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, IGIB, VXF, and represent 61.41% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VUSB (+$29M), VXUS (+$7.4M), IGIB (+$5.4M), AGG, VYM, REGN, NUBD, MKL, EUSB, QCOM.
- Started 10 new stock positions in DUK, MKL, XJR, ESGE, TD, IAU, CB, ES, REGN, GLD.
- Reduced shares in these 10 stocks: BSV (-$14M), IVV (-$9.9M), IXUS, VEU, BND, SLQD, IGSB, SHY, VXF, VOO.
- Sold out of its positions in CARR, HIG, IAGG, KMI.
- Charter Oak Capital Management was a net buyer of stock by $17M.
- Charter Oak Capital Management has $1.3B in assets under management (AUM), dropping by 2.87%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 208 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.8 | $338M | -2% | 493k | 684.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 14.1 | $185M | +2% | 1.8M | 99.88 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 9.6 | $126M | +6% | 1.7M | 75.44 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 6.3 | $82M | +7% | 1.5M | 53.88 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.7 | $75M | 358k | 209.12 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.7 | $62M | -18% | 782k | 78.81 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.9 | $38M | -4% | 513k | 73.56 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.7 | $35M | -4% | 415k | 84.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $30M | 48k | 627.12 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.2 | $29M | +8149% | 579k | 49.84 |
|
| Apple (AAPL) | 1.6 | $21M | 79k | 271.86 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $13M | -7% | 243k | 52.88 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $11M | 81k | 141.49 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $11M | 157k | 71.62 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.8 | $10M | -2% | 72k | 139.35 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $9.2M | 90k | 102.54 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $9.1M | -2% | 135k | 67.13 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $8.3M | -3% | 68k | 123.26 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $8.0M | -14% | 109k | 74.07 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $6.4M | -4% | 53k | 120.96 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $6.0M | +11% | 270k | 22.36 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $5.5M | 26k | 212.07 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $4.9M | 10k | 483.64 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $4.7M | 25k | 190.99 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.5M | -3% | 6.5k | 681.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.4M | -6% | 9.1k | 487.87 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.3 | $4.2M | 40k | 105.00 |
|
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| Analog Devices (ADI) | 0.3 | $4.2M | 16k | 271.21 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.2M | 12k | 335.26 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.9M | 18k | 219.78 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.8M | +2% | 60k | 62.47 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.6M | 144k | 25.24 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.6M | +4% | 75k | 47.85 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.5M | +70% | 24k | 143.52 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.2M | +7% | 10k | 322.21 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $3.0M | -9% | 49k | 62.15 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $2.9M | -29% | 58k | 50.70 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.9M | +10% | 14k | 206.95 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.8M | -3% | 34k | 83.61 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.8M | 16k | 177.53 |
|
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $2.7M | 12k | 220.61 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.6M | 57k | 45.98 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.4M | -2% | 25k | 95.09 |
|
| PNC Financial Services (PNC) | 0.2 | $2.2M | -4% | 11k | 208.73 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $2.0M | -4% | 16k | 128.83 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $2.0M | +3% | 11k | 186.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.0M | -4% | 4.0k | 502.64 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.0M | +16% | 22k | 89.46 |
|
| Abbvie (ABBV) | 0.1 | $1.9M | 8.4k | 228.49 |
|
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| Amazon (AMZN) | 0.1 | $1.8M | 7.9k | 230.83 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | +19% | 9.7k | 183.41 |
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| salesforce (CRM) | 0.1 | $1.7M | 6.6k | 264.93 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.7M | 7.6k | 227.50 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.7M | -8% | 73k | 23.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.7M | -3% | 5.4k | 313.82 |
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| Medtronic SHS (MDT) | 0.1 | $1.7M | 17k | 96.06 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.7M | 11k | 148.98 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.6M | 2.4k | 676.53 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.6M | -11% | 8.0k | 199.67 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.6M | -7% | 17k | 90.40 |
|
| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $1.6M | +45% | 35k | 43.91 |
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| Broadcom (AVGO) | 0.1 | $1.5M | +4% | 4.5k | 346.07 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.5M | +3% | 11k | 141.06 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.5M | -17% | 31k | 48.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | +5% | 10k | 143.31 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | -17% | 12k | 120.34 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.5M | -37% | 18k | 82.82 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.5M | -2% | 8.4k | 173.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.4M | +2% | 4.5k | 312.98 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | 26k | 53.76 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.3M | -3% | 4.6k | 287.84 |
