CHANDLER ASSET MANAGEMENT, INC.

PrivateCIK: 1665018

Location

SAN DIEGO, CA

Positions

$659.39M

Total AUM (reported)

8.67M

Total Shares

Allocation by class

ISHARES CORE S&P 500 ETF$123.29M18.7%

VANGUARD TOTAL BOND MARKET$117.23M17.8%

ISHARES CORE S&P MIDCAP ETF$61.51M9.3%

VANGUARD FTSE DEVELOPED ETF$54.88M8.3%

VANGUARD FTSE EMERGING MARKE$50.16M7.6%

VANGUARD SMALL-CAP ETF$50.11M7.6%

VANGUARD TOTAL STOCK MKT ETF$33.31M5.1%

Portfolio Concentration

Top 3$302.03M45.8%

4–10$275.59M41.8%

11–25$81.78M12.4%

Top 3 weight

45.8%

Top 10 weight

87.6%

Voting Authority Distribution

Total shares with voting rights: 8.67M

Sole

Full voting authority

6.16M

% of voting shares71.1%

Shared

Joint voting authority

2.51M

% of voting shares28.9%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole23

Shared0

Other0

Dominant voting typeSole · 71.1% of voting shares

Institutional Holdings23

Rows:

ISHARES:CORE S&P 500

SOLE

ISHARES CORE S&P 500 ETF

Shares188.74K

TypeSH

Market value$123.29M

18.70%

Sole

155.47K

Shared

33.27K

None

0.00

VANGUARD TOT BD ETF

SOLE

VANGUARD TOTAL BOND MARKET

Shares1.59M

TypeSH

Market value$117.23M

17.78%

Sole

992.21K

Shared

599.75K

None

0.00

ISHARES:CORE S&P MD-CP

SOLE

ISHARES CORE S&P MIDCAP ETF

Shares910.86K

TypeSH

Market value$61.51M

9.33%

Sole

831.42K

Shared

79.44K

None

0.00

VANGUARD DEV MKT ETF

SOLE

VANGUARD FTSE DEVELOPED ETF

Shares856.47K

TypeSH

Market value$54.88M

8.32%

Sole

678.94K

Shared

177.53K

None

0.00

VANGUARD EM ST I ETF

SOLE

VANGUARD FTSE EMERGING MARKE

Shares928.12K

TypeSH

Market value$50.16M

7.61%

Sole

638.17K

Shared

289.95K

None

0.00

VANGUARD S-C ID ETF

SOLE

VANGUARD SMALL-CAP ETF

Shares191.30K

TypeSH

Market value$50.11M

7.60%

Sole

170.62K

Shared

20.68K

None

0.00

VANGUARD TSM IDX ETF

SOLE

VANGUARD TOTAL STOCK MKT ETF

Shares103.83K

TypeSH

Market value$33.31M

5.05%

Sole

103.83K

Shared

0.00

None

0.00

VANGUARD RE IDX ETF

SOLE

VANGUARD REAL ESTATE ETF

Shares358.26K

TypeSH

Market value$31.78M

4.82%

Sole

300.14K

Shared

58.12K

None

0.00

ISHARES:BRD USD HY CP BD

SOLE

ISHARES BROAD USD HIGH YIELD

Shares787.92K

TypeSH

Market value$29.03M

4.40%

Sole

473.06K

Shared

314.87K

None

0.00

FLEXSHS:IB 5Y TD TIPS

SOLE

FLEXSHARES IBOXX 5-YEAR TARG

Shares1.09M

TypeSH

Market value$26.32M

3.99%

Sole

648.13K

Shared

443.52K

None

0.00

VANGUARD TOT ITL BI ETF

SOLE

VANGUARD TOTAL INTL BOND ETF

Shares402.67K

TypeSH

Market value$19.35M

2.93%

Sole

242.18K

Shared

160.49K

None

0.00

VANGUARD GXUS RE ETF

SOLE

VANGUARD GLBL EX-US REAL EST

Shares425.06K

TypeSH

Market value$18.89M

2.87%

Sole

307.95K

Shared

117.11K

None

0.00

ISHARES:GOLD TRUST

SOLE

ISHARES GOLD TRUST

Shares109.20K

TypeSH

Market value$9.63M

1.46%

Sole

69.13K

Shared

40.08K

None

0.00

ABRDN:BBG AC STR K1 FREE

SOLE

ABRDN BLOOMBERG ALL COMMODIT

Shares377.28K

TypeSH

Market value$9.16M

1.39%

Sole

235.39K

Shared

141.89K

None

0.00

VANGUARD MTG-BK IDX ETF

SOLE

VANGUARD MORTGAGE-BACKED SEC

Shares125.47K

TypeSH

Market value$5.89M

0.89%

Sole

125.47K

Shared

0.00

None

0.00

VANGUARD ST CORP BD ETF

SOLE

VANGUARD S/T CORP BOND ETF

