$241 Million is the total value of Chandler Asset Management, Inc.'s 17 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p 500 etf | $43,473,000 | +14.0% | 134,491 | +5.2% | 18.05% | +5.1% |
| VEA | Buy | Vanguard Tax-Managed Intl Fdftse dev mkt etf | $27,794,000 | +7.6% | 630,813 | +0.3% | 11.54% | -0.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $26,564,000 | +6.7% | 129,063 | +0.2% | 11.03% | -1.5% |
| BND | Buy | Vanguard Bd Index FDStotal bnd mrkt | $25,208,000 | +4.0% | 300,595 | +4.7% | 10.46% | -4.1% |
| VWO | Buy | Vanguard Intl Equity Index Fftse emr mkt etf | $18,289,000 | +10.7% | 411,263 | +0.2% | 7.59% | +2.1% |
| VNQ | Buy | Vanguard Index FDSreal estate etf | $17,328,000 | +6.5% | 186,745 | +7.0% | 7.19% | -1.8% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $10,894,000 | +4.2% | 99,451 | +3.4% | 4.52% | -3.9% |
| IFGL | Buy | ISHARES TRintl dev re etf | $5,805,000 | +19.7% | 192,226 | +17.6% | 2.41% | +10.4% |
| BNDX | Buy | Vanguard Charlotte FDSintl bd idx etf | $3,566,000 | +14.5% | 63,025 | +19.0% | 1.48% | +5.6% |
| VMBS | Buy | Vanguard Scottsdale FDSmortg-back sec | $3,147,000 | +3.9% | 59,185 | +4.0% | 1.31% | -4.3% |
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.