|
| Celestica (CLS) | 0.1 | $1.3M | 4.5k | 295.61 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.2M | -2% | 17k | 74.28 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +16% | 11k | 111.41 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $1.2M | 6.4k | 185.03 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | 1.1k | 1074.62 |
|
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| Merck & Co (MRK) | 0.1 | $1.2M | 11k | 105.26 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.1M | +15% | 2.5k | 449.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 1.9k | 614.46 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.1M | -14% | 4.2k | 257.02 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | -7% | 4.3k | 246.17 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | -20% | 1.4k | 753.73 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.0M | -3% | 14k | 74.94 |
|
| Nextera Energy (NEE) | 0.1 | $1.0M | +3% | 13k | 80.28 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.0M | +10% | 11k | 90.00 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.0M | +2% | 4.7k | 214.67 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | -5% | 3.9k | 257.95 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $994k | -13% | 1.7k | 579.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $966k | +10% | 14k | 67.22 |
|
| Visa Com Cl A (V) | 0.1 | $941k | 2.7k | 350.75 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $926k | 6.2k | 148.68 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $900k | -2% | 14k | 66.00 |
|
| Qualcomm (QCOM) | 0.1 | $887k | +56% | 5.2k | 171.05 |
|
| Watsco, Incorporated (WSO) | 0.1 | $859k | 2.6k | 336.95 |
|
|
| Yum! Brands (YUM) | 0.1 | $842k | -4% | 5.6k | 151.28 |
|
| Caterpillar (CAT) | 0.1 | $821k | +4% | 1.4k | 573.07 |
|
| McDonald's Corporation (MCD) | 0.1 | $816k | 2.7k | 305.64 |
|
|
| Home Depot (HD) | 0.1 | $808k | 2.3k | 344.08 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $801k | 3.8k | 210.34 |
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| Intel Corporation (INTC) | 0.1 | $799k | 22k | 36.90 |
|
|
| Deere & Company (DE) | 0.1 | $783k | 1.7k | 465.47 |
|
|
| Pepsi (PEP) | 0.1 | $777k | -5% | 5.4k | 143.53 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $747k | 6.2k | 121.27 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $740k | NEW | 958.00 | 771.87 |
|
| International Business Machines (IBM) | 0.1 | $736k | +8% | 2.5k | 296.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $708k | +3% | 1.5k | 473.30 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $695k | -7% | 1.2k | 570.95 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $695k | 13k | 54.77 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $670k | 4.5k | 148.17 |
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| Cisco Systems (CSCO) | 0.1 | $658k | +8% | 8.5k | 77.03 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $648k | +24% | 10k | 63.63 |
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| Ameriprise Financial (AMP) | 0.0 | $634k | -2% | 1.3k | 490.29 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $625k | -10% | 6.1k | 102.15 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $609k | 1.9k | 314.80 |
|
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| Intuit (INTU) | 0.0 | $606k | 915.00 | 662.42 |
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| Markel Corporation (MKL) | 0.0 | $604k | NEW | 281.00 | 2149.65 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $600k | 10k | 57.91 |
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| Chevron Corporation (CVX) | 0.0 | $600k | 3.9k | 152.40 |
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| Meta Platforms Cl A (META) | 0.0 | $586k | +31% | 888.00 | 659.78 |
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| TJX Companies (TJX) | 0.0 | $568k | -2% | 3.7k | 153.61 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $556k | -6% | 7.8k | 70.98 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $521k | -18% | 5.5k | 94.82 |
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| Abbott Laboratories (ABT) | 0.0 | $511k | 4.1k | 125.31 |
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| Coca-Cola Company (KO) | 0.0 | $505k | -5% | 7.2k | 69.91 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $502k | -6% | 4.2k | 120.19 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $501k | +96% | 3.5k | 143.98 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $494k | +37% | 6.2k | 79.73 |
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| Advanced Micro Devices (AMD) | 0.0 | $490k | -3% | 2.3k | 214.16 |
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| Oracle Corporation (ORCL) | 0.0 | $484k | 2.5k | 194.93 |
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| Honeywell International (HON) | 0.0 | $479k | +44% | 2.5k | 195.09 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $477k | -9% | 8.8k | 53.93 |
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| Amphenol Corp Cl A (APH) | 0.0 | $475k | 3.5k | 135.14 |
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| Si-bone (SIBN) | 0.0 | $473k | 24k | 19.72 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $473k | 4.0k | 117.72 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $454k | 5.0k | 91.39 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $432k | +12% | 8.5k | 50.58 |
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| Ge Aerospace Com New (GE) | 0.0 | $432k | 1.4k | 307.93 |
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| Allstate Corporation (ALL) | 0.0 | $429k | 2.1k | 208.10 |
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| At&t (T) | 0.0 | $420k | +9% | 17k | 24.84 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $419k | +7% | 3.9k | 107.12 |
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| Boeing Company (BA) | 0.0 | $397k | 1.8k | 217.13 |
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| Bank of America Corporation (BAC) | 0.0 | $396k | +28% | 7.2k | 55.00 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $392k | -7% | 3.0k | 128.91 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $389k | +100% | 3.3k | 119.41 |
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| Yum China Holdings (YUMC) | 0.0 | $384k | 8.1k | 47.74 |
