Adventist Health System/ West

Est. AUM

$563.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$264.6M	405108	46.93%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.5M	1131440	12.86%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$64.9M	692800	11.52%	SOLE
4	ISHARES TR	CORE MSCI TOTAL	$47.9M	552898	8.49%	SOLE
5	ISHARES TR	CORE S&P TTL STK	$45.7M	321151	8.11%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$28.6M	572974	5.08%	SOLE
7	VANGUARD INDEX FDS	MCAP GR IDXVIP	$24.9M	96768	4.42%	SOLE
8	VANGUARD INDEX FDS	SML CP GRW ETF	$11.5M	38149	2.04%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	3950	0.22%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$853K	10308	0.15%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$391K	5601	0.07%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$384K	4237	0.07%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$256K	3232	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.