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 61.89% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$7.3M), IGIB (+$5.5M), AGG, BSV, IVV, TXN, VXF, VT, INTU, SPMD.
- Started 10 new stock positions in AMD, TXN, AXP, INTU, SPMD, EMR, APH, NVDL, TSM, COF.
- Reduced shares in these 10 stocks: IXUS, VEU, VOO, SPXS, ACWI, BND, XOM, ACWX, SLQD, .
- Sold out of its positions in SPXS, Discover Financial Services, DUK, GILD, DVY, IYK, XLV.
- Charter Oak Capital Management was a net buyer of stock by $19M.
- Charter Oak Capital Management has $1.2B in assets under management (AUM), dropping by 8.66%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 196 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.5 | $326M | 524k | 620.90 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 14.3 | $169M | +2% | 1.7M | 99.20 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.1 | $96M | +8% | 1.4M | 69.09 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 6.1 | $72M | 375k | 192.71 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.9 | $69M | +5% | 881k | 78.70 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 5.8 | $69M | +8% | 1.3M | 53.29 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.1 | $37M | -6% | 548k | 67.22 |
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| Ishares Tr Core Msci Total (IXUS) | 2.9 | $35M | -6% | 447k | 77.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $29M | -3% | 50k | 568.03 |
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| Apple (AAPL) | 1.3 | $16M | 76k | 205.17 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $13M | 254k | 52.76 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $11M | -4% | 82k | 128.60 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $9.7M | +5% | 149k | 65.50 |
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| Ishares Tr Esg Optimized (SUSA) | 0.8 | $9.6M | 76k | 126.75 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $9.3M | -5% | 127k | 73.63 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $8.6M | -5% | 141k | 60.94 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $8.4M | +4% | 89k | 94.63 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $8.0M | 73k | 110.10 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $6.0M | 54k | 109.64 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $5.4M | 243k | 22.26 |
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| Microsoft Corporation (MSFT) | 0.4 | $5.3M | +4% | 11k | 497.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $5.3M | -2% | 27k | 195.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.5M | 10k | 438.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.3M | 6.9k | 617.81 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $4.2M | 24k | 176.74 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.4 | $4.2M | -8% | 82k | 50.59 |
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| Analog Devices (ADI) | 0.3 | $3.9M | 16k | 238.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.8M | -3% | 13k | 303.93 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $3.7M | -4% | 40k | 92.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.6M | -2% | 18k | 204.67 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $3.6M | -2% | 58k | 62.64 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.4M | +2% | 133k | 25.17 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.2M | 68k | 47.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.1M | 54k | 57.01 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.8M | -7% | 36k | 77.50 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.6M | +3% | 9.1k | 289.92 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.5M | +3% | 61k | 41.33 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.4M | -5% | 29k | 82.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.3M | 26k | 89.22 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.3M | 16k | 140.86 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $2.2M | -2% | 13k | 173.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.0M | +7% | 4.1k | 485.86 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.0M | 13k | 152.75 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $1.9M | 17k | 116.16 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.8M | 37k | 48.65 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.8M | 13k | 133.31 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | NEW | 8.6k | 207.62 |
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| salesforce (CRM) | 0.2 | $1.8M | 6.5k | 272.71 |
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| Amazon (AMZN) | 0.1 | $1.7M | +4% | 7.7k | 219.38 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.7M | -5% | 72k | 23.23 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.6M | +3% | 10k | 157.99 |
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| Abbvie (ABBV) | 0.1 | $1.6M | 8.7k | 185.62 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.6M | 9.3k | 173.26 |
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| Procter & Gamble Company (PG) | 0.1 | $1.6M | -2% | 10k | 159.33 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | -23% | 15k | 107.80 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.6M | 3.0k | 536.34 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.6M | -7% | 19k | 82.18 |
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| Medtronic SHS (MDT) | 0.1 | $1.5M | 18k | 87.17 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.5M | 11k | 135.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | +9% | 18k | 83.48 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.3M | -6% | 5.3k | 248.32 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.3M | 7.6k | 168.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | -5% | 25k | 49.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | -3% | 1.8k | 663.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +2% | 8.2k | 146.03 |
