Chandler Asset Management, Inc.
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$659.4M
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES:CORE S&P 500
Held since at least Q1 2024
18.7%
02
$BND
VANGUARD TOT BD ETF
Held since at least Q1 2024
17.8%
03
$IJH
ISHARES:CORE S&P MD-CP
Held since at least Q1 2024
9.3%
04
$VEA
VANGUARD DEV MKT ETF
Held since at least Q1 2024
8.3%
05
$VWO
VANGUARD EM ST I ETF
Held since at least Q1 2024
7.6%
06
$VB
VANGUARD S-C ID ETF
Held since at least Q1 2024
7.6%
07
$VTI
VANGUARD TSM IDX ETF
Held since at least Q1 2024
5.1%
08
$VNQ
VANGUARD RE IDX ETF
Held since at least Q1 2024
4.8%
09
$USHY
ISHARES:BRD USD HY CP BD
Held since at least Q1 2024
4.4%
10
$TDTF
FLEXSHS:IB 5Y TD TIPS
Held since at least Q1 2024
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:07 UTC.