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 | $750.46 | 0.71% | 20.75% | 76.27% | $123.3M | 18.70% | — | HELD |
| 2 | BND | VANGUARD TOT BD ETF | $72.23 | -0.26% | 1.67% | -2.00% | $117.2M | 17.78% | — | HELD |
| 3 | IJH | ISHARES:CORE S&P MD-CP | $75.29 | -0.08% | 22.45% | 46.59% | $61.5M | 9.33% | — | HELD |
| 4 | VEA | VANGUARD DEV MKT ETF | $70.63 | -0.65% | 30.57% | 58.27% | $54.9M | 8.32% | — | HELD |
| 5 | VWO | VANGUARD EM ST I ETF | $58.76 | 0.97% | 20.53% | 30.20% | $50.2M | 7.61% | — | HELD |
| 6 | VB | VANGUARD S-C ID ETF | $295.02 | -0.26% | 26.19% | 40.81% | $50.1M | 7.60% | — | HELD |
| 7 | VTI | VANGUARD TSM IDX ETF | $368.22 | 0.53% | 21.20% | 68.49% | $33.3M | 5.05% | — | HELD |
| 8 | VNQ | VANGUARD RE IDX ETF | $98.95 | -0.54% | 16.22% | 11.04% | $31.8M | 4.82% | — | HELD |
| 9 | USHY | ISHARES:BRD USD HY CP BD | $36.78 | -0.03% | 5.34% | 21.15% | $29.0M | 4.40% | — | HELD |
| 10 | TDTF | FLEXSHS:IB 5Y TD TIPS | $23.48 | -0.04% | 2.15% | 5.73% | $26.3M | 3.99% | — | HELD |
| 11 | BNDX | VANGUARD TOT ITL BI ETF | $47.77 | -0.23% | 0.77% | 0.04% | $19.3M | 2.93% | — | HELD |
| 12 | VNQI | VANGUARD GXUS RE ETF | $46.03 | -1.14% | 5.77% | -4.79% | $18.9M | 2.87% | — | HELD |
| 13 | IAU | ISHARES:GOLD TRUST | $76.17 | -1.46% | 22.14% | 123.86% | $9.6M | 1.46% | — | HELD |
| 14 | BCI | ABRDN:BBG AC STR K1 FREE | $23.93 | -0.21% | 35.79% | 62.15% | $9.2M | 1.39% | — | HELD |
| 15 | VMBS | VANGUARD MTG-BK IDX ETF | $46.06 | -0.41% | 3.75% | 1.77% | $5.9M | 0.89% | — | HELD |
| 16 | VCSH | VANGUARD ST CORP BD ETF | $78.62 | -0.06% | 3.13% | 12.21% | $4.2M | 0.63% | — | HELD |
| 17 | AGG | ISHARES:CORE US AGG BD | $97.39 | -0.24% | 1.78% | -1.82% | $3.4M | 0.52% | — | HELD |
| 18 | VCIT | VANGUARD INT CRP BD ETF | $81.26 | -0.15% | 2.35% | 3.75% | $3.0M | 0.46% | — | HELD |
| 19 | VGSH | VANGUARD ST TRS ETF | $58.10 | -0.05% | 2.63% | 9.77% | $2.2M | 0.34% | — | HELD |
| 20 | VGIT | VANGUARD INT TRS ETF | $58.35 | -0.17% | 1.29% | -0.75% | $2.0M | 0.30% | — | HELD |
| 21 | VO | VANGUARD MD-CP I ETF | $80.94 | -0.06% | 16.07% | 40.55% | $1.6M | 0.24% | — | HELD |
| 22 | JNK | SS SPDR BBG HIGH YLD BD | $95.68 | 0.02% | 5.44% | 18.17% | $1.4M | 0.21% | — | HELD |
| 23 | IWB | ISHARES:RUSS 1000 ETF | $408.30 | 0.62% | 20.01% | 69.99% | $1.1M | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001665018-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.