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, VXF, VXUS, VEU, and represent 59.68% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$25M), VXUS (+$7.2M), BSV (+$5.7M), IVV (+$5.1M), IGIB, AAPL, MS, CRM, IJH, BRK.B.
- Started 22 new stock positions in DVY, BAC, META, BX, EPD, MS, CMCSA, IGR, GD, MMC. AFL, EMR, HIG, TJX, VERU, AVGO, GE, AMD, IGIB, NYCB, MA, ORCL.
- Reduced shares in these 10 stocks: , IXUS, VEU, SLQD, IGSB, ACWX, IVW, VOO, SHY, .
- Sold out of its positions in CARR, CRGEQ, WTRG, SUB, NSA, TSLA, WisdomTree Total Earnings Fund, GCC.
- Charter Oak Capital Management was a net buyer of stock by $47M.
- Charter Oak Capital Management has $933M in assets under management (AUM), dropping by 10.85%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 182 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 28.4 | $265M | 505k | 525.73 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 14.6 | $137M | +22% | 1.4M | 97.94 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 6.5 | $61M | 346k | 175.27 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.8 | $54M | +15% | 899k | 60.30 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.3 | $40M | -3% | 685k | 58.65 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.3 | $40M | +16% | 518k | 76.68 |
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| Ishares Tr Core Msci Total (IXUS) | 3.9 | $36M | -3% | 535k | 67.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $29M | 60k | 480.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $23M | 317k | 72.63 |
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| Apple (AAPL) | 1.5 | $14M | +15% | 80k | 171.48 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $13M | -3% | 256k | 51.28 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $9.6M | 87k | 110.13 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.9 | $8.7M | 79k | 109.17 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.9 | $8.6M | -5% | 161k | 53.39 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $7.6M | 133k | 57.47 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $6.8M | +7% | 75k | 90.44 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $6.5M | -5% | 78k | 84.44 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $5.9M | +9% | 270k | 21.97 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.6 | $5.4M | -12% | 109k | 49.22 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $5.0M | 54k | 93.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $4.9M | -5% | 26k | 186.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.6M | 8.8k | 523.07 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $4.5M | 77k | 58.59 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.4 | $3.8M | 29k | 134.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.8M | -6% | 15k | 259.89 |
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| Microsoft Corporation (MSFT) | 0.4 | $3.7M | +11% | 8.8k | 420.70 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.6M | -2% | 20k | 182.61 |
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| Analog Devices (ADI) | 0.4 | $3.5M | 18k | 197.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.4M | 21k | 162.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.4M | -2% | 9.8k | 344.20 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $3.2M | -4% | 48k | 67.34 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.9M | -10% | 36k | 81.78 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $2.7M | 37k | 74.81 |
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| salesforce (CRM) | 0.3 | $2.7M | +51% | 9.0k | 301.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.6M | +2% | 52k | 50.17 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $2.4M | 100k | 24.48 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.4M | 30k | 79.91 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $2.4M | 59k | 40.27 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $2.3M | NEW | 44k | 51.60 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.2M | 46k | 47.44 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $1.8M | -4% | 24k | 76.03 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | 15k | 116.24 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 11k | 158.18 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.7M | 3.2k | 539.93 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.7M | 17k | 100.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | +67% | 4.0k | 420.56 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.7M | +4% | 6.1k | 270.50 |
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| Procter & Gamble Company (PG) | 0.2 | $1.6M | 10k | 162.25 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | +8% | 8.2k | 200.31 |
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| Medtronic SHS (MDT) | 0.2 | $1.6M | 18k | 87.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | -7% | 37k | 41.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.5M | -2% | 2.9k | 524.34 |
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| Abbvie (ABBV) | 0.2 | $1.5M | +4% | 8.2k | 182.11 |
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| Merck & Co (MRK) | 0.2 | $1.5M | 11k | 131.96 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $1.4M | 21k | 69.77 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.4M | -2% | 10k | 135.06 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.4M | +29% | 60k | 22.99 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.3M | -12% | 20k | 65.61 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | NEW | 14k | 94.16 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.3M | 11k | 114.96 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -11% | 6.2k | 210.28 |
