$160 Million is the total value of Chandler Asset Management, Inc.'s 17 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Buy | Vanguard Index FDSsmall cp etf | $35,198,000 | +2.9% | 224,680 | +0.4% | 21.97% | -1.5% |
| BND | Buy | Vanguard Bd Index FDStotal bnd mrkt | $21,251,000 | +6.4% | 255,815 | +4.0% | 13.27% | +1.8% |
| VEA | Buy | Vanguard Tax-Managed Intl Fdftse dev mkt etf | $18,056,000 | +33.7% | 432,893 | +31.0% | 11.27% | +27.9% |
| VNQ | Buy | Vanguard Index FDSreal estate etf | $11,884,000 | +24.3% | 135,970 | +23.6% | 7.42% | +19.0% |
| VWO | Buy | Vanguard Intl Equity Index Fftse emr mkt etf | $11,638,000 | +9.5% | 273,638 | +9.4% | 7.26% | +4.8% |
| JNK | New | SPDR SER TRbloomberg brclys | $6,959,000 | – | 63,879 | +100.0% | 4.34% | – |
| IFGL | Buy | ISHARES TRintl dev re etf | $3,213,000 | +0.9% | 107,796 | +2.9% | 2.01% | -3.4% |
| BNDX | Buy | Vanguard Charlotte FDSintl bd idx etf | $3,034,000 | +6.1% | 52,955 | +3.3% | 1.89% | +1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 24.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 26.3% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 21.2% |
| ISHARES TR | 24 | Q3 2023 | 21.1% |
| Vanguard Tax-Managed Intl Fd | 24 | Q3 2023 | 11.6% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 7.9% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 8.0% |
| VANGUARD CHARLOTTE FDS | 24 | Q3 2023 | 1.9% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 2.7% |
| Ishares S&P GSCI Commodity I | 24 | Q3 2023 | 0.3% |
View Chandler Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-14 |
View Chandler Asset Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.