Chandler Asset Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Chandler Asset Management, Inc. reported 22 stock positions worth $530.4 million. Its top holding was Vanguard Total Bond Market (BND) at 21.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.6%) and iShares Core S&P Midcap ETF (IJH, 15.1%). Compared with Q4 2024, it sold out of 4, added to 14 and reduced 1. The biggest buy was Vanguard Total Bond Market (BND, shares +3%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001665018
- Portfolio Value
- $530.4M (Q1 2025)
- SEC Filing
- 0001665018-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 22 stocks · $530.4M
| BND Vanguard Total Bond Market | 21.42% | 1,546,892 | $113.6M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 15.59% | 147,131 | $82.7M | Reduce -6.7% |
| IJH iShares Core S&P Midcap ETF | 15.13% | 1,375,303 | $80.2M | Add +10.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.02% | 287,615 | $63.8M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 8.69% | 906,466 | $46.1M | Add +2.7% |
| VNQ Vanguard Real Estate ETF | 6.46% | 378,298 | $34.3M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 5.73% | 110,500 | $30.4M | No change |
| VWO Vanguard Ftse Emerging Marke | 4.29% | 502,685 | $22.8M | Add +0.8% |
| JNK SS SPDR BB High Yield Bond | 3.43% | 190,791 | $18.2M | Add +0.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.59% | 209,000 | $8.5M | Add +11.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.16% | 132,645 | $6.1M | Add +18.6% |
| BNDX Vanguard Total Intl Bond ETF | 1.01% | 109,930 | $5.4M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.77% | 51,750 | $4.1M | Add +180.6% |
| VCIT Vanguard Int-Term Corporate | 0.55% | 35,980 | $2.9M | Add +189.0% |
| VGSH Vanguard Short-Term Treasury | 0.41% | 37,315 | $2.2M | Add +139.5% |
| AGG iShares Core U.S. Aggregate | 0.39% | 20,904 | $2.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.36% | 32,540 | $1.9M | Add +168.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 5,533 | $1.4M | No change |
| SCHM Schwab US Mid Cap ETF | 0.27% | 53,922 | $1.4M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 9,150 | $957K | No change |
| IWB iShares Russell 1000 ETF | 0.17% | 3,000 | $920K | No change |
| GSG iShares S&P Gsci Commodity I | 0.10% | 23,595 | $537K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +3.4% | 21.42% | +0.86 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 8.69% | +0.62 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +180.6% | 0.77% | +0.50 |
| VCIT Vanguard Int-Term Corporate | Add +189.0% | 0.55% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +10.2% | 15.13% | +0.27 |
| VGSH Vanguard Short-Term Treasury | Add +139.5% | 0.41% | +0.24 |
| VGIT Vanguard Intermediate-Term T | Add +168.5% | 0.36% | +0.23 |
| VMBS Vanguard Mortgage-Backed Sec | Add +18.6% | 1.16% | +0.19 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +11.7% | 1.59% | +0.18 |
| VNQ Vanguard Real Estate ETF | Add +1.2% | 6.46% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +0.8% | 4.29% | +0.09 |
| SCHM Schwab US Mid Cap ETF | Add +0.3% | 0.27% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Add +0.0% | 3.43% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.3% | 12.02% | −0.88 |
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 |