Charter Oak Capital Management, LLC Q2 2024 Filing
Filed July 24, 2024
Portfolio Value
$958.3B
Holdings
175
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (175 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $275K |
AGGISHARES TR | $137K |
VXFVANGUARD INDEX FDS | $59K |
VXUSVANGUARD STAR FDS | $59K |
BSVVANGUARD BD INDEX FDS | $48K |
VEUVANGUARD INTL EQUITY INDEX F | $38K |
IXUSISHARES TR | $34K |
IGIBISHARES TR | $30K |
VOOVANGUARD INDEX FDS | $26K |
AAPLAPPLE INC | $16K |
IGSBISHARES TR | $13K |
BNDVANGUARD BD INDEX FDS | $10K |
ACWIISHARES TR | $9K |
ACWXISHARES TR | $8K |
SUSAISHARES TR | $8K |
VSGXVANGUARD WORLD FD | $7K |
IVWISHARES TR | $6K |
IUSVISHARES TR | $6K |
NUBDNUSHARES ETF TR | $5K |
SLQDISHARES TR | $5K |
ESGVVANGUARD WORLD FD | $5K |
IVEISHARES TR | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
ADIANALOG DEVICES INC | $4K |
VTVVANGUARD INDEX FDS | $3K |
IHIISHARES TR | $3K |
VGKVANGUARD INTL EQUITY INDEX F | $3K |
VUGVANGUARD INDEX FDS | $3K |
IXNISHARES TR | $3K |
MSFTMICROSOFT CORP | $3K |
VIGVANGUARD SPECIALIZED FUNDS | $3K |
VTIVANGUARD INDEX FDS | $3K |
SUSBISHARES TR | $2K |
ESMLISHARES TR | $2K |
SHYISHARES TR | $2K |
CRMSALESFORCE INC | $2K |
ESGDISHARES TR | $2K |
VEAVANGUARD TAX-MANAGED FDS | $2K |
EAGGISHARES TR | $1K |
WSOWATSCO INC | $1K |
DSIISHARES TR | $1K |
VGTVANGUARD WORLD FD | $1K |
MRKMERCK & CO INC | $1K |
ABBVABBVIE INC | $1K |
AMZNAMAZON COM INC | $1K |
IWMISHARES TR | $1K |
SMMDISHARES TR | $1K |
SUSCISHARES TR | $1K |
IDXXIDEXX LABS INC | $1K |
JPMJPMORGAN CHASE & CO. | $1K |
PGPROCTER AND GAMBLE CO | $1K |
ESGUISHARES TR | $1K |
VYMVANGUARD WHITEHALL FDS | $1K |
VHTVANGUARD WORLD FD | $1K |
TELTE CONNECTIVITY LTD | $1K |
ISTBISHARES TR | $1K |
FHLCFIDELITY COVINGTON TRUST | $1K |
VPUVANGUARD WORLD FD | $1K |
VWOVANGUARD INTL EQUITY INDEX F | $1K |
XOMEXXON MOBIL CORP | $1K |
AMATAPPLIED MATLS INC | $1K |
VPLVANGUARD INTL EQUITY INDEX F | $1K |
SPXLDIREXION SHS ETF TR | $1K |
NVDANVIDIA CORPORATION | $1K |
JNJJOHNSON & JOHNSON | $1K |
MDTMEDTRONIC PLC | $1K |
AQLTISHARES TR | $1K |
IYWISHARES TR | $1K |
XLFSELECT SECTOR SPDR TR | $0 |
MUBISHARES TR | $0 |
DISDISNEY WALT CO | $0 |
IYJISHARES TR | $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 |
OREALTY INCOME CORP | $0 |
XLESELECT SECTOR SPDR TR | $0 |
LOWLOWES COS INC | $0 |
HYSPIMCO ETF TR | $0 |
NEENEXTERA ENERGY INC | $0 |
HONHONEYWELL INTL INC | $0 |
ITOTISHARES TR | $0 |
SPXS1EURDIREXION SHS ETF TR | $0 |
AQLTISHARES TR | $0 |
ICLNISHARES TR | $0 |
VCITVANGUARD SCOTTSDALE FDS | $0 |
VYMIVANGUARD WHITEHALL FDS | $0 |
DEDEERE & CO | $0 |
FCOMFIDELITY COVINGTON TRUST | $0 |
NEARISHARES U S ETF TR | $0 |
IWDISHARES TR | $0 |
FDISFIDELITY COVINGTON TRUST | $0 |
BACBANK AMERICA CORP | $0 |
IWFISHARES TR | $0 |
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