Chandler Asset Management, Inc.
CIK 1665018 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- IVV18.38%
- BND18.07%
- IJH9.72%
- VEA8.29%
- VB8.00%
- VWO7.51%
- VTI5.16%
- VNQ4.78%
- USHY4.42%
- TDTF4.11%
Share classes counted separately88.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VBWeight increased · +0.40 pp7.60% → 8.00%Shares -4.08K (-2.13%)
- IJHWeight increased · +0.39 pp9.33% → 9.72%Shares -16.48K (-1.81%)
- IVVWeight decreased · -0.32 pp18.70% → 18.38%Shares -14.52K (-7.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFISHARES CORE S&P 500 ETF View history and evidence | $130.47M | 18.38% | 174.22K shares | 18.70% → 18.38%-0.32 pp -14.52K (-7.69%) | Reduced | ▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETVANGUARD TOTAL BOND MARKET View history and evidence | $128.28M | 18.07% | 1.75M shares | 17.78% → 18.07%+0.29 pp +155.47K (+9.77%) | Added | ▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFISHARES CORE S&P MIDCAP ETF View history and evidence | $68.97M | 9.72% | 894.37K shares | 9.33% → 9.72%+0.39 pp -16.48K (-1.81%) | Reduced | ▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVANGUARD FTSE DEVELOPED ETF View history and evidence | $58.83M | 8.29% | 825.72K shares | 8.32% → 8.29%-0.03 pp -30.75K (-3.59%) | Reduced | ▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDVANGUARD SMALL-CAP ETF View history and evidence | $56.75M | 8.00% | 187.22K shares | 7.60% → 8.00%+0.40 pp -4.08K (-2.13%) | Reduced | ▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEVANGUARD FTSE EMERGING MARKE View history and evidence | $53.29M | 7.51% | 892.71K shares | 7.61% → 7.51%-0.10 pp -35.41K (-3.82%) | Reduced | ▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USVANGUARD TOTAL STOCK MKT ETF View history and evidence | $36.62M | 5.16% | 98.95K shares | 5.05% → 5.16%+0.11 pp -4.88K (-4.70%) | Reduced | ▾ |
| 08 | VNQVANGUARD REAL ESTATE ETFVANGUARD REAL ESTATE ETF View history and evidence | $33.95M | 4.78% | 352.02K shares | 4.82% → 4.78%-0.04 pp -6.24K (-1.74%) | Reduced | ▾ |
| 09 | USHYISHARES BROAD USD HIGH YIELDISHARES BROAD USD HIGH YIELD View history and evidence | $31.35M | 4.42% | 846.78K shares | 4.40% → 4.42%+0.02 pp +58.85K (+7.47%) | Added | ▾ |
| 10 | TDTFNT IBOXX 5Y DUR TIPS ETFFLEXSHARES IBOXX 5-YEAR TARG View history and evidence | $29.18M | 4.11% | 1.23M shares | 3.99% → 4.11%+0.12 pp +136.06K (+12.46%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JNK SS SPDR BB HIGH YIELD BOND | Non-derivative | -14,196 | -$1.36M | SEC filing ↗ | SEC filing ↗ |
| IWB ISHARES RUSSELL 1000 ETF | Non-derivative | -3,000 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665018 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 709718343
}Take these holdings further.
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