$381 Million is the total value of Chandler Asset Management, Inc.'s 23 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $80,798,372 | -2.1% | 1,111,547 | +20.4% | 21.19% | +8.1% |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $6,198,504 | – | 154,230 | +100.0% | 1.62% | – |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $2,083,117 | +17.5% | 45,295 | +18.9% | 0.55% | +29.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,243,854 | +5.1% | 17,512 | +0.4% | 0.33% | +16.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $284,521 | -91.5% | 3,765 | +286.2% | 0.08% | -90.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 24.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 26.3% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 21.2% |
| ISHARES TR | 27 | Q2 2024 | 21.1% |
| Vanguard Tax-Managed Intl Fd | 27 | Q2 2024 | 11.6% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 7.9% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 8.0% |
| VANGUARD CHARLOTTE FDS | 27 | Q2 2024 | 1.9% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 2.7% |
| Ishares S&P GSCI Commodity I | 27 | Q2 2024 | 0.3% |
View Chandler Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-12 |
| 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 |
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.