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| UnitedHealth (UNH) | 0.0 | $384k | -8% | 1.2k | 330.25 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $372k | -14% | 13k | 28.84 |
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| Textron (TXT) | 0.0 | $372k | 4.3k | 87.17 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $372k | -15% | 5.1k | 73.28 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $366k | -34% | 4.0k | 92.24 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $363k | -9% | 16k | 23.03 |
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| Capital One Financial (COF) | 0.0 | $359k | 1.5k | 242.30 |
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| Lowe's Companies (LOW) | 0.0 | $359k | 1.5k | 241.18 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $358k | +80% | 6.2k | 57.92 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $357k | 990.00 | 360.13 |
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| Blackrock (BLK) | 0.0 | $350k | 327.00 | 1070.08 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $348k | -10% | 1.6k | 211.29 |
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| AFLAC Incorporated (AFL) | 0.0 | $341k | 3.1k | 110.26 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $334k | 1.1k | 304.01 |
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| Cigna Corp (CI) | 0.0 | $333k | -3% | 1.2k | 275.23 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $320k | 3.6k | 89.43 |
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| Walt Disney Company (DIS) | 0.0 | $319k | 2.8k | 113.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $318k | 2.9k | 109.90 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $316k | 3.2k | 100.34 |
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| Amgen (AMGN) | 0.0 | $309k | 945.00 | 327.25 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $304k | -6% | 5.9k | 51.10 |
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| Verizon Communications (VZ) | 0.0 | $295k | 7.2k | 40.73 |
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| Netflix (NFLX) | 0.0 | $293k | +938% | 3.1k | 93.77 |
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| Corning Incorporated (GLW) | 0.0 | $292k | 3.3k | 87.56 |
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| Philip Morris International (PM) | 0.0 | $290k | +29% | 1.8k | 160.37 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $289k | -4% | 12k | 24.77 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $283k | 948.00 | 298.38 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $282k | -8% | 5.5k | 50.86 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $281k | -18% | 3.4k | 83.75 |
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| Ishares Tr Esg Select Scree (XJR) | 0.0 | $276k | NEW | 6.5k | 42.58 |
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| Enterprise Products Partners (EPD) | 0.0 | $273k | 8.5k | 32.06 |
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| Pfizer (PFE) | 0.0 | $272k | +9% | 11k | 24.90 |
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| American Express Company (AXP) | 0.0 | $272k | -2% | 734.00 | 370.00 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $270k | +15% | 6.0k | 44.65 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $259k | 458.00 | 566.36 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $259k | -17% | 3.8k | 68.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $257k | NEW | 648.00 | 396.31 |
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| Automatic Data Processing (ADP) | 0.0 | $255k | -30% | 990.00 | 257.23 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $254k | 7.1k | 35.58 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $254k | -15% | 2.9k | 88.50 |
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| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.0 | $250k | +9% | 7.8k | 32.04 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $249k | 2.3k | 110.13 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $247k | 2.1k | 116.09 |
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| 3M Company (MMM) | 0.0 | $246k | +15% | 1.5k | 160.12 |
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| Iron Mountain (IRM) | 0.0 | $237k | 2.9k | 82.95 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $235k | 2.7k | 87.36 |
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| Eversource Energy (ES) | 0.0 | $234k | NEW | 3.5k | 67.33 |
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| Realty Income (O) | 0.0 | $230k | -11% | 4.1k | 56.38 |
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| Costco Wholesale Corporation (COST) | 0.0 | $230k | 266.00 | 862.63 |
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| Emerson Electric (EMR) | 0.0 | $226k | 1.7k | 132.74 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $224k | NEW | 5.1k | 44.17 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $217k | +74% | 4.9k | 44.71 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $216k | 1.4k | 153.02 |
|
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| Duke Energy Corp Com New (DUK) | 0.0 | $215k | NEW | 1.8k | 117.21 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $213k | -20% | 946.00 | 224.72 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $211k | 1.5k | 139.15 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $210k | NEW | 2.6k | 81.17 |
|
| General Mills (GIS) | 0.0 | $208k | -3% | 4.5k | 46.50 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $207k | 2.2k | 94.15 |
|
|
| Chubb (CB) | 0.0 | $206k | NEW | 659.00 | 312.12 |
|
| General Dynamics Corporation (GD) | 0.0 | $204k | 607.00 | 336.46 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $202k | NEW | 2.1k | 94.21 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $201k | 1.4k | 141.14 |
|
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 2025 Q4 filed Jan. 23, 2026
- Charter Oak Capital Management 2025 Q3 filed Oct. 30, 2025
- Charter Oak Capital Management 2025 Q2 filed July 10, 2025
- Charter Oak Capital Management 2025 Q1 filed April 14, 2025
- Charter Oak Capital Management 2024 Q4 filed Jan. 22, 2025
- 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