Charter Oak Capital Management
$1.3B Assets Reported
218 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 485,265 | $317M | 24.6% |
| AGG | ISHARES TR | 1,896,989 | $188M | 14.6% |
| VXUS | VANGUARD STAR FDS | 1,676,714 | $129M | 10.0% |
| IGIB | ISHARES TR | 1,599,851 | $85M | 6.6% |
| VXF | VANGUARD INDEX FDS | 351,937 | $72M | 5.6% |
| BSV | VANGUARD BD INDEX FDS | 705,781 | $55M | 4.3% |
| VUSB | VANGUARD BD INDEX FDS | 872,856 | $43M | 3.4% |
| VEU | VANGUARD INTL EQUITY INDEX F | 474,940 | $36M | 2.8% |
| IXUS | ISHARES TR | 390,861 | $34M | 2.6% |
| VOO | VANGUARD INDEX FDS | 46,793 | $28M | 2.2% |
Track Charter Oak Capital Management's 13F portfolio: $1.3B in reported holdings, 218 positions. Top holdings, AUM, and quarterly changes on SentiSense.