Charter Oak Capital Management

Latest statistics and disclosures from Charter Oak Capital Management's latest quarterly 13F-HR filing:

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Positions held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Charter Oak Capital Management

Charter Oak Capital Management holds 986 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Charter Oak Capital Management has 986 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.7 $188M +4% 497k 379.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.6 $56M +2% 1.1M 49.96
Ishares Tr Core Us Aggbd Et (AGG) 7.2 $53M +2% 516k 101.68
Vanguard Index Fds Extend Mkt Etf (VXF) 4.3 $32M +8% 242k 131.10
Ishares Tr Core Msci Total (IXUS) 4.2 $31M +13% 542k 57.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $31M -22% 400k 76.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $25M +61% 334k 75.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $21M -10% 418k 50.55
Ishares Tr Core Intl Aggr (IAGG) 1.9 $14M -10% 275k 49.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $13M +8% 38k 346.87
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.7 $12M -20% 173k 70.16
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $9.8M -14% 203k 48.46
Apple (AAPL) 1.3 $9.4M 69k 136.72
Ishares Tr Msci Acwi Etf (ACWI) 1.3 $9.3M 111k 83.89

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Wisdomtree Tr Us Esg Fund (RESP) 1.1 $8.1M 198k 40.73
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $6.8M +21% 85k 80.69
Ishares Tr Msci Acwi Ex Us (ACWX) 0.9 $6.6M +6% 147k 45.00
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $6.4M +2% 131k 49.04
Ishares Tr Tips Bd Etf (TIP) 0.7 $5.2M -3% 46k 113.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $5.1M -5% 62k 82.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $4.7M -29% 95k 49.54
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $4.7M +4% 94k 49.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.6 $4.5M -4% 84k 52.82
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $4.4M 87k 50.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.3M +60% 12k 377.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $4.1M -5% 87k 47.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $4.1M +16% 67k 60.35
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $4.0M +31% 29k 137.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $3.9M -8% 95k 41.65
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $3.9M -9% 162k 24.09
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $3.8M +15% 57k 66.41
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $3.7M -18% 164k 22.87
Ishares Tr Global Tech Etf (IXN) 0.5 $3.4M 75k 45.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $3.4M +390% 66k 51.61
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $3.2M +65% 48k 66.87
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $3.0M -20% 71k 42.18
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $2.9M -4% 47k 63.48
Vanguard Index Fds Value Etf (VTV) 0.4 $2.8M +14% 22k 131.88
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.4 $2.8M -21% 67k 40.80
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.7M +11% 12k 222.88
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.7M +12% 19k 143.45
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.4 $2.6M +164% 39k 65.59
Johnson & Johnson (JNJ) 0.3 $2.4M -4% 13k 177.48
Microsoft Corporation (MSFT) 0.3 $2.4M +3% 9.2k 256.83
IDEXX Laboratories (IDXX) 0.3 $2.2M 6.2k 350.66
Vanguard World Fds Health Car Etf (VHT) 0.3 $2.1M +3% 8.8k 235.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.8M 9.6k 188.61
Exxon Mobil Corporation (XOM) 0.2 $1.7M +37% 20k 85.64
Procter & Gamble Company (PG) 0.2 $1.7M 12k 143.78
Medtronic SHS (MDT) 0.2 $1.7M 19k 89.74
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.2 $1.6M -32% 64k 25.00
Ishares Core Msci Emkt (IEMG) 0.2 $1.6M -8% 32k 49.07