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| Broadcom (AVGO) | 0.1 | $1.2M | -6% | 4.3k | 275.68 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.2M | +300% | 9.2k | 128.52 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $1.1M | -11% | 6.4k | 176.51 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.1M | 2.6k | 441.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.1M | -6% | 5.1k | 215.80 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 14k | 79.16 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.1M | +4% | 17k | 63.95 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.0M | -5% | 15k | 67.78 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | +18% | 1.3k | 779.81 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | +35% | 2.8k | 355.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $980k | -8% | 5.5k | 177.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $979k | -2% | 1.8k | 551.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $956k | +9% | 4.0k | 236.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $948k | +51% | 1.7k | 561.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $928k | -7% | 15k | 62.02 |
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| Home Depot (HD) | 0.1 | $916k | -10% | 2.5k | 366.68 |
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| Wal-Mart Stores (WMT) | 0.1 | $906k | 9.3k | 97.78 |
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| Deere & Company (DE) | 0.1 | $897k | -4% | 1.8k | 508.55 |
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| Applied Materials (AMAT) | 0.1 | $894k | -2% | 4.9k | 183.09 |
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| Nextera Energy (NEE) | 0.1 | $873k | -4% | 13k | 69.42 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $861k | 6.4k | 135.03 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $854k | 4.5k | 188.66 |
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| Yum! Brands (YUM) | 0.1 | $841k | +6% | 5.7k | 148.19 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $803k | 2.0k | 405.52 |
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| McDonald's Corporation (MCD) | 0.1 | $793k | -20% | 2.7k | 292.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $765k | 4.3k | 176.24 |
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| Pepsi (PEP) | 0.1 | $758k | -8% | 5.7k | 132.04 |
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| Intuit (INTU) | 0.1 | $744k | NEW | 944.00 | 787.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $740k | 3.8k | 194.23 |
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| Ameriprise Financial (AMP) | 0.1 | $718k | -2% | 1.3k | 533.88 |
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| International Business Machines (IBM) | 0.1 | $712k | +10% | 2.4k | 294.80 |
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| Tesla Motors (TSLA) | 0.1 | $681k | +127% | 2.1k | 317.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $677k | +20% | 11k | 60.03 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $676k | 6.2k | 108.35 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $673k | 4.7k | 142.31 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $666k | +103% | 15k | 43.55 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $663k | -28% | 13k | 52.37 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $648k | -9% | 6.9k | 94.06 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $637k | -14% | 6.7k | 95.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $620k | 1.5k | 424.58 |
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| Caterpillar (CAT) | 0.1 | $614k | -10% | 1.6k | 388.29 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $578k | +34% | 7.2k | 80.11 |
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| Abbott Laboratories (ABT) | 0.0 | $570k | +7% | 4.2k | 135.99 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $560k | NEW | 10k | 54.38 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $559k | +7% | 8.4k | 66.20 |
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| Chevron Corporation (CVX) | 0.0 | $547k | +8% | 3.8k | 143.17 |
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| Cisco Systems (CSCO) | 0.0 | $545k | 7.8k | 69.38 |
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| Qualcomm (QCOM) | 0.0 | $530k | -2% | 3.3k | 159.28 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $521k | -5% | 6.1k | 85.60 |
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| Oracle Corporation (ORCL) | 0.0 | $520k | -8% | 2.4k | 218.62 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $518k | 1.8k | 285.30 |
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| Coca-Cola Company (KO) | 0.0 | $511k | -6% | 7.2k | 70.75 |
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| Intel Corporation (INTC) | 0.0 | $505k | 23k | 22.40 |
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| Meta Platforms Cl A (META) | 0.0 | $496k | 671.00 | 738.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $467k | -9% | 4.3k | 109.29 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $458k | 9.9k | 46.20 |
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| Si-bone (SIBN) | 0.0 | $452k | 24k | 18.82 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $448k | 5.6k | 79.51 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $436k | 4.0k | 108.53 |
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| At&t (T) | 0.0 | $433k | 15k | 28.94 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $428k | 15k | 28.77 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $427k | 5.3k | 80.09 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $425k | 1.7k | 253.24 |
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| Netflix (NFLX) | 0.0 | $423k | 316.00 | 1339.22 |
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| Allstate Corporation (ALL) | 0.0 | $413k | -5% | 2.1k | 201.26 |
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| TJX Companies (TJX) | 0.0 | $412k | +29% | 3.3k | 123.49 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $407k | -10% | 3.4k | 121.00 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $406k | -20% | 6.3k | 64.81 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $402k | 1.8k | 219.05 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $401k | +7% | 17k | 22.98 |
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| UnitedHealth (UNH) | 0.0 | $396k | +3% | 1.3k | 311.90 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $395k | 1.8k | 217.33 |