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| Applied Materials (AMAT) | 0.1 | $1.3M | 6.2k | 206.25 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $1.2M | -3% | 8.3k | 142.58 |
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| Amazon (AMZN) | 0.1 | $1.1M | +24% | 6.1k | 180.14 |
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| Te Connectivity SHS (TEL) | 0.1 | $1.1M | 7.6k | 145.23 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.1M | 2.5k | 431.97 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | +14% | 15k | 74.22 |
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| Home Depot (HD) | 0.1 | $1.1M | +10% | 2.8k | 383.55 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.0M | +84% | 22k | 47.06 |
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| Pepsi (PEP) | 0.1 | $1.0M | +3% | 5.8k | 175.02 |
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| Intel Corporation (INTC) | 0.1 | $1.0M | +3% | 23k | 44.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | +373% | 17k | 60.74 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $968k | +43% | 8.0k | 120.99 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $956k | -6% | 19k | 51.60 |
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| Nextera Energy (NEE) | 0.1 | $905k | +6% | 14k | 63.91 |
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| McDonald's Corporation (MCD) | 0.1 | $903k | +3% | 3.2k | 281.97 |
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| NVIDIA Corporation (NVDA) | 0.1 | $814k | +71% | 901.00 | 903.93 |
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| Eli Lilly & Co. (LLY) | 0.1 | $809k | 1.0k | 778.22 |
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| Deere & Company (DE) | 0.1 | $759k | +19% | 1.8k | 410.71 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $758k | 7.8k | 97.53 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $758k | 8.1k | 93.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $757k | 18k | 42.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $754k | +5% | 1.7k | 443.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $745k | -12% | 6.7k | 110.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $730k | -16% | 6.3k | 115.31 |
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| Yum! Brands (YUM) | 0.1 | $729k | 5.3k | 138.65 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $685k | 8.3k | 82.48 |
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| UnitedHealth (UNH) | 0.1 | $684k | +27% | 1.4k | 494.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $675k | -5% | 3.0k | 228.59 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $673k | 5.4k | 125.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $666k | +6% | 4.4k | 152.25 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $664k | +81% | 8.6k | 77.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $639k | 3.6k | 179.11 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.1 | $635k | 7.9k | 80.14 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $630k | +35% | 5.9k | 107.61 |
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| Caterpillar (CAT) | 0.1 | $627k | +10% | 1.7k | 366.53 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $610k | 13k | 46.53 |
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| Ameriprise Financial (AMP) | 0.1 | $608k | +4% | 1.4k | 438.44 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $603k | -4% | 10k | 57.85 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $586k | 6.2k | 93.85 |
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| Chevron Corporation (CVX) | 0.1 | $580k | -3% | 3.7k | 157.74 |
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| Marriott Intl Cl A (MAR) | 0.1 | $579k | 2.3k | 252.32 |
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| Wal-Mart Stores (WMT) | 0.1 | $577k | +239% | 9.6k | 60.17 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.1 | $572k | -31% | 8.3k | 68.61 |
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| Qualcomm (QCOM) | 0.1 | $570k | 3.4k | 169.30 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $559k | 7.2k | 77.52 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $554k | 3.0k | 183.89 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $546k | -17% | 11k | 49.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $537k | +18% | 3.6k | 150.95 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $524k | -29% | 10k | 51.06 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $501k | 3.8k | 131.92 |
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| Walt Disney Company (DIS) | 0.1 | $484k | +3% | 4.0k | 122.35 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $473k | 5.8k | 81.66 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $472k | +91% | 17k | 28.18 |
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| Boeing Company (BA) | 0.1 | $470k | +6% | 2.4k | 193.00 |
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| Visa Com Cl A (V) | 0.0 | $465k | +36% | 1.7k | 279.13 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $458k | NEW | 950.00 | 481.77 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $457k | 4.8k | 95.66 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $456k | -4% | 12k | 38.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $450k | +8% | 1.3k | 337.05 |
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| Coca-Cola Company (KO) | 0.0 | $434k | -4% | 7.1k | 61.18 |
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| Cisco Systems (CSCO) | 0.0 | $417k | +23% | 8.4k | 49.91 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $405k | +200% | 6.1k | 66.30 |
