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CIK: 0001665018
Total reported value
$709.7M
$709.7M
24 檔
51.5%
During the Q2 2024 filing period, Chandler Asset Management, Inc. (CIK: 0001665018) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $709.7M across 24 reported positions.
During Q2 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 | 19.30% | +0.29% | +3.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.55% | -0.32% | -0.03% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.96% | +0.39% | -0.46% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 12.63% | +0.40% | -1.03% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.58% | -0.03% | +0.50% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.34% | +0.11% | -3.16% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.32% | -0.04% | +1.83% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.30% | -0.10% | +2.70% | |
| 9 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.45% | -0.21% | EXIT | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.48% | -0.05% | +1.02% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.95% | +0.02% | +0.60% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.69% | -0.06% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.04% | — | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | -0.16% | EXIT | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.28% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.03% | +1.67% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | +0.01% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | — | — | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.20% | -0.03% | +2.31% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | -0.03% | — | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.14% | -0.02% | — | |
| 22 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.11% | — | — | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.05% | — | -17.46% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.05% | — | -17.58% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, IVV, IJH) accounted for 51.5% of total reported equity market value during Q2 2024.
During Q2 2024, Chandler Asset Management, Inc.'s top holdings by market value included BND (19.3%)、IVV (18.6%)、IJH (15.0%). The largest single position, BND, represented 19.3% of total portfolio value.
In Q2 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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