Chandler Asset Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Chandler Asset Management, Inc. reported 24 stock positions worth $493.3 million. Its top holding was Vanguard Total Bond Market (BND) at 18.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 17.8%) and iShares Core S&P Midcap ETF (IJH, 15.6%). Compared with Q4 2023, it sold out of 2, added to 13 and reduced 3. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +14%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001665018
- Portfolio Value
- $493.3M (Q1 2024)
- SEC Filing
- 0001665018-24-000006 ↗ filed May 14, 2024
Holdings Value
Holdings 24 stocks · $493.3M
| BND Vanguard Total Bond Market | 18.74% | 1,272,822 | $92.4M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 17.84% | 167,362 | $88.0M | Add +14.0% |
| IJH iShares Core S&P Midcap ETF | 15.60% | 1,267,193 | $77.0M | Reduce -17.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 13.38% | 288,795 | $66.0M | Add +13.1% |
| VEA Vanguard Ftse Developed ETF | 8.67% | 852,581 | $42.8M | Add +3.2% |
| VNQ Vanguard Real Estate ETF | 6.41% | 365,538 | $31.6M | Add +10.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.36% | 120,750 | $31.4M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 4.00% | 472,170 | $19.7M | Add +5.0% |
| JNK SS SPDR BB High Yield Bond | 3.34% | 172,916 | $16.5M | Add +1.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.52% | 177,935 | $7.5M | Reduce -0.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.95% | 95,260 | $4.7M | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.70% | 75,455 | $3.4M | Add +19.3% |
| AGG iShares Core U.S. Aggregate | 0.41% | 20,904 | $2.0M | No change |
| SCHM Schwab US Mid Cap ETF | 0.29% | 17,720 | $1.4M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.29% | 5,000 | $1.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 5,533 | $1.4M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 17,340 | $1.3M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 9,150 | $1.0M | No change |
| VCIT Vanguard Int-Term Corporate | 0.19% | 11,900 | $958K | Add +7.7% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 14,475 | $841K | Add +8.0% |
| VGIT Vanguard Intermediate-Term T | 0.14% | 11,620 | $680K | Add +10.1% |
| GSG iShares S&P Gsci Commodity I | 0.11% | 23,595 | $521K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.06% | 6,385 | $316K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 4,095 | $314K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +14.0% | 17.84% | +1.70 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.1% | 13.38% | +0.85 |
| VMBS Vanguard Mortgage-Backed Sec | Add +19.3% | 0.70% | +0.02 |
| VGIT Vanguard Intermediate-Term T | Add +10.1% | 0.14% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Add +8.0% | 0.17% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +7.7% | 0.19% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.3% | 0.29% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.4% | 0.27% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +5.0% | 4.00% | −0.25 |
| VNQ Vanguard Real Estate ETF | Add +10.7% | 6.41% | −0.31 |
| JNK SS SPDR BB High Yield Bond | Add +1.2% | 3.34% | −0.39 |
| VEA Vanguard Ftse Developed ETF | Add +3.2% | 8.67% | −0.43 |
| BND Vanguard Total Bond Market | Add +2.5% | 18.74% | −2.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $709.7M | IVV, BND, IJH, VEA, VB |
| Q1 2026 | 23 | $659.4M | IVV, BND, IJH, VEA, VWO |
| Q4 2025 | 22 | $631.9M | BND, IVV, IJH, VB, VEA |
| Q3 2025 | 22 | $609.4M | BND, IVV, IJH, VB, VEA |
| Q2 2025 | 25 | $562.8M | BND, IVV, IJH, VB, VEA |
| Q1 2025 | 22 | $530.4M | BND, IVV, IJH, VB, VEA |
| Q4 2024 | 26 | $523.2M | BND, IVV, IJH, VB, VEA |
| Q3 2024 | 24 | $529.8M | BND, IVV, IJH, VB, VEA |
| Q2 2024 | 24 | $493.5M | BND, IVV, IJH, VB, VEA |
| Q1 2024 | 24 | $493.3M | BND, IVV, IJH, VB, VEA |