2026 Q1 Portfolio Activity
In 2026 Q1, Chandler Asset Management, Inc. maintained a portfolio of 26 distinct positions. The most significant new addition was ISHARES:BRD USD HY CP BD, now representing 4.40% of the total fund value. They heavily accumulated shares in VANGUARD EM ST I ETF, increasing the position by 118.3%. The fund also reduced its exposure to ISHARES TR by 38.3%.
Position History
hover any row below to update
Loading…
Total Positions
26
Quarter
2026 Q1
Top Holding
IVV (18.7%)
Top 10 Concentration
87.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
Chandler Asset Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES:CORE S&...
|
ETF | 18.70% | 18.50% |
#1
1
Prev: #2
|
8.0 |
—
|
18,090 | 10.6% |
P
S
|
188,741 | $123,287,228 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BND
VANGUARD TOT BD...
|
Bond/Debt | 17.78% | 19.72% |
#2
1
Prev: #1
|
6.0 |
—
|
-90,130 | -5.4% |
P
S
|
1,591,957 | $117,231,710 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES:CORE S&...
|
ETF | 9.33% | 15.41% |
#3
Prev: #3
|
4.7 |
—
|
-564,870 | -38.3% |
P
S
|
910,858 | $61,510,214 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD DEV MK...
|
ETF | 8.32% | 9.12% |
#4
1
Prev: #5
|
4.3 |
—
|
-66,235 | -7.2% |
P
S
|
856,468 | $54,882,464 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD EM ST ...
|
ETF | 7.61% | 3.62% |
#5
4
Prev: #9
|
6.5 |
—
|
502,940 | 118.3% |
P
S
|
928,122 | $50,164,980 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VB
VANGUARD S-C ID...
|
ETF | 7.60% | 10.63% |
#6
2
Prev: #4
|
3.0 |
—
|
-69,030 | -26.5% |
P
S
|
191,300 | $50,105,288 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD TSM ID...
|
ETF | 5.05% | 5.45% |
#7
Prev: #7
|
2.5 |
—
|
1,190 | 1.2% |
P
S
|
103,825 | $33,308,098 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD RE IDX...
|
ETF | 4.82% | 5.86% |
#8
2
Prev: #6
|
2.4 |
—
|
-60,160 | -14.4% |
P
S
|
358,258 | $31,777,462 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USHY
ISHARES:BRD USD...
|
ETF | 4.40% | — |
#9
Prev: #—
|
5.3 |
—
|
787,925 | — |
NEW
|
787,925 | $29,027,157 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TDTF
FLEXSHS:IB 5Y T...
|
ETF | 3.99% | — |
#10
Prev: #—
|
5.1 |
—
|
1,091,650 | — |
NEW
|
1,091,650 | $26,319,682 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BNDX
VANGUARD TOT IT...
|
Bond/Debt | 2.93% | 1.09% |
#11
Prev: #11
|
4.2 |
—
|
259,630 | 181.5% |
P
S
|
402,665 | $19,348,053 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQI
VANGUARD GXUS R...
|
ETF | 2.87% | 2.01% |
#12
2
Prev: #10
|
4.1 |
—
|
148,295 | 53.6% |
P
S
|
425,055 | $18,893,695 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
ISHARES:GOLD TR...
|
ETF | 1.46% | — |
#13
Prev: #—
|
4.1 |
—
|
109,200 | — |
NEW
|
109,200 | $9,627,072 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BCI
ABRDN:BBG AC ST...
|
ETF | 1.39% | — |
#14
Prev: #—
|
4.1 |
—
|
377,280 | — |
NEW
|
377,280 | $9,164,131 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VMBS
VANGUARD MTG-BK...
|
ETF | 0.89% | 0.99% |
#15
3
Prev: #12
|
0.9 |
—
|
-7,630 | -5.7% |
P
S
|
125,475 | $5,891,051 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD ST COR...
|
Bond/Debt | 0.63% | 0.66% |
#16
3
Prev: #13
|
0.8 |
—
|
365 | 0.7% |
P
S
|
52,735 | $4,180,303 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES:CORE US...
|
ETF | 0.52% | 0.55% |
#17
3
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
34,482 | $3,423,028 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCIT
VANGUARD INT CR...
|
Bond/Debt | 0.46% | 0.48% |
#18
3
Prev: #15
|
0.7 |
—
|
360 | 1.0% |
P
S
|
36,575 | $3,026,581 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGSH
VANGUARD ST TRS...
|
ETF | 0.34% | 0.35% |
#19
3
Prev: #16
|
0.6 |
—
|
135 | 0.4% |
P
S
|
38,295 | $2,241,789 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGIT
VANGUARD INT TR...
|
Bond/Debt | 0.30% | 0.31% |
#20
3
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
32,955 | $1,962,470 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VO
VANGUARD MD-CP ...
|
ETF | 0.24% | 0.25% |
#21
2
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
5,533 | $1,588,968 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNK
SS SPDR BBG HIG...
|
Bond/Debt | 0.21% | 4.31% |
#22
14
Prev: #8
|
0.1 |
—
|
-265,630 | -94.9% |
P
S
|
14,196 | $1,358,888 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWB
ISHARES:RUSS 10...
|
ETF | 0.16% | 0.18% |
#23
3
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
3,000 | $1,069,680 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSG
ISHARES S&P GSC...
|
Bond/Debt | 0.00% | 0.08% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-21,605 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-9,150 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.26% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-54,585 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-26 of 26 holdings