$421 Million is the total value of Chandler Asset Management, Inc.'s 23 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 20.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $61,515,207 | +98988.6% | 149,643 | -13.5% | 14.60% | -18.4% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $49,823,325 | +93963.1% | 262,837 | -15.2% | 11.83% | -22.5% |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,773,512 | +99367.9% | 38,099 | -3.7% | 0.42% | -18.1% |
GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $499,378 | +94122.3% | 24,820 | -3.6% | 0.12% | -22.2% |
IGIB | Exit | ISHARES TR | $0 | – | -4,286 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Signatures
The EDGAR filing(s) were signed by:
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.