Long-term investor

Adventist Health System Sunbelt Healthcare Corp. @adventisthealthsystemsun

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001103139).

Record

  • Tracked since 2025-06-30 (441 days), 68 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.8% · 6 months n/a · 1 year +10.2% · all +10.2%
  • Max drawdown n/a · win rate 23% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IVV · 28.9% · long · since 2025-06-30
  • EMB · 19.6% · long · since 2025-06-30
  • XEMD · 13.6% · long · since 2025-06-30
  • IXUS · 9.7% · long · since 2025-06-30
  • VUSB · 5.9% · long · since 2026-03-31
  • STIP · 4.9% · long · since 2025-12-31
  • JPST · 4.0% · long · since 2025-06-30
  • EMLC · 3.3% · long · since 2025-06-30
  • IEMG · 3.0% · long · since 2025-09-30
  • SCHP · 2.5% · long · since 2025-06-30
  • SPTB · 2.4% · long · since 2026-06-30
  • ALLW · 1.0% · long · since 2025-06-30

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