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| Automatic Data Processing (ADP) | 0.0 | $394k | +32% | 1.3k | 308.40 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $388k | +17% | 2.0k | 197.25 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $387k | -32% | 3.7k | 104.48 |
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| Honeywell International (HON) | 0.0 | $386k | 1.7k | 232.88 |
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| Boeing Company (BA) | 0.0 | $380k | -2% | 1.8k | 209.54 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $372k | +7% | 7.3k | 50.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $368k | 1.4k | 257.30 |
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| Yum China Holdings (YUMC) | 0.0 | $361k | 8.1k | 44.71 |
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| Walt Disney Company (DIS) | 0.0 | $356k | -23% | 2.9k | 124.01 |
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| Textron (TXT) | 0.0 | $342k | 4.3k | 80.29 |
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| Blackrock (BLK) | 0.0 | $340k | +14% | 324.00 | 1049.00 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $338k | -32% | 6.6k | 51.02 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $337k | +2% | 4.1k | 82.92 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $334k | +2% | 3.4k | 97.72 |
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| Verizon Communications (VZ) | 0.0 | $332k | +9% | 7.7k | 43.27 |
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| Lowe's Companies (LOW) | 0.0 | $331k | 1.5k | 221.81 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $328k | -5% | 14k | 23.45 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $325k | +7% | 3.0k | 110.04 |
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| AFLAC Incorporated (AFL) | 0.0 | $325k | +10% | 3.1k | 105.45 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $324k | +3% | 6.3k | 51.10 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $322k | -4% | 4.7k | 69.33 |
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| Capital One Financial (COF) | 0.0 | $318k | NEW | 1.5k | 212.70 |
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| Cigna Corp (CI) | 0.0 | $309k | 936.00 | 330.58 |
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| Hartford Financial Services (HIG) | 0.0 | $308k | 2.4k | 126.88 |
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| Iron Mountain (IRM) | 0.0 | $301k | 2.9k | 102.57 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $299k | 3.6k | 83.73 |
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| 3M Company (MMM) | 0.0 | $293k | +39% | 1.9k | 152.25 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $288k | +4% | 3.2k | 89.07 |
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| Bank of America Corporation (BAC) | 0.0 | $287k | -4% | 6.1k | 47.32 |
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| Advanced Micro Devices (AMD) | 0.0 | $287k | NEW | 2.0k | 141.90 |
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| Carrier Global Corporation (CARR) | 0.0 | $282k | +9% | 3.8k | 73.18 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $276k | -3% | 990.00 | 278.88 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $274k | +23% | 4.3k | 63.41 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $274k | -6% | 21k | 13.11 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $266k | 948.00 | 280.07 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $265k | +6% | 2.7k | 99.00 |
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| Realty Income (O) | 0.0 | $265k | 4.6k | 57.62 |
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| Enterprise Products Partners (EPD) | 0.0 | $264k | 8.5k | 31.01 |
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| Pfizer (PFE) | 0.0 | $259k | +4% | 11k | 24.24 |
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| Amphenol Corp Cl A (APH) | 0.0 | $256k | NEW | 2.6k | 98.75 |
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| Costco Wholesale Corporation (COST) | 0.0 | $254k | 256.00 | 990.28 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $250k | -8% | 2.3k | 110.42 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $247k | -11% | 4.8k | 51.09 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $243k | -2% | 447.00 | 543.41 |
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| General Mills (GIS) | 0.0 | $240k | 4.6k | 51.81 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $237k | 7.1k | 33.21 |
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| Philip Morris International (PM) | 0.0 | $237k | 1.3k | 182.08 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $236k | -11% | 2.8k | 84.82 |
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| Amgen (AMGN) | 0.0 | $231k | +15% | 828.00 | 279.15 |
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| Emerson Electric (EMR) | 0.0 | $229k | NEW | 1.7k | 133.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $221k | NEW | 977.00 | 226.54 |
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| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.0 | $211k | NEW | 3.0k | 70.42 |
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| Kinder Morgan (KMI) | 0.0 | $208k | -7% | 7.1k | 29.40 |
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| American Express Company (AXP) | 0.0 | $208k | NEW | 652.00 | 319.04 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $206k | 1.5k | 135.72 |
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| Paychex (PAYX) | 0.0 | $205k | 1.4k | 145.49 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $205k | -8% | 5.8k | 35.69 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $204k | -15% | 2.3k | 88.26 |
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| Female Health (VERU) | 0.0 | $12k | 20k | 0.58 |
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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 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
- Charter Oak Capital Management 2021 Q4 filed Feb. 9, 2022
- Charter Oak Capital Management 2021 Q3 filed Nov. 8, 2021