$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $82,562,948 | +125314.6% | 922,915 | 0.0% | 19.60% | +3.3% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $4,927,712 | +110510.8% | 93,330 | 0.0% | 1.17% | -8.9% | |
| AGG | ISHARES TRcore us aggbd et | $2,082,875 | +103319.8% | 20,904 | 0.0% | 0.49% | -14.8% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,224,635 | +102551.7% | 16,065 | 0.0% | 0.29% | -15.4% | |
| VO | VANGUARD INDEX FDSmid cap etf | $1,167,021 | +112113.6% | 5,533 | 0.0% | 0.28% | -7.7% | |
| IWB | ISHARES TRrus 1000 etf | $1,126,150 | +113998.3% | 5,000 | 0.0% | 0.27% | -6.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $862,766 | +105890.9% | 10,755 | 0.0% | 0.20% | -12.8% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $763,947 | +101219.2% | 13,050 | 0.0% | 0.18% | -16.6% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $622,984 | +102702.6% | 10,390 | 0.0% | 0.15% | -15.4% |
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.