Charter Oak Capital Management
Latest statistics and disclosures from Charter Oak Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, VXUS, VXF, BSV, and represent 59.98% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IGIB (+$14M), AGG (+$9.1M), IVV (+$8.0M), VXUS (+$6.4M), BSV, VXF, VOO, MS, Te Connectivity, SPXL.
- Started 17 new stock positions in DUK, TJX, LQD, CMCSA, EPD, DVY, Te Connectivity, ISRG, IGR, MS. GD, USMV, AMGN, MA, ADP, FUTY, BX.
- Reduced shares in these 10 stocks: , VEU, BND, , IYG, SIBN, ADI, SSO, CHD, NVDL.
- Sold out of its positions in CHD, NVDL, IYG, SPTI, SIBN, TEL.
- Charter Oak Capital Management was a net buyer of stock by $59M.
- Charter Oak Capital Management has $1.1B in assets under management (AUM), dropping by 11.68%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 186 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.9 | $299M | +2% | 518k | 576.82 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 14.2 | $152M | +6% | 1.5M | 101.27 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.5 | $70M | +10% | 1.1M | 64.74 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 6.2 | $67M | +4% | 367k | 181.99 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.0 | $54M | +8% | 686k | 78.69 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.3 | $46M | +42% | 862k | 53.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.8 | $40M | 641k | 63.00 |
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| Ishares Tr Core Msci Total (IXUS) | 3.5 | $37M | 511k | 72.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $30M | +9% | 58k | 527.67 |
|
| Apple (AAPL) | 1.8 | $19M | +4% | 81k | 233.00 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $14M | +4% | 265k | 52.66 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $10M | 87k | 119.55 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $10M | -4% | 135k | 75.11 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.9 | $9.5M | 79k | 120.37 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.8 | $8.8M | 153k | 57.22 |
|
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $8.8M | +4% | 142k | 61.51 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $7.6M | +8% | 80k | 95.49 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $7.0M | 73k | 95.75 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $5.8M | -2% | 257k | 22.70 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $5.6M | 55k | 101.65 |
|
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.5 | $5.2M | -2% | 103k | 50.43 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $5.2M | +5% | 26k | 197.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.7M | +10% | 8.2k | 573.77 |
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| Microsoft Corporation (MSFT) | 0.4 | $4.1M | +15% | 9.6k | 430.30 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $3.9M | -4% | 67k | 59.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.8M | -4% | 13k | 283.17 |
|
| Analog Devices (ADI) | 0.4 | $3.8M | -7% | 16k | 230.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.7M | 19k | 198.05 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.7M | +7% | 9.5k | 383.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.6M | +6% | 21k | 174.57 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $3.3M | +5% | 41k | 82.53 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $3.2M | 46k | 71.10 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.0M | +12% | 121k | 25.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.8M | +6% | 54k | 52.81 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.6M | -3% | 32k | 83.15 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $2.6M | +54% | 16k | 163.95 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.5M | +30% | 52k | 48.59 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.5M | 60k | 41.82 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.4M | 29k | 84.17 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | +31% | 20k | 117.22 |
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| salesforce (CRM) | 0.2 | $2.2M | 8.2k | 273.71 |
|
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.0M | 42k | 48.68 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | +13% | 8.8k | 210.87 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.8M | 17k | 108.79 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +9% | 11k | 162.06 |
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| Procter & Gamble Company (PG) | 0.2 | $1.8M | +6% | 11k | 173.20 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $1.8M | 23k | 78.39 |
|
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| Abbvie (ABBV) | 0.2 | $1.7M | +8% | 8.8k | 197.48 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $1.7M | +3% | 73k | 23.79 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.7M | 6.1k | 282.19 |
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| Medtronic SHS (MDT) | 0.2 | $1.7M | +3% | 19k | 90.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.7M | +2% | 35k | 47.85 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.6M | 3.1k | 505.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.5M | 9.9k | 151.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | +23% | 12k | 128.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.5M | NEW | 14k | 104.24 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.4M | +3% | 11k | 126.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | -8% | 2.3k | 586.55 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.4M | -4% | 19k | 72.80 |
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| Merck & Co (MRK) | 0.1 | $1.3M | +3% | 12k | 113.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | +4% | 17k | 78.05 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.3M | -4% | 19k | 67.73 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $1.3M | -3% | 7.4k | 174.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 5.7k | 220.87 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.3M | +2% | 2.6k | 491.88 |
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| Amazon (AMZN) | 0.1 | $1.2M | +18% | 6.4k | 186.33 |
