Adventist Health System Sunbelt Healthcare
Altamonte Springs, FLfiles as ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
$3.1bn in 16 US stocks at the end of 30 June 2026. The top 10 are 95.5% of the money. It changed about 20.1% of the portfolio this quarter.
Value
$3.1bn
Stocks
16
Top 10 share
95.5%
Turnover
20.1%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Series TrustSPTB2.4% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV28.9% of the fund+136%
- Vaneck ETF TrustEMLC3.3% of the fund+11%
Cut
Sold some of their stake.
- Vanguard BD Index FDSVUSB5.9% of the fund-58%
- Ishares TRSTIP4.9% of the fund-3%
- J P Morgan Exchange Traded FJPST4.0% of the fund-13%
- Schwab Strategic TRSCHP2.5% of the fund-49%
- Ishares Gold Trust MicroIAUM0.4% of the fund-80%
Sold out
Sold their entire stake.
- Bondbloxx ETF Trust-100%
- Bondbloxx ETF Trust-100%
- Bondbloxx ETF Trust-100%
- Bondbloxx ETF Trust-100%
- Bondbloxx ETF Trust-100%
- Bondbloxx ETF Trust-100%
Holdings
- Ishares TRIVV
- Share
- 28.9%
- Value
- $903m
- Shares
- 1,205,528
+136%
- Ishares TREMB
- Share
- 19.6%
- Value
- $611m
- Shares
- 6,336,317
Held
- Bondbloxx ETF TrustXEMD
- Share
- 13.6%
- Value
- $423m
- Shares
- 9,425,673
Held
- Ishares TRIXUS
- Share
- 9.7%
- Value
- $302m
- Shares
- 3,160,758
Held
- Vanguard BD Index FDSVUSB
- Share
- 5.9%
- Value
- $185m
- Shares
- 3,713,491
-58%
- Ishares TRSTIP
- Share
- 4.9%
- Value
- $154m
- Shares
- 1,511,194
-3%
- J P Morgan Exchange Traded FJPST
- Share
- 4.0%
- Value
- $124m
- Shares
- 2,455,093
-13%
- Vaneck ETF TrustEMLC
- Share
- 3.3%
- Value
- $104m
- Shares
- 4,059,384
+11%
- IsharesIEMG
- Share
- 3.0%
- Value
- $94m
- Shares
- 1,139,900
Held
- Schwab Strategic TRSCHP
- Share
- 2.5%
- Value
- $78m
- Shares
- 2,961,382
-49%
- Spdr Series TrustSPTB
- Share
- 2.4%
- Value
- $75m
- Shares
- 2,500,000
New
- Ssga Active TRALLW
- Share
- 1.0%
- Value
- $32m
- Shares
- 1,081,450
Held
- Ishares Gold Trust MicroIAUM
- Share
- 0.4%
- Value
- $12m
- Shares
- 291,255
-80%
- IsharesEUSA
- Share
- 0.4%
- Value
- $11m
- Shares
- 99,998
Held
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.3%
- Value
- $10m
- Shares
- 493,800
Held
- Ishares TRGOVT
- Share
- <0.1%
- Value
- $318,234
- Shares
- 13,957
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 28.9% | $903m | 1,205,528 | +136% |
| Ishares TREMB | 19.6% | $611m | 6,336,317 | Held |
| Bondbloxx ETF TrustXEMD | 13.6% | $423m | 9,425,673 | Held |
| Ishares TRIXUS | 9.7% | $302m | 3,160,758 | Held |
| Vanguard BD Index FDSVUSB | 5.9% | $185m | 3,713,491 | -58% |
| Ishares TRSTIP | 4.9% | $154m | 1,511,194 | -3% |
| J P Morgan Exchange Traded FJPST | 4.0% | $124m | 2,455,093 | -13% |
| Vaneck ETF TrustEMLC | 3.3% | $104m | 4,059,384 | +11% |
| IsharesIEMG | 3.0% | $94m | 1,139,900 | Held |
| Schwab Strategic TRSCHP | 2.5% | $78m | 2,961,382 | -49% |
| Spdr Series TrustSPTB | 2.4% | $75m | 2,500,000 | New |
| Ssga Active TRALLW | 1.0% | $32m | 1,081,450 | Held |
| Ishares Gold Trust MicroIAUM | 0.4% | $12m | 291,255 | -80% |
| IsharesEUSA | 0.4% | $11m | 99,998 | Held |
| Invesco Exch Traded FD TR IIBKLN | 0.3% | $10m | 493,800 | Held |
| Ishares TRGOVT | <0.1% | $318,234 | 13,957 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 140.0% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.