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| Abbott Laboratories (ABT) | 0.0 | $403k | 3.5k | 113.67 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $400k | 1.9k | 208.26 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $399k | 1.7k | 239.76 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $384k | +9% | 15k | 25.87 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $376k | -25% | 7.5k | 49.95 |
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| Verizon Communications (VZ) | 0.0 | $373k | 8.9k | 41.96 |
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| Cigna Corp (CI) | 0.0 | $367k | +29% | 1.0k | 363.19 |
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| Lowe's Companies (LOW) | 0.0 | $362k | +23% | 1.4k | 254.78 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $361k | -8% | 3.8k | 94.62 |
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| International Business Machines (IBM) | 0.0 | $356k | +8% | 1.9k | 190.91 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $346k | 6.9k | 50.56 |
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| Pfizer (PFE) | 0.0 | $346k | 13k | 27.75 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $345k | 6.8k | 50.46 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $345k | 15k | 22.77 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $344k | -7% | 3.2k | 107.42 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $343k | 5.3k | 64.40 |
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| Church & Dwight (CHD) | 0.0 | $331k | 3.2k | 104.31 |
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| Yum China Holdings (YUMC) | 0.0 | $329k | 8.3k | 39.79 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $328k | 565.00 | 581.22 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $325k | 4.7k | 68.79 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $324k | 1.6k | 204.12 |
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| General Mills (GIS) | 0.0 | $322k | 4.6k | 69.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $322k | +29% | 3.7k | 86.48 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $321k | +3% | 2.2k | 147.70 |
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| Honeywell International (HON) | 0.0 | $311k | 1.5k | 205.25 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $305k | -24% | 2.8k | 110.55 |
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| Broadcom (AVGO) | 0.0 | $305k | NEW | 230.00 | 1327.26 |
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| General Electric Com New (GE) | 0.0 | $304k | NEW | 1.7k | 175.54 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $279k | 3.7k | 76.20 |
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| At&t (T) | 0.0 | $278k | 16k | 17.60 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $274k | 2.9k | 94.40 |
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| Advanced Micro Devices (AMD) | 0.0 | $274k | NEW | 1.5k | 180.49 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $269k | +204% | 4.0k | 67.63 |
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| Union Pacific Corporation (UNP) | 0.0 | $257k | -7% | 1.0k | 245.83 |
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| Hartford Financial Services (HIG) | 0.0 | $254k | NEW | 2.5k | 103.06 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $251k | 2.3k | 110.50 |
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| Enterprise Products Partners (EPD) | 0.0 | $246k | NEW | 8.4k | 29.18 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $238k | 2.4k | 99.26 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $238k | -46% | 2.8k | 83.57 |
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| AFLAC Incorporated (AFL) | 0.0 | $238k | NEW | 2.8k | 85.85 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $237k | -9% | 5.9k | 40.05 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $232k | 948.00 | 244.15 |
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| Oracle Corporation (ORCL) | 0.0 | $225k | NEW | 1.8k | 125.64 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $224k | -14% | 7.0k | 32.23 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $219k | -43% | 4.8k | 45.61 |
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| TJX Companies (TJX) | 0.0 | $219k | NEW | 2.2k | 101.40 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $216k | NEW | 1.1k | 205.95 |
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| Meta Platforms Cl A (META) | 0.0 | $211k | NEW | 434.00 | 485.97 |
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| Bank of America Corporation (BAC) | 0.0 | $206k | NEW | 5.4k | 37.92 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $206k | NEW | 1.6k | 131.37 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $201k | NEW | 1.6k | 123.18 |
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| Emerson Electric (EMR) | 0.0 | $201k | NEW | 1.8k | 113.40 |
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| General Dynamics Corporation (GD) | 0.0 | $200k | NEW | 709.00 | 282.65 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $200k | NEW | 4.6k | 43.35 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $190k | +32% | 14k | 13.98 |
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| Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.0 | $87k | 10k | 8.73 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $54k | NEW | 10k | 5.38 |
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| New York Community Ban (NYCB) | 0.0 | $34k | NEW | 11k | 3.22 |
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| Female Health (VERU) | 0.0 | $14k | NEW | 20k | 0.70 |
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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 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