Equal-WT
WhaleScore 2.0
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Chandler Asset Management is based out of San Diego. Chandler Asset Management is a large advisory firm with 818 clients and discretionary assets under management (AUM) of $29,553,709,614 (Form ADV from 2024-02-02). Their last reported 13F filing for Q4 2023 included $434,577,617 in managed 13F securities
and a top 10 holdings concentration of 95.97%. Chandler Asset Management's largest holding is VANGUARD TOTAL BOND MARKET INDEX FUND-ETF Shares with shares held of 1,241,127. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BND VANGUARD TOTAL BOND | 1.37% |
IJH iShares Core S&P Mid | 1.04% |
VNQ Vanguard Real Estate | 0.78% |
VEA VANGUARD DEVELOPED M | 0.46% |
IJR iShares Core S&P Sma | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VTI VANGUARD TOTAL STOCK | 5.68% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BND VANGUARD TOTAL BOND | 21.01% |
IJH iShares Core S&P Mid | 19.66% |
IVV iShares Core S&P 500 | 16.14% |
VB VANGUARD SMALL-CAP I | 12.53% |
VEA VANGUARD DEVELOPED M | 9.1% |
2023-12-31
13F Activity
Market Value | $435m, Prior: $412m |
New Purchases | 3 stocks |
Added To | 16 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 3 stocks |
Top 10 Holdings % | 95.97% |
Turnover %[1] | 11.54% |
Turnover Alt %[2] | 0.29% |
Time Held Top 20 | 12.9 quarters |
Time Held Top 10 | 13 quarters |
Time Held All | 11.46 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31