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CIK: 0001665018
Total reported value
$709.7M
$709.7M
24 檔
51.6%
In Q1 2024, Chandler Asset Management, Inc.'s U.S. equity holdings reached a combined market value of $709.7M, distributed across 24 disclosed stock positions.
During Q1 2024, Chandler Asset Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 18.74% | +0.29% | +2.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.84% | -0.32% | +13.97% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 15.60% | +0.39% | +311.04% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 13.38% | +0.40% | +13.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.67% | -0.03% | +3.22% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.41% | -0.04% | +10.70% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.36% | +0.11% | -0.05% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.00% | -0.10% | +5.05% | |
| 9 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.34% | -0.21% | EXIT | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.52% | -0.05% | -0.44% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.95% | +0.02% | — | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.70% | -0.06% | +19.29% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.04% | — | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.29% | — | +0.32% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.29% | -0.16% | EXIT | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | +0.01% | — | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | -0.03% | +5.44% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | — | — | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.19% | -0.03% | +7.69% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | -0.03% | +7.98% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.14% | -0.02% | +10.09% | |
| 22 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.11% | — | — | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.06% | — | — | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Chandler Asset Management, Inc. reported a total U.S. public equity portfolio value of $709.7M across 24 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, IVV, IJH) accounted for 51.6% of total reported equity market value during Q1 2024.
During Q1 2024, Chandler Asset Management, Inc.'s top holdings by market value included BND (18.7%)、IVV (17.8%)、IJH (15.6%). The largest single position, BND, represented 18.7% of total portfolio value.
In Q1 2024, Chandler Asset Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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