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.5M +12% 49k 31.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.5M -9% 19k 76.25
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.4M +44% 23k 62.75
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.3M +30% 16k 79.93
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $1.2M +100% 26k 48.92
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $1.2M 17k 71.92
Ishares Tr Us Consm Staples (IYK) 0.2 $1.2M +21% 6.1k 194.90
Vanguard World Fds Utilities Etf (VPU) 0.2 $1.2M +9% 7.7k 152.41
JPMorgan Chase & Co. (JPM) 0.2 $1.1M 10k 112.62
Abbvie (ABBV) 0.2 $1.1M 7.3k 153.21
Merck & Co (MRK) 0.1 $1.1M -7% 12k 91.21
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M -37% 9.5k 106.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $998k +7% 4.4k 226.25
Nextera Energy (NEE) 0.1 $977k 13k 77.44
Intel Corporation (INTC) 0.1 $963k 26k 37.43
Cbre Clarion Global Real Estat re (IGR) 0.1 $952k 131k 7.26
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $951k 4.2k 227.35
Pepsi (PEP) 0.1 $950k 5.7k 166.67
salesforce (CRM) 0.1 $948k 5.7k 165.04
Ishares Tr U.s. Finls Etf (IYF) 0.1 $946k +61% 14k 69.97
McDonald's Corporation (MCD) 0.1 $890k 3.6k 246.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $880k -34% 10k 85.35
Ishares Tr Core Msci Eafe (IEFA) 0.1 $875k -9% 15k 58.84
Hp (HPQ) 0.1 $869k 27k 32.79
Te Connectivity SHS (TEL) 0.1 $859k 7.6k 113.19
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $847k +79% 14k 60.67
Ishares Tr Russell 2000 Etf (IWM) 0.1 $845k +11% 5.0k 169.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $844k +42% 10k 83.91
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $832k +10% 9.0k 92.37
Ishares Msci Cda Etf (EWC) 0.1 $828k -3% 25k 33.67
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $826k -37% 17k 47.81
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $803k -6% 9.1k 88.51
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $785k 8.2k 96.17
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $783k +57% 16k 49.25
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $778k -43% 31k 25.09
Verizon Communications (VZ) 0.1 $746k 15k 50.77
Applied Materials (AMAT) 0.1 $745k 8.2k 90.95
Ishares Tr Core Msci Euro (IEUR) 0.1 $730k 16k 44.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $708k +6% 8.5k 83.79
Ishares Tr Us Industrials (IYJ) 0.1 $675k +33% 7.7k 88.18
Home Depot (HD) 0.1 $641k -4% 2.3k 274.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $639k +3% 2.3k 273.08
General Motors Company (GM) 0.1 $624k +1123% 9.8k 63.67
Watsco, Incorporated (WSO) 0.1 $623k 2.6k 238.70
Agilent Technologies Inc C ommon (A) 0.1 $609k 6.1k 99.93
Yum! Brands (YUM) 0.1 $603k 5.3k 113.45
Ishares Tr Short Treas Bd (SHV) 0.1 $593k -10% 5.4k 110.08
Pfizer (PFE) 0.1 $559k -4% 11k 52.43
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $533k +158% 15k 35.60
Alphabet Cap Stk Cl C (GOOG) 0.1 $532k +17% 243.00 2189.30
Select Sector Spdr Tr Technology (XLK) 0.1 $526k 4.1k 127.18
UnitedHealth (UNH) 0.1 $522k -2% 1.0k 513.78
Abbott Laboratories (ABT) 0.1 $520k 4.8k 108.63
Coca-Cola Company (KO) 0.1 $512k -4% 8.1k 62.95
Chevron Corporation (CVX) 0.1 $511k -2% 3.5k 144.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $503k 13k 40.06
Amazon (AMZN) 0.1 $496k +1878% 4.7k 106.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $496k NEW 4.7k 104.58
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $491k -22% 21k 23.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $490k +3% 1.7k 280.48
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $488k -19% 7.0k 70.15
Bank of America Corporation (BAC) 0.1 $485k 16k 31.14
Ishares Msci Gbl Min Vol (ACWV) 0.1 $479k -31% 5.1k 94.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $477k +34% 2.7k 176.27
Deere & Company (DE) 0.1 $463k 1.5k 299.29
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $462k NEW 6.0k 77.00
