CA

Chandler Asset Management, Inc.

13F
Chandler Asset Management, Inc.
Last update 2024-08-12 24 Stocks (0 new)
Value $493.00 Mil Turnover 1 %
Countries:
Top Holdings: BND(19.30%)IVV(18.55%)IJH(14.96%)VB(12.63%)VEA(8.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Chandler Asset Management, Inc... Top Holdings of 2024-06-30 View Full List
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
1,321,772
95233.670
+3.85%
19.300
+0.71%
-
-0.08%
-0.67%
111378.042
 
IVV 		iShares Core S&P 500 ETF
167,312
91558.140
-0.03%
18.550
-0.01%
-
+6.95%
+21.99%
547129.359
 
IJH 		iShares Core S&P Mid-Cap ETF
1,261,343
73813.790
-0.46%
14.960
-0.07%
-
+1.82%
+13.15%
92381.458
 
VB 		Vanguard Small Cap ETF
285,830
62322.370
-1.03%
12.630
-0.14%
-
+3.07%
+12.06%
59476.720
 
VEA 		Vanguard FTSE Developed Markets ETF
856,806
42343.350
+0.50%
8.580
+0.04%
-
+0.58%
+5.34%
137327.215
 
VTI 		Vanguard Total Stock Market ETF
116,930
31279.940
-3.16%
6.340
-0.20%
-
+6.62%
+20.72%
420391.842
 
VNQ 		Vanguard Real Estate Index Fund ETF
372,238
31178.660
+1.83%
6.320
+0.11%
-
+5.55%
+8.39%
34692.755
 
VWO 		Vanguard FTSE Emerging Markets ETF
484,930
21220.540
+2.70%
4.300
+0.11%
-
+7.41%
+13.55%
77849.532
 
JNK 		SPDR Bloomberg High Yield Bond ETF
180,836
17047.410
+4.58%
3.450
+0.15%
-
+1.06%
+1.85%
7918.558
 
VNQI 		Vanguard Global ex-U.S. Real Estate ETF
179,750
7292.460
+1.02%
1.480
+0.01%
-
+3.69%
+3.05%
3506.391
 

Chandler Asset Management, Inc.'s Historical Top Holdings Breakdowns

Chandler Asset Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND 		Vanguard Total Bond Market ETF2024-06-30Add
+0.71%
●
70.55 ($71.62) 72.66
$73.06
2.01%
Add 3.85%
1,321,772
48,950
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.20%
●
245.23 ($258.82) 269.4
$286.37
10.64%
Reduce -3.16%
116,930
-3,820
JNK 		SPDR Bloomberg High Yield Bond ETF2024-06-30Add
+0.15%
●
92.57 ($94.01) 94.69
$96.48
2.63%
Add 4.58%
180,836
7,920
VB 		Vanguard Small Cap ETF2024-06-30Reduce
-0.14%
●
210.76 ($219.6) 226.94
$239.06
8.86%
Reduce -1.03%
285,830
-2,965
VNQ 		Vanguard Real Estate Index Fund ETF2024-06-30Add
+0.11%
●
78.61 ($82.58) 85.97
$95.77
15.97%
Add 1.83%
372,238
6,700
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Add
+0.11%
●
40.83 ($43.08) 44.89
$46.67
8.33%
Add 2.7%
484,930
12,760
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Reduce
-0.07%
●
56.43 ($58.75) 60.79
$62.72
6.76%
Reduce -0.46%
1,261,343
-5,850
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.04%
●
47.83 ($49.76) 51.21
$50.46
1.41%
Add 0.5%
856,806
4,225
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.01%
●
497.53 ($525.83) 549.64
$582.67
10.81%
Reduce -0.03%
167,312
-50
BSV 		Vanguard Short-Term Bond ETF2024-06-30Reduce
-0.01%
●
75.81 ($76.3) 76.76
$77.67
1.80%
Reduce -17.58%
3,375
-720

Chandler Asset Management, Inc. Total Holding History ($B)

To

Chandler Asset Management, Inc.'s Asset Allocation

To

Chandler Asset Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chandler Asset Management, Inc.'s Hypothetical Growth since 2024-06-30

Chandler Asset Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Chandler Asset Management, Inc.'s Holdings Heat Map

Size field:

Chandler Asset Management, Inc.'s Holdings Bubble Chart

Chandler Asset Management, Inc. News

  • 1

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