Institutional
Chandler Asset Management, Inc.
CIK 0001665018
$659.4M
Reported AUM
23
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Chandler Asset Management, Inc. · Q1 2026
AI · grounded in 13F
Chandler Asset Management, Inc. established a new position in USHY valued at $29.03M. The fund also opened a new position in TDTF for $26.32M and added IAU with a $9.63M investment. On the sell side, the fund trimmed its holdings in JNK by 94.93% and IJH by 38.28%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES:CORE S&P 500 | $733.12 | -1.49% | 20.42% | 75.78% | $123.3M | 18.70% | — | HELD |
| 2 | BND | VANGUARD TOT BD ETF | $72.38 | -0.36% | 2.10% | -1.58% | $117.2M | 17.78% | — | HELD |
| 3 | IJH | ISHARES:CORE S&P MD-CP | $74.73 | -1.71% | 22.47% | 46.61% | $61.5M | 9.33% | — | HELD |
| 4 | VEA | VANGUARD DEV MKT ETF | $68.95 | -0.93% | 27.83% | 54.95% | $54.9M | 8.32% | — | HELD |
| 5 | VWO | VANGUARD EM ST I ETF | $56.92 | -1.42% | 17.90% | 27.36% | $50.2M | 7.61% | — | HELD |
| 6 | VB | VANGUARD S-C ID ETF | $293.00 | -1.66% | 27.11% | 41.84% | $50.1M | 7.60% | — | HELD |
| 7 | VTI | VANGUARD TSM IDX ETF | $360.42 | -1.52% | 21.10% | 68.36% | $33.3M | 5.05% | — | HELD |
| 8 | VNQ | VANGUARD RE IDX ETF | $100.66 | -0.29% | 17.59% | 12.35% | $31.8M | 4.82% | — | HELD |
| 9 | USHY | ISHARES:BRD USD HY CP BD | $36.67 | -0.19% | 5.00% | 20.76% | $29.0M | 4.40% | — | HELD |
| 10 | TDTF | FLEXSHS:IB 5Y TD TIPS | $23.49 | 0.26% | 2.19% | 5.78% | $26.3M | 3.99% | — | HELD |
| 11 | BNDX | VANGUARD TOT ITL BI ETF | $47.81 | -0.38% | 0.99% | 0.26% | $19.3M | 2.93% | — | HELD |
| 12 | VNQI | VANGUARD GXUS RE ETF | $45.93 | -0.39% | 5.71% | -4.84% | $18.9M | 2.87% | — | HELD |
| 13 | IAU | ISHARES:GOLD TRUST | $76.04 | 0.45% | 20.15% | 120.21% | $9.6M | 1.46% | — | HELD |
| 14 | BCI | ABRDN:BBG AC STR K1 FREE | $24.03 | 1.61% | 36.08% | 62.49% | $9.2M | 1.39% | — | HELD |
| 15 | VMBS | VANGUARD MTG-BK IDX ETF | $46.19 | -0.39% | 3.61% | 1.64% | $5.9M | 0.89% | — | HELD |
| 16 | VCSH | VANGUARD ST CORP BD ETF | $78.61 | -0.01% | 3.06% | 12.13% | $4.2M | 0.63% | — | HELD |
| 17 | AGG | ISHARES:CORE US AGG BD | $97.55 | -0.38% | 2.27% | -1.35% | $3.4M | 0.52% | — | HELD |
| 18 | VCIT | VANGUARD INT CRP BD ETF | $81.26 | -0.31% | 2.20% | 3.60% | $3.0M | 0.46% | — | HELD |
| 19 | VGSH | VANGUARD ST TRS ETF | $58.12 | 0.07% | 2.62% | 9.75% | $2.2M | 0.34% | — | HELD |
| 20 | VGIT | VANGUARD INT TRS ETF | $58.43 | -0.19% | 1.44% | -0.60% | $2.0M | 0.30% | — | HELD |
| 21 | VO | VANGUARD MD-CP I ETF | $80.62 | -0.90% | 16.56% | 41.14% | $1.6M | 0.24% | — | HELD |
| 22 | JNK | SS SPDR BBG HIGH YLD BD | $95.39 | -0.23% | 5.02% | 17.70% | $1.4M | 0.21% | — | HELD |
| 23 | IWB | ISHARES:RUSS 1000 ETF | $399.27 | -1.56% | 18.08% | 67.26% | $1.1M | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001665018-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.