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Home > Institutional Investor > Adventist Health System/ West > Profile

Instuitional Investor - Adventist Health System/ West

Fund Profile
Filing Period:
Fund Name: Adventist Health System/ West
Portfolio Value $594,953,286
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 448,668 $307,310,660 51.65%
2.
Vanguard Tax-Managed Fds
 1,131,440 $70,681,057 11.88%
3.
Vanguard Scottsdale Funds
 692,800 $63,945,440 10.75%
4.
Ishares Trust
 IEF 321,151 $47,751,942 8.03%
5.
Vanguard Malvern Fds
 766,010 $37,886,855 6.37%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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