67(+24.40%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.04% | 38.1K | $11.5M | +0.00%(+0) | $255.43(+35.16%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 0.22% | 4.0K | $1.3M | new | $328.04(+12.00%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 0.15% | 10.3K | $853K | new | $83.25(-0.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.86% | +59.61% |
| Top 20 Holdings Unweighted | +12.54% | +42.54% |
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