Charter Oak Capital Management, LLC Q1 2024 Filing
Filed April 23, 2024
Portfolio Value
$933.1B
Holdings
182
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (182 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $265K |
AGGISHARES TR | $136K |
VXFVANGUARD INDEX FDS | $60K |
VXUSVANGUARD STAR FDS | $54K |
VEUVANGUARD INTL EQUITY INDEX F | $40K |
BSVVANGUARD BD INDEX FDS | $39K |
IXUSISHARES TR | $36K |
VOOVANGUARD INDEX FDS | $28K |
BNDVANGUARD BD INDEX FDS | $23K |
AAPLAPPLE INC | $13K |
IGSBISHARES TR | $13K |
ACWIISHARES TR | $9K |
ACWXISHARES TR | $8K |
SUSAISHARES TR | $8K |
VSGXVANGUARD WORLD FD | $7K |
IUSVISHARES TR | $6K |
IVWISHARES TR | $6K |
NUBDNUSHARES ETF TR | $5K |
SLQDISHARES TR | $5K |
ESGVVANGUARD WORLD FD | $5K |
IHIISHARES TR | $4K |
IVEISHARES TR | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
VUGVANGUARD INDEX FDS | $3K |
MSFTMICROSOFT CORP | $3K |
SPXLDIREXION SHS ETF TR | $3K |
VGKVANGUARD INTL EQUITY INDEX F | $3K |
VTIVANGUARD INDEX FDS | $3K |
VIGVANGUARD SPECIALIZED FUNDS | $3K |
ADIANALOG DEVICES INC | $3K |
VTVVANGUARD INDEX FDS | $3K |
ISTBISHARES TR | $2K |
VEAVANGUARD TAX-MANAGED FDS | $2K |
SUSBISHARES TR | $2K |
SHYISHARES TR | $2K |
ESGDISHARES TR | $2K |
CRMSALESFORCE INC | $2K |
IGIBISHARES TR | $2K |
ESMLISHARES TR | $2K |
IXNISHARES TR | $2K |
WSOWATSCO INC | $1K |
DSIISHARES TR | $1K |
JPMJPMORGAN CHASE & CO | $1K |
XOMEXXON MOBIL CORP | $1K |
AQLTISHARES TR | $1K |
VPUVANGUARD WORLD FD | $1K |
SMMDISHARES TR | $1K |
SUSCISHARES TR | $1K |
ESGUISHARES TR | $1K |
JNJJOHNSON & JOHNSON | $1K |
FHLCFIDELITY COVINGTON TRUST | $1K |
VWOVANGUARD INTL EQUITY INDEX F | $1K |
AMZNAMAZON COM INC | $1K |
VHTVANGUARD WORLD FD | $1K |
TELTE CONNECTIVITY LTD | $1K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1K |
VPLVANGUARD INTL EQUITY INDEX F | $1K |
INTCINTEL CORP | $1K |
IJHISHARES TR | $1K |
AMATAPPLIED MATLS INC | $1K |
DWDMORGAN STANLEY | $1K |
IWMISHARES TR | $1K |
IDXXIDEXX LABS INC | $1K |
ABBVABBVIE INC | $1K |
MDTMEDTRONIC PLC | $1K |
PGPROCTER AND GAMBLE CO | $1K |
MRKMERCK & CO INC | $1K |
PEPPEPSICO INC | $1K |
HDHOME DEPOT INC | $1K |
VGTVANGUARD WORLD FD | $1K |
IYWISHARES TR | $1K |
EAGGISHARES TR | $1K |
BXBLACKSTONE INC | $0 |
DISDISNEY WALT CO | $0 |
IYJISHARES TR | $0 |
NVDANVIDIA CORPORATION | $0 |
XLKSELECT SECTOR SPDR TR | $0 |
CHDCHURCH & DWIGHT CO INC | $0 |
CSCOCISCO SYS INC | $0 |
SSOPROSHARES TR | $0 |
VNQVANGUARD INDEX FDS | $0 |
IEURISHARES TR | $0 |
FENYFIDELITY COVINGTON TRUST | $0 |
HIGHARTFORD FINL SVCS GROUP INC | $0 |
GISGENERAL MLS INC | $0 |
XLESELECT SECTOR SPDR TR | $0 |
NYCBEURNEW YORK CMNTY BANCORP INC | $0 |
LOWLOWES COS INC | $0 |
HYSPIMCO ETF TR | $0 |
TJXTJX COS INC NEW | $0 |
NEENEXTERA ENERGY INC | $0 |
HONHONEYWELL INTL INC | $0 |
ITOTISHARES TR | $0 |
SPXS1EURDIREXION SHS ETF TR | $0 |
AQLTISHARES TR | $0 |
EPDENTERPRISE PRODS PARTNERS L | $0 |
ICLNISHARES TR | $0 |
USMVISHARES TR | $0 |
SUSLISHARES TR | $0 |
VYMIVANGUARD WHITEHALL FDS | $0 |
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