International Business Machines (IBM) 0.1 $461k +44% 3.3k 141.19
Qualcomm (QCOM) 0.1 $445k 3.5k 127.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $432k +25% 4.7k 91.00
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $418k +14% 6.3k 66.35
At&t (T) 0.1 $417k +11% 20k 20.95
Walt Disney Company (DIS) 0.1 $405k 4.3k 94.30
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $401k -18% 12k 32.85
Yum China Holdings (YUMC) 0.1 $401k 8.3k 48.52
Ameriprise Financial (AMP) 0.1 $400k 1.7k 237.95
Spdr Gold Tr Gold Shs (GLD) 0.1 $387k 2.3k 168.48
Proshares Tr Shrt 20+yr Tre (TBF) 0.1 $384k 17k 22.91
General Mills (GIS) 0.0 $355k 4.7k 75.52
Thermo Fisher Scientific (TMO) 0.0 $350k 644.00 543.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $337k -6% 3.1k 110.06
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $335k +82% 5.7k 58.94
Philip Morris International (PM) 0.0 $332k 3.4k 98.81
Alphabet Cap Stk Cl A (GOOGL) 0.0 $321k +2% 147.00 2183.67
Marriott Intl Cl A (MAR) 0.0 $315k 2.3k 135.83
Essential Utils (WTRG) 0.0 $313k +4% 6.8k 45.78
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $308k -17% 4.0k 77.70
Wisdomtree Tr Us High Dividend (DHS) 0.0 $305k 3.7k 82.25
Ishares Esg Awr Msci Em (ESGE) 0.0 $297k -3% 9.2k 32.30
Church & Dwight (CHD) 0.0 $297k +9051% 3.2k 92.73
Cisco Systems (CSCO) 0.0 $296k -2% 6.9k 42.68
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $289k -11% 6.4k 44.91
Vanguard Index Fds Large Cap Etf (VV) 0.0 $287k 1.7k 172.48
Duke Energy Corp Com New (DUK) 0.0 $285k 2.7k 107.06
Wal-Mart Stores (WMT) 0.0 $283k 2.3k 121.46
Eli Lilly & Co. (LLY) 0.0 $282k 871.00 323.77
Caterpillar (CAT) 0.0 $279k 1.6k 178.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $278k +10% 2.7k 101.79
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $273k -3% 3.1k 88.90
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $272k 6.3k 43.09
Bristol Myers Squibb (BMY) 0.0 $270k 3.5k 76.94
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $269k +260300% 5.2k 51.65
Ishares Msci Jpn Etf New (EWJ) 0.0 $262k 5.0k 52.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $255k +1348% 5.1k 50.00
Vanguard World Fds Energy Etf (VDE) 0.0 $245k 2.5k 99.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $245k -53% 1.8k 134.10
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $243k +35% 2.1k 117.50
Cohen & Steers infrastucture Fund (UTF) 0.0 $242k 9.5k 25.36
Honeywell International (HON) 0.0 $237k -7% 1.4k 173.63
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $237k 4.1k 57.27
NVIDIA Corporation (NVDA) 0.0 $230k +405% 1.5k 151.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $228k 1.6k 145.13
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $225k +89% 12k 19.43
Realty Income (O) 0.0 $211k 3.1k 68.35
Baxter International (BAX) 0.0 $209k -4% 3.3k 64.23
Union Pacific Corporation (UNP) 0.0 $206k +59% 967.00 213.03
3M Company (MMM) 0.0 $201k +13% 1.6k 129.43
Ishares Tr Modert Alloc Etf (AOM) 0.0 $201k -3% 5.2k 39.00
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $199k +2% 4.5k 44.12
Nike CL B (NKE) 0.0 $194k +5% 1.9k 102.00
Lowe's Companies (LOW) 0.0 $193k -13% 1.1k 174.66
Ishares Msci Emerg Mrkt (EEMV) 0.0 $191k -32% 3.4k 55.54
Amgen (AMGN) 0.0 $191k -3% 784.00 243.62
Comcast Corp Cl A (CMCSA) 0.0 $190k 4.8k 39.25
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $187k 7.4k 25.29
American Water Works (AWK) 0.0 $187k 1.3k 148.77
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $184k +71% 4.1k 45.02
Visa Com Cl A (V) 0.0 $184k 933.00 197.21
Texas Instruments Incorporated (TXN) 0.0 $182k 1.2k 153.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $182k -2% 1.4k 128.35
Otis Worldwide Corp (OTIS) 0.0 $180k 2.5k 70.64
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $179k -28% 3.4k 51.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $177k 1.5k 118.63
Boeing Company (BA) 0.0 $175k 1.3k 136.51
