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CIK: 0001665018
Total reported value
$709.7M
$709.7M
23 檔
57.4%
As reported in its official Q1 2026 Form 13F filing, Chandler Asset Management, Inc.'s tracked investment portfolio stood at $709.7M with 23 total positions.
Chandler Asset Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 3 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.70% | -0.32% | +10.60% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 17.78% | +0.29% | -5.36% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.33% | +0.39% | -38.28% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.32% | -0.03% | -7.18% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.61% | -0.10% | +118.29% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 7.60% | +0.40% | -26.52% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.05% | +0.11% | +1.16% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.82% | -0.04% | -14.38% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.40% | +0.02% | — | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 3.99% | +0.12% | — | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.93% | +0.02% | +181.51% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.87% | -0.05% | +53.58% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.16% | — | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.39% | -0.09% | — | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.89% | -0.06% | -5.73% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | -0.03% | +0.70% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.04% | — | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.46% | -0.03% | +0.99% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.03% | +0.35% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.30% | -0.02% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | +0.01% | — | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.21% | -0.21% | EXIT | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.16% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +4% | +118.29% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +1.8% | +181.51% | Add |
| 3 | VNQI | Vanguard Glbl Ex-us Real Est | +0.9% | +53.58% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +10.60% | Add |
| 5 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 6 | VGIT | Vanguard Intermediate-term T | 0% | — | Unchanged |
| 7 | VGSH | Vanguard Short-term Treasury | 0% | +0.35% | Add |
| 8 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 9 | VCIT | Vanguard Int-term Corporate | 0% | +0.99% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.70% | Add |
| 12 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | -5.73% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +1.16% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | -0.8% | -7.18% | Trim |
| 15 | VNQ | Vanguard Real Estate ETF | -1% | -14.38% | Trim |
| 16 | BND | Vanguard Total Bond Market | -1.9% | -5.36% | Trim |
| 17 | VB | Vanguard Small-cap ETF | -3% | -26.52% | Trim |
| 18 | JNK | Ss Spdr Bb High Yield Bond | -4.1% | -94.93% | Trim |
| 19 | IJH | Ishares Core S&p Midcap ETF | -6.1% | -38.28% | Trim |
| 20 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 21 | TDTF | Flexshares Iboxx 5-year Targ | — | NEW | New buy |
| 22 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 23 | BCI | Abrdn Bloomberg All Commodit | — | NEW | New buy |
| 24 | SCHM | Schwab US Mid Cap ETF | — | EXIT | Sold out |
| 25 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 26 | GSG | Ishares S&p Gsci Commodity I | — | EXIT | Sold out |
According to official SEC Form 13F filings, Chandler Asset Management, Inc. reported a total U.S. public equity portfolio value of $709.7M across 23 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IJH) accounted for 57.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
USHY
市值: $29.0M
Top Position Liquidated / Trimmed
SCHM
前期市值: $1.6M
During Q1 2026, Chandler Asset Management, Inc.'s top holdings by market value included IVV (18.7%)、BND (17.8%)、IJH (9.3%). The largest single position, IVV, represented 18.7% of total portfolio value.
In Q1 2026, Chandler Asset Management, Inc. made 22 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 7 holdings, and fully liquidating 3 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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