Charter Oak Capital Management, LLC Q2 2021 Filing

Filed July 29, 2021

Portfolio Value

$779.1B

Holdings

880

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (880 positions)

StockValue
ZBRAZEBRA TECHNOLOGIES CORPORATI
$27K
DDDUPONT DE NEMOURS INC
$27K
PSAPUBLIC STORAGE
$27K
CSXCSX CORP
$26K
ROBOEXCHANGE TRADED CONCEPTS TR
$26K
MGMMGM RESORTS INTERNATIONAL
$26K
DWDMORGAN STANLEY
$26K
VCITVANGUARD SCOTTSDALE FDS
$26K
DOCUSDPHYSICIANS RLTY TR
$26K
HYDVANECK VECTORS ETF TR
$26K
PSRINVESCO ACTIVELY MANAGED ETF
$26K
ICSHISHARES TR
$26K
SBUXSTARBUCKS CORP
$25K
PAWZPROSHARES TR
$25K
XSOEWISDOMTREE TR
$25K
EZMWISDOMTREE TR
$25K
HRLHORMEL FOODS CORP
$25K
HDVISHARES TR
$25K
BPYPNBROOKFIELD PPTY REIT INC
$25K
MCOMOODYS CORP
$25K
RPVINVESCO EXCHANGE TRADED FD T
$25K
WFCWELLS FARGO CO NEW
$24K
GPCGENUINE PARTS CO
$24K
MFCMANULIFE FINL CORP
$24K
NOCNORTHROP GRUMMAN CORP
$24K
DREUSDDUKE REALTY CORP
$24K
VBKVANGUARD INDEX FDS
$23K
IDV*ISHARES TR
$23K
KKRKKR & CO INC
$23K
ACADACADIA PHARMACEUTICALS INC
$23K
SLYVSPDR SER TR
$23K
CAMBRIDGE BANCORP
$22K
PMMPUTNAM MANAGED MUN INCOME TR
$22K
SENS1GBPSENSEONICS HLDGS INC
$22K
XMLVINVESCO EXCH TRADED FD TR II
$22K
WQTMWISDOMTREE TR
$22K
CCLCARNIVAL CORP
$22K
PVHPVH CORPORATION
$22K
EZUISHARES INC
$22K
DONSPDR DOW JONES INDL AVERAGE
$21K
PPLPPL CORP
$21K
UTLUNITIL CORP
$21K
WDCWESTERN DIGITAL CORP.
$21K
PSXPHILLIPS 66
$21K
HIIHUNTINGTON INGALLS INDS INC
$21K
JCIJOHNSON CTLS INTL PLC
$21K
ELMEWASHINGTON REAL ESTATE INVT
$20K
FSTAFIDELITY COVINGTON TRUST
$20K
SYFSYNCHRONY FINANCIAL
$20K
OCOWENS CORNING NEW
$20K
TMTOYOTA MOTOR CORP
$20K
NOUNOUVEAU MONDE GRAPHITE INC
$20K
ROPROPER TECHNOLOGIES INC
$20K
FSKFS KKR CAP CORP
$20K
ISMDNORTHERN LTS FD TR IV
$20K
TXTTEXTRON INC
$20K
FTECFIDELITY COVINGTON TRUST
$20K
XBMEXBLACKROCK HEALTH SCIENCES TR
$20K
SPIBSPDR SER TR
$20K
ARTYISHARES TR
$20K
HYSPIMCO ETF TR
$20K
FTCSFIRST TR EXCHANGE-TRADED FD
$20K
SMGSCOTTS MIRACLE-GRO CO
$19K
COINCOINBASE GLOBAL INC
$19K
JBLUJETBLUE AWYS CORP
$19K
ASMLASML HOLDING N V
$19K
FRTEURFEDERAL RLTY INVT TR
$19K
OXYOCCIDENTAL PETE CORP
$19K
DEMWISDOMTREE TR
$19K
PDOPIMCO DYNAMIC INCOME OPRNTS
$19K
UTHUNITED THERAPEUTICS CORP DEL
$19K
SRCUSDSPIRIT RLTY CAP INC NEW
$19K
FSC1EUROAKTREE SPECIALTY LENDING CO
$18K
EPREPR PPTYS
$18K
LTHM1EURLIVENT CORP
$18K
PLANUSDANAPLAN INC
$18K
ZTSZOETIS INC
$18K
DFSEURDISCOVER FINL SVCS
$18K
AVBAVALONBAY CMNTYS INC
$18K
WCNWASTE CONNECTIONS INC
$18K
QAIINDEXIQ ETF TR
$18K
AQLTISHARES TR
$18K
SAPSAP SE
$17K
XFOFXCOHEN & STEERS CLOSED-END OP
$17K
FASTFASTENAL CO
$17K
ESRTEMPIRE ST RLTY TR INC
$17K
TFISPDR SER TR
$16K
ARKTARK ETF TR
$16K
VOXVANGUARD WORLD FDS
$16K
FFORD MTR CO DEL
$16K
TRMBTRIMBLE INC
$16K
DSLDOUBLELINE INCOME SOLUTIONS
$16K
EFOPROSHARES TR
$16K
FDRRFIDELITY COVINGTON TRUST
$16K
FEFIRSTENERGY CORP
$16K
CERNCHFCERNER CORP
$16K
RDVYFIRST TR EXCHANGE-TRADED FD
$16K
KOFCOCA-COLA FEMSA SAB DE CV
$16K
EMNEASTMAN CHEM CO
$16K
HSTHOST HOTELS & RESORTS INC
$15K
PreviousPage 5 of 9Next