Charter Oak Capital Management, LLC Q1 2023 Filing
Filed April 19, 2023
Portfolio Value
$720.8B
Holdings
174
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $211K |
AGGISHARES TR | $57K |
VEUVANGUARD INTL EQUITY INDEX F | $43K |
IXUSISHARES TR | $35K |
VXFVANGUARD INDEX FDS | $33K |
BSVVANGUARD BD INDEX FDS | $32K |
VOOVANGUARD INDEX FDS | $23K |
VXUSVANGUARD STAR FDS | $22K |
IGSBISHARES TR | $17K |
BNDVANGUARD BD INDEX FDS | $14K |
AAPLAPPLE INC | $11K |
ACWXISHARES TR | $8K |
SLQDISHARES TR | $8K |
ACWIISHARES TR | $8K |
SUSAISHARES TR | $7K |
VSGXVANGUARD WORLD FD | $6K |
—WISDOMTREE TR | $6K |
IVEISHARES TR | $5K |
IVWISHARES TR | $5K |
BNDWVANGUARD SCOTTSDALE FDS | $4K |
SHYISHARES TR | $4K |
IUSVISHARES TR | $4K |
IHIISHARES TR | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
NUBDNUSHARES ETF TR | $4K |
ESGVVANGUARD WORLD FD | $4K |
VIGVANGUARD SPECIALIZED FUNDS | $3K |
VGKVANGUARD INTL EQUITY INDEX F | $3K |
ADIANALOG DEVICES INC | $3K |
ISTBISHARES TR | $3K |
VTVVANGUARD INDEX FDS | $3K |
IAGGISHARES TR | $3K |
VTIVANGUARD INDEX FDS | $3K |
BNDXVANGUARD CHARLOTTE FDS | $3K |
JNJJOHNSON & JOHNSON | $2K |
VEAVANGUARD TAX-MANAGED FDS | $2K |
ESGDISHARES TR | $2K |
VUGVANGUARD INDEX FDS | $2K |
VPLVANGUARD INTL EQUITY INDEX F | $2K |
TIPISHARES TR | $2K |
MSFTMICROSOFT CORP | $2K |
SUSBISHARES TR | $2K |
VWOVANGUARD INTL EQUITY INDEX F | $2K |
FLOTISHARES TR | $2K |
NEENEXTERA ENERGY INC | $1K |
VHTVANGUARD WORLD FDS | $1K |
PEPPEPSICO INC | $1K |
ESGUISHARES TR | $1K |
MDTMEDTRONIC PLC | $1K |
SPXLDIREXION SHS ETF TR | $1K |
CRMSALESFORCE INC | $1K |
VPUVANGUARD WORLD FDS | $1K |
PGPROCTER AND GAMBLE CO | $1K |
IXNISHARES TR | $1K |
SMMDISHARES TR | $1K |
IEMGISHARES INC | $1K |
XOMEXXON MOBIL CORP | $1K |
ESMLISHARES TR | $1K |
IDXXIDEXX LABS INC | $1K |
IWMISHARES TR | $1K |
ABBVABBVIE INC | $1K |
MRKMERCK & CO INC | $1K |
DSIISHARES TR | $1K |
VGTVANGUARD WORLD FDS | $1K |
AMATAPPLIED MATLS INC | $1K |
EWCISHARES INC | $0 |
TMOTHERMO FISHER SCIENTIFIC INC | $0 |
FHLCFIDELITY COVINGTON TRUST | $0 |
AQLTISHARES TR | $0 |
A4SAMERIPRISE FINL INC | $0 |
VMBSVANGUARD SCOTTSDALE FDS | $0 |
JPMJPMORGAN CHASE & CO | $0 |
TAT&T INC | $0 |
CATCATERPILLAR INC | $0 |
BABOEING CO | $0 |
SHVISHARES TR | $0 |
GOOGALPHABET INC | $0 |
NSANATIONAL STORAGE AFFILIATES | $0 |
FUTYFIDELITY COVINGTON TRUST | $0 |
XLCSELECT SECTOR SPDR TR | $0 |
XLFISELECT SECTOR SPDR TR | $0 |
ITA*ISHARES TR | $0 |
IYGISHARES TR | $0 |
HDHOME DEPOT INC | $0 |
NDQINVESCO QQQ TR | $0 |
VTVANGUARD INTL EQUITY INDEX F | $0 |
BACVERIZON COMMUNICATIONS INC | $0 |
XLVSELECT SECTOR SPDR TR | $0 |
CVXCHEVRON CORP NEW | $0 |
GOOGLALPHABET INC | $0 |
IJRISHARES TR | $0 |
IAUISHARES TR | $0 |
SUSCISHARES TR | $0 |
VCSHVANGUARD SCOTTSDALE FDS | $0 |
XLYSELECT SECTOR SPDR TR | $0 |
IJHISHARES TR | $0 |
YUMYUM BRANDS INC | $0 |
UNHUNITEDHEALTH GROUP INC | $0 |
QCOMQUALCOMM INC | $0 |
TECLDIREXION SHS ETF TR | $0 |
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