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $175k +11% 1.7k 101.45
Eversource Energy (ES) 0.0 $175k +9% 2.1k 84.38
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $171k 2.4k 70.66
Ishares Tr Core Total Usd (IUSB) 0.0 $169k -60% 3.6k 46.69
CenterPoint Energy (CNP) 0.0 $169k 5.7k 29.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $165k +2% 753.00 219.12
Tesla Motors (TSLA) 0.0 $162k +217% 241.00 672.20
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $161k 3.4k 48.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $160k +3% 1.6k 101.65
Humana (HUM) 0.0 $159k 340.00 467.65
Carrier Global Corporation (CARR) 0.0 $158k 4.4k 35.55
Hartford Financial Services (HIG) 0.0 $157k +21% 2.4k 65.36
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $155k -2% 1.5k 105.66
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $154k -8% 1.6k 99.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $149k -23% 2.0k 73.44
Ishares Tr Us Aer Def Etf (ITA) 0.0 $147k +475% 1.5k 99.46
Emerson Electric (EMR) 0.0 $144k -2% 1.8k 79.30
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $144k 3.7k 38.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $141k 1.6k 89.07
Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $138k -7% 2.9k 47.93
Archer Daniels Midland Company (ADM) 0.0 $137k 2.3k 58.55
Southern Company (SO) 0.0 $137k 1.9k 71.24
National Grid Sponsored Adr Ne (NGG) 0.0 $135k 2.1k 64.59
ConocoPhillips (COP) 0.0 $135k -4% 1.5k 89.64
Enterprise Products Partners (EPD) 0.0 $135k -7% 5.5k 24.44
Waters Corporation (WAT) 0.0 $134k 405.00 330.86
Paychex (PAYX) 0.0 $133k +4% 1.2k 113.97
Altria (MO) 0.0 $130k -3% 3.1k 41.61
Select Sector Spdr Tr Energy (XLE) 0.0 $128k +4% 1.8k 71.39
Kinder Morgan (KMI) 0.0 $127k +2% 7.6k 16.77
Ishares Msci Pac Jp Etf (EPP) 0.0 $127k 3.0k 41.67
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $127k 2.5k 51.21
Oracle Corporation (ORCL) 0.0 $126k +6% 1.8k 70.00
Iron Mountain (IRM) 0.0 $126k 2.6k 48.65
Mastercard Incorporated Cl A (MA) 0.0 $124k 393.00 315.52
Norfolk Southern (NSC) 0.0 $120k -27% 529.00 226.84
Accenture Plc Ireland Shs Class A (ACN) 0.0 $118k -13% 425.00 277.65
Transunion (TRU) 0.0 $116k 1.5k 80.00
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $116k +116% 872.00 133.03
Ishares Tr Russell 3000 Etf (IWV) 0.0 $114k 525.00 217.14
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $113k -16% 4.7k 24.02
Ishares Tr Cohen Steer Reit (ICF) 0.0 $112k 1.8k 60.61
Ecolab (ECL) 0.0 $112k 728.00 153.85
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $112k 1.5k 74.97
Ishares Tr Select Divid Etf (DVY) 0.0 $109k 929.00 117.33
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $109k 3.2k 34.42
Amphenol Corp Cl A (APH) 0.0 $108k 1.7k 64.59
Automatic Data Processing (ADP) 0.0 $108k 514.00 210.12
AFLAC Incorporated (AFL) 0.0 $108k 2.0k 55.10
Allstate Corporation (ALL) 0.0 $106k -2% 837.00 126.64
Toronto Dominion Bk Ont Com New (TD) 0.0 $106k 1.6k 65.35
Wp Carey (WPC) 0.0 $103k 1.2k 82.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $102k +3% 3.6k 28.73
CVS Caremark Corporation (CVS) 0.0 $101k 1.1k 93.09
Welltower Inc Com reit (WELL) 0.0 $101k 1.2k 81.98
Columbia Seligm Prem Tech Gr (STK) 0.0 $99k 4.3k 22.90
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $99k 1.6k 63.83
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $99k 4.3k 22.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $97k +12% 1.2k 79.90
Expeditors International of Washington (EXPD) 0.0 $97k 1.0k 97.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $96k 1.0k 94.86
Public Storage (PSA) 0.0 $96k -4% 307.00 312.70
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $96k +8% 1.4k 70.18
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $92k +3% 2.3k 40.35
Becton, Dickinson and (BDX) 0.0 $92k 373.00 246.65

Past Filings by Charter Oak Capital Management

SEC 13F filings are viewable for Charter Oak Capital Management going back to 2020