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Chandler Asset Management, Inc.13F | |
Chandler Asset Management, Inc. | |
Last update 2025-05-07 | 22 Stocks (0 new) |
Value $530.00 Mil | Turnover 4 % |
Chandler Asset Management, Inc... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 1,546,892 | 113,619.2 | +3.41% | 21.420 | +0.71% | 0.090 | +0.98% | +3.41% | 127,609.7 | ||
IVV | iShares Core S&P 500 ETF | 147,131 | 82,672.7 | -6.68% | 15.590 | -1.18% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,375,303 | 80,248.9 | +10.18% | 15.130 | +1.40% | 0.090 | +12.58% | +3.00% | 97,797.3 | ||
VB | Vanguard Small Cap ETF | 287,615 | 63,778.6 | +2.33% | 12.020 | +0.27% | 0.110 | +14.26% | +2.80% | 61,621.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 906,466 | 46,075.7 | +2.73% | 8.690 | +0.23% | 0.030 | +11.93% | +23.01% | 162,442.1 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 378,298 | 34,251.1 | +1.19% | 6.460 | +0.08% | 0.100 | +6.37% | +5.15% | 34,096.8 | ||
VTI | Vanguard Total Stock Market ETF | 110,500 | 30,369.8 | 0% | 5.730 | 0% | 0.010 | +16.51% | +8.52% | 478,523.3 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 502,685 | 22,751.5 | +0.76% | 4.290 | +0.03% | 0.030 | +13.57% | +16.21% | 86,139.9 | ||
JNK | SPDR Bloomberg High Yield Bond ETF | 190,791 | 18,182.4 | +0.04% | 3.430 | 0% | 0.270 | +3.93% | +4.99% | 8,033.9 | ||
VNQI |
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
| 209,000 | 8,456.1 | +11.69% | 1.590 | +0.17% | 0.290 | +8.65% | +17.16% | 3,260.6 |
Chandler Asset Management, Inc.'s Historical Top Holdings Breakdowns
Chandler Asset Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +1.40% | 57.21 ($62.1) 65.8 | $63.80 | 2.74% | Add 10.18% | 1,375,303 | 127,055 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.18% | 554.06 ($590.51) 615.85 | $637.85 | 8.02% | Reduce -6.68% | 147,131 | -10,526 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.71% | 71.17 ($72.57) 73.66 | $72.94 | 0.52% | Add 3.41% | 1,546,892 | 51,070 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.50% | 77.7 ($78.41) 78.94 | $79.25 | 1.07% | Add 180.56% | 51,750 | 33,305 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.36% | 79.17 ($80.9) 82.04 | $82.42 | 1.88% | Add 189% | 35,980 | 23,530 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.27% | 217.89 ($238.81) 252.64 | $245.19 | 2.67% | Add 2.33% | 287,615 | 6,550 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.24% | 58.07 ($58.36) 58.69 | $58.54 | 0.30% | Add 139.51% | 37,315 | 21,735 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.23% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | Add 168.48% | 32,540 | 20,420 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.23% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Add 2.73% | 906,466 | 24,060 | |
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 2025-03-31 | Add Add | +0.18% | 44.68 ($45.73) 46.49 | $45.94 | 0.46% | Add 18.64% | 132,645 | 20,845 |
Chandler Asset Management, Inc. Total Holding History ($B)
Chandler Asset Management, Inc.'s Asset Allocation
Chandler Asset Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Chandler Asset Management, Inc.'s Hypothetical Growth since 2025-03-31
Chandler Asset Management, Inc.'s Yearly Returns
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Chandler Asset Management, Inc.'s Holdings Heat Map
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Chandler Asset Management, Inc.'s Holdings Bubble Chart
Chandler Asset Management, Inc. News
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