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| Te Connectivity Ord Shs | 0.1 | $1.1M | NEW | 7.6k | 150.98 |
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| Nextera Energy (NEE) | 0.1 | $1.1M | 14k | 84.53 |
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| Home Depot (HD) | 0.1 | $1.1M | +12% | 2.8k | 405.17 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | -10% | 5.6k | 202.07 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.1M | 9.0k | 121.44 |
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| Pepsi (PEP) | 0.1 | $1.1M | +7% | 6.3k | 170.04 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | +7% | 8.6k | 121.16 |
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | +17% | 3.4k | 304.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.0M | 2.2k | 460.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | +54% | 6.1k | 167.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $967k | 16k | 62.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $940k | +2% | 1.1k | 885.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $854k | +7% | 1.8k | 488.08 |
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| UnitedHealth (UNH) | 0.1 | $815k | +28% | 1.4k | 584.50 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $802k | 18k | 45.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $790k | +5% | 6.3k | 125.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $786k | +8% | 3.3k | 237.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $777k | +14% | 9.6k | 80.75 |
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| Deere & Company (DE) | 0.1 | $773k | +19% | 1.9k | 417.38 |
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| Yum! Brands (YUM) | 0.1 | $745k | -2% | 5.3k | 139.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $735k | +8% | 3.9k | 189.80 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $734k | +2% | 7.7k | 95.50 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $716k | +3% | 8.1k | 88.44 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $694k | +3% | 5.2k | 133.67 |
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| Broadcom (AVGO) | 0.1 | $686k | +1578% | 4.0k | 172.52 |
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| Caterpillar (CAT) | 0.1 | $684k | +21% | 1.7k | 391.23 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $671k | +14% | 8.4k | 79.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $658k | -10% | 12k | 57.41 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $656k | +5% | 4.4k | 149.64 |
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| Ameriprise Financial (AMP) | 0.1 | $654k | +4% | 1.4k | 469.81 |
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| Qualcomm (QCOM) | 0.1 | $641k | +10% | 3.8k | 170.06 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $634k | 6.2k | 101.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $620k | +23% | 3.7k | 165.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $618k | 5.3k | 116.95 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $579k | 9.5k | 60.93 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $564k | -6% | 2.8k | 200.37 |
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| Marriott Intl Cl A (MAR) | 0.1 | $564k | 2.3k | 248.61 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $555k | +3% | 10k | 55.08 |
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| Chevron Corporation (CVX) | 0.1 | $543k | 3.7k | 147.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $538k | +7% | 1.4k | 375.38 |
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| Intel Corporation (INTC) | 0.1 | $538k | 23k | 23.46 |
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| International Business Machines (IBM) | 0.1 | $536k | +8% | 2.4k | 221.08 |
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| Coca-Cola Company (KO) | 0.0 | $532k | +2% | 7.4k | 71.86 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $524k | +5% | 5.8k | 90.40 |
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| Visa Com Cl A (V) | 0.0 | $502k | +50% | 1.8k | 274.91 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $483k | NEW | 979.00 | 493.78 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $483k | 12k | 41.52 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $478k | 1.8k | 263.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $471k | -17% | 4.3k | 108.64 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $467k | +6% | 4.5k | 103.91 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $455k | -11% | 6.4k | 70.61 |
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| Oracle Corporation (ORCL) | 0.0 | $449k | +64% | 2.6k | 170.37 |
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| Abbott Laboratories (ABT) | 0.0 | $437k | +12% | 3.8k | 114.00 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $420k | -9% | 8.2k | 51.04 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $412k | +36% | 4.2k | 98.10 |
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| Cisco Systems (CSCO) | 0.0 | $412k | -3% | 7.7k | 53.22 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $405k | -6% | 1.8k | 225.72 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $400k | 1.8k | 218.48 |
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| Lowe's Companies (LOW) | 0.0 | $396k | +26% | 1.5k | 270.83 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $381k | 5.3k | 71.59 |
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| Yum China Holdings (YUMC) | 0.0 | $373k | -2% | 8.3k | 45.02 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $366k | +2% | 15k | 24.08 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $362k | 15k | 23.45 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $358k | 4.9k | 73.42 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $358k | +4% | 578.00 | 619.11 |
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| Walt Disney Company (DIS) | 0.0 | $351k | 3.6k | 96.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $350k | +10% | 3.6k | 97.43 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $348k | -6% | 6.7k | 51.82 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $348k | 6.9k | 50.74 |
