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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 | +1.26% | +3.27% | 127,496.0 | ||
IVV | iShares Core S&P 500 ETF | 147,131 | 82,672.7 | -6.68% | 15.590 | -1.18% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,375,303 | 80,248.9 | +10.18% | 15.130 | +1.40% | 0.090 | +16.06% | +2.45% | 97,230.9 | ||
VB | Vanguard Small Cap ETF | 287,615 | 63,778.6 | +2.33% | 12.020 | +0.27% | 0.110 | +17.90% | +1.99% | 61,352.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 906,466 | 46,075.7 | +2.73% | 8.690 | +0.23% | 0.030 | +12.49% | +19.94% | 157,607.2 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 378,298 | 34,251.1 | +1.19% | 6.460 | +0.08% | 0.100 | +4.59% | +3.00% | 33,484.2 | ||
VTI | Vanguard Total Stock Market ETF | 110,500 | 30,369.8 | 0% | 5.730 | 0% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 502,685 | 22,751.5 | +0.76% | 4.290 | +0.03% | 0.030 | +16.94% | +15.09% | 86,951.2 | ||
JNK | SPDR Bloomberg High Yield Bond ETF | 190,791 | 18,182.4 | +0.04% | 3.430 | 0% | 0.270 | +4.92% | +4.73% | 8,014.0 | ||
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 | +8.56% | +15.37% | 3,203.0 |
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 | $63.46 | 2.19% | 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 | $630.67 | 6.80% | 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 | $72.85 | 0.39% | 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 | $79.23 | 1.05% | 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 | $82.25 | 1.67% | Add 189% | 35,980 | 23,530 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.27% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | 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 | $58.55 | 0.33% | 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 | $59.23 | 1.25% | 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 | $56.64 | 11.94% | 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 | $45.92 | 0.42% | Add 18.64% | 132,645 | 20,845 |
Chandler Asset Management, Inc. Total Holding History ($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. News
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