Shares52.73K

TypeSH

Market value$4.18M

0.63%

Sole

52.73K

Shared

0.00

None

0.00

ISHARES:CORE US AGG BD

SOLE

ISHARES CORE U.S. AGGREGATE

Shares34.48K

TypeSH

Market value$3.42M

0.52%

Sole

13.58K

Shared

20.90K

None

0.00

VANGUARD INT CRP BD ETF

SOLE

VANGUARD INT-TERM CORPORATE

Shares36.58K

TypeSH

Market value$3.03M

0.46%

Sole

36.58K

Shared

0.00

None

0.00

VANGUARD ST TRS ETF

SOLE

VANGUARD SHORT-TERM TREASURY

Shares38.30K

TypeSH

Market value$2.24M

0.34%

Sole

38.30K

Shared

0.00

None

0.00

VANGUARD INT TRS ETF

SOLE

VANGUARD INTERMEDIATE-TERM T

Shares32.95K

TypeSH

Market value$1.96M

0.30%

Sole

32.95K

Shared

0.00

None

0.00

VANGUARD MD-CP I ETF

SOLE

VANGUARD MID-CAP ETF

Shares5.53K

TypeSH

Market value$1.59M

0.24%

Sole

0.00

Shared

5.53K

None

0.00

SS SPDR BBG HIGH YLD BD

SOLE

SS SPDR BB HIGH YIELD BOND

Shares14.20K

TypeSH

Market value$1.36M

0.21%

Sole

14.20K

Shared

0.00

None

0.00

ISHARES:RUSS 1000 ETF

SOLE

ISHARES RUSSELL 1000 ETF

Shares3K

TypeSH

Market value$1.07M

0.16%

Sole

0.00

Shared

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
ISHARES:CORE S&P 500SOLE	ISHARES CORE S&P 500 ETF	188.74K	SH	$123.29M 18.70%	155.47K	33.27K
VANGUARD TOT BD ETFSOLE	VANGUARD TOTAL BOND MARKET	1.59M	SH	$117.23M 17.78%	992.21K	599.75K
ISHARES:CORE S&P MD-CPSOLE	ISHARES CORE S&P MIDCAP ETF	910.86K	SH	$61.51M 9.33%	831.42K	79.44K
VANGUARD DEV MKT ETFSOLE	VANGUARD FTSE DEVELOPED ETF	856.47K	SH	$54.88M 8.32%	678.94K	177.53K
VANGUARD EM ST I ETFSOLE	VANGUARD FTSE EMERGING MARKE	928.12K	SH	$50.16M 7.61%	638.17K	289.95K
VANGUARD S-C ID ETFSOLE	VANGUARD SMALL-CAP ETF	191.30K	SH	$50.11M 7.60%	170.62K	20.68K
VANGUARD TSM IDX ETFSOLE	VANGUARD TOTAL STOCK MKT ETF	103.83K	SH	$33.31M 5.05%	103.83K	0.00
VANGUARD RE IDX ETFSOLE	VANGUARD REAL ESTATE ETF	358.26K	SH	$31.78M 4.82%	300.14K	58.12K
ISHARES:BRD USD HY CP BDSOLE	ISHARES BROAD USD HIGH YIELD	787.92K	SH	$29.03M 4.40%	473.06K	314.87K
FLEXSHS:IB 5Y TD TIPSSOLE	FLEXSHARES IBOXX 5-YEAR TARG	1.09M	SH	$26.32M 3.99%	648.13K	443.52K
VANGUARD TOT ITL BI ETFSOLE	VANGUARD TOTAL INTL BOND ETF	402.67K	SH	$19.35M 2.93%	242.18K	160.49K
VANGUARD GXUS RE ETFSOLE	VANGUARD GLBL EX-US REAL EST	425.06K	SH	$18.89M 2.87%	307.95K	117.11K
ISHARES:GOLD TRUSTSOLE	ISHARES GOLD TRUST	109.20K	SH	$9.63M 1.46%	69.13K	40.08K
ABRDN:BBG AC STR K1 FREESOLE	ABRDN BLOOMBERG ALL COMMODIT	377.28K	SH	$9.16M 1.39%	235.39K	141.89K
VANGUARD MTG-BK IDX ETFSOLE	VANGUARD MORTGAGE-BACKED SEC	125.47K	SH	$5.89M 0.89%	125.47K	0.00
VANGUARD ST CORP BD ETFSOLE	VANGUARD S/T CORP BOND ETF	52.73K	SH	$4.18M 0.63%	52.73K	0.00
ISHARES:CORE US AGG BDSOLE	ISHARES CORE U.S. AGGREGATE	34.48K	SH	$3.42M 0.52%	13.58K	20.90K
VANGUARD INT CRP BD ETFSOLE	VANGUARD INT-TERM CORPORATE	36.58K	SH	$3.03M 0.46%	36.58K	0.00
VANGUARD ST TRS ETFSOLE	VANGUARD SHORT-TERM TREASURY	38.30K	SH	$2.24M 0.34%	38.30K	0.00
VANGUARD INT TRS ETFSOLE	VANGUARD INTERMEDIATE-TERM T	32.95K	SH	$1.96M 0.30%	32.95K	0.00
VANGUARD MD-CP I ETFSOLE	VANGUARD MID-CAP ETF	5.53K	SH	$1.59M 0.24%	0.00	5.53K
SS SPDR BBG HIGH YLD BDSOLE	SS SPDR BB HIGH YIELD BOND	14.20K	SH	$1.36M 0.21%	14.20K	0.00
ISHARES:RUSS 1000 ETFSOLE	ISHARES RUSSELL 1000 ETF	3K	SH	$1.07M 0.16%	0.00	3K