ADVENTIST HEALTH SYSTEM WEST
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 490,500 | 0 | 0.00% | $542.48 | 39.78% | 0.05% | 252,072,855 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 204,550 | 0 | 0.00% | $444.44 | 18.14% | 0.02% | 114,936,645 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 1,067,519 | 0 | 0.00% | $52.62 | 9.09% | 0.07% | 57,614,000 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 1,131,440 | 0 | 0.00% | $49.61 | 9.08% | 0.04% | 57,511,095 | 2025-03-31 | ||||||
| VONV | VANGUARD RUSSELL 1000 VALUE INDEX FUND | 692,800 | 0 | 0.00% | $71.92 | 9.02% | 0.59% | 57,183,712 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 966,530 | 0 | 0.00% | $50.53 | 7.61% | 0.40% | 48,229,847 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 131,150 | 0 | 0.00% | $228.99 | 5.06% | 0.22% | 32,084,536 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 55,720 | 0 | 0.00% | $249.28 | 2.21% | 0.08% | 14,028,624 | 2025-03-31 | ||||||