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| Iron Mountain (IRM) | 0.0 | $347k | 2.9k | 118.83 |
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| General Mills (GIS) | 0.0 | $344k | 4.7k | 73.85 |
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| Verizon Communications (VZ) | 0.0 | $335k | -5% | 7.4k | 44.91 |
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| At&t (T) | 0.0 | $333k | +5% | 15k | 22.00 |
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| Boeing Company (BA) | 0.0 | $331k | -6% | 2.2k | 152.04 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $326k | -4% | 6.4k | 51.24 |
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| Pfizer (PFE) | 0.0 | $326k | -3% | 11k | 28.94 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $313k | +37% | 3.7k | 83.76 |
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| AFLAC Incorporated (AFL) | 0.0 | $309k | 2.8k | 111.79 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $304k | 3.7k | 83.20 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $304k | -13% | 2.7k | 110.48 |
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| Cigna Corp (CI) | 0.0 | $304k | -13% | 876.00 | 346.44 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $303k | -4% | 2.0k | 154.03 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $301k | -45% | 3.3k | 90.17 |
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| Realty Income (O) | 0.0 | $292k | +15% | 4.6k | 63.43 |
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| Meta Platforms Cl A (META) | 0.0 | $290k | +13% | 507.00 | 572.04 |
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| TJX Companies (TJX) | 0.0 | $288k | NEW | 2.5k | 117.54 |
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| Hartford Financial Services (HIG) | 0.0 | $285k | 2.4k | 117.62 |
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| Honeywell International (HON) | 0.0 | $285k | -8% | 1.4k | 206.71 |
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| Carrier Global Corporation (CARR) | 0.0 | $283k | +8% | 3.5k | 80.49 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $280k | -8% | 2.5k | 110.65 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $275k | +14% | 2.3k | 119.70 |
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| Advanced Micro Devices (AMD) | 0.0 | $269k | +12% | 1.6k | 164.08 |
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| Bank of America Corporation (BAC) | 0.0 | $266k | +23% | 6.7k | 39.68 |
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| Ge Aerospace Com New (GE) | 0.0 | $265k | +5% | 1.4k | 188.54 |
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| Union Pacific Corporation (UNP) | 0.0 | $264k | +6% | 1.1k | 246.57 |
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| Automatic Data Processing (ADP) | 0.0 | $264k | NEW | 955.00 | 276.73 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $263k | +9% | 2.5k | 103.96 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $259k | 1.1k | 245.45 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $256k | +6% | 3.6k | 70.56 |
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| Amgen (AMGN) | 0.0 | $256k | NEW | 794.00 | 322.14 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $256k | NEW | 2.3k | 112.96 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $249k | 958.00 | 260.07 |
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| Enterprise Products Partners (EPD) | 0.0 | $248k | NEW | 8.5k | 29.11 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $247k | +14% | 2.8k | 87.81 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $242k | NEW | 5.8k | 41.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $242k | NEW | 1.6k | 153.09 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $233k | 1.0k | 223.02 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $233k | 7.0k | 33.23 |
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| Netflix (NFLX) | 0.0 | $227k | 320.00 | 708.92 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $226k | NEW | 2.0k | 115.30 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $221k | NEW | 1.6k | 135.07 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $219k | -3% | 4.6k | 47.21 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $219k | +9% | 15k | 14.69 |
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| General Dynamics Corporation (GD) | 0.0 | $216k | NEW | 714.00 | 302.32 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $215k | -12% | 5.2k | 41.40 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $215k | NEW | 4.1k | 51.82 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $214k | NEW | 436.00 | 491.27 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $212k | NEW | 2.3k | 91.32 |
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| Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.0 | $71k | +7% | 11k | 6.65 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $69k | NEW | 11k | 6.57 |
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Past Filings by Charter Oak Capital Management
SEC 13F filings are viewable for Charter Oak Capital Management going back to 2020
- Charter Oak Capital Management 2024 Q3 filed Oct. 30, 2024
- Charter Oak Capital Management 2024 Q2 filed July 24, 2024
- Charter Oak Capital Management 2024 Q1 filed April 23, 2024
- Charter Oak Capital Management 2023 Q4 filed Jan. 26, 2024
- Charter Oak Capital Management 2023 Q3 filed Oct. 5, 2023
- Charter Oak Capital Management 2023 Q2 filed July 20, 2023
- Charter Oak Capital Management 2023 Q1 filed April 19, 2023
- Charter Oak Capital Management 2022 Q4 filed Jan. 20, 2023
- Charter Oak Capital Management 2022 Q3 filed Dec. 6, 2022
- Charter Oak Capital Management 2022 Q2 filed July 21, 2022
- Charter Oak Capital Management 2022 Q1 filed May 5, 2022
- Charter Oak Capital Management 2021 Q4 filed Feb. 9, 2022
- Charter Oak Capital Management 2021 Q3 filed Nov. 8, 2021
- Charter Oak Capital Management 2021 Q2 filed July 29, 2021
- Charter Oak Capital Management 2021 Q1 filed May 17, 2021
- Charter Oak Capital Management 2020 Q4 filed Feb. 12, 2021