Charter Oak Capital Management, LLC Q4 2021 Filing

Filed February 9, 2022

Portfolio Value

$860.1M

Holdings

917

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (917 positions)

StockValue
MASMASCO CORP
$38K
WEXWEX INC
$38K
GCVGABELLI CONV & INC SECS FD I
$37K
JWNUSDNORDSTROM INC
$37K
RPVINVESCO EXCHANGE TRADED FD T
$37K
SKYYFIRST TR EXCHANGE TRADED FD
$37K
DTEDTE ENERGY CO
$37K
SPHQINVESCO EXCHANGE TRADED FD T
$37K
CWBSPDR SER TR
$35K
AMHAMERICAN HOMES 4 RENT
$35K
OLNOLIN CORP
$35K
ZTSZOETIS INC
$35K
PENNPENN NATL GAMING INC
$35K
VBRVANGUARD INDEX FDS
$35K
LNTALLIANT ENERGY CORP
$34K
SLVISHARES SILVER TR
$34K
RDVYFIRST TR EXCHANGE-TRADED FD
$34K
ROBTFIRST TR EXCHANGE-TRADED FD
$34K
FCPIFIDELITY COVINGTON TRUST
$34K
SPLVINVESCO EXCH TRADED FD TR II
$34K
VLUEISHARES TR
$33K
AEPAMERICAN ELEC PWR CO INC
$33K
NANRSPDR INDEX SHS FDS
$33K
SCISERVICE CORP INTL
$33K
DREUSDDUKE REALTY CORP
$33K
XLFISELECT SECTOR SPDR TR
$32K
CSVCARRIAGE SVCS INC
$32K
GSEWGOLDMAN SACHS ETF TR
$32K
BNSBANK NOVA SCOTIA B C
$31K
IETCISHARES U S ETF TR
$31K
MXIISHARES TR
$31K
FSKFS KKR CAP CORP
$30K
CSXCSX CORP
$30K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$30K
ATOATMOS ENERGY CORP
$30K
PSRINVESCO ACTIVELY MANAGED ETF
$30K
TMUST-MOBILE US INC
$29K
KKRKKR & CO INC
$29K
KOMPSPDR SER TR
$29K
PYPLPAYPAL HLDGS INC
$29K
MTDMETTLER TOLEDO INTERNATIONAL
$29K
AMTAMERICAN TOWER CORP NEW
$29K
ULUNILEVER PLC
$29K
PAWZPROSHARES TR
$29K
BLOKAMPLIFY ETF TR
$28K
CWISPDR INDEX SHS FDS
$28K
LUVSOUTHWEST AIRLS CO
$28K
ROBOEXCHANGE TRADED CONCEPTS TR
$28K
SIVBEURSVB FINANCIAL GROUP
$28K
ERXDIREXION SHS ETF TR
$28K
MCOMOODYS CORP
$27K
VODVODAFONE GROUP PLC NEW
$27K
EZMWISDOMTREE TR
$27K
DOCUSDPHYSICIANS RLTY TR
$27K
DWDMORGAN STANLEY
$27K
MGMMGM RESORTS INTERNATIONAL
$27K
MUMICRON TECHNOLOGY INC
$26K
VCITVANGUARD SCOTTSDALE FDS
$26K
GPCGENUINE PARTS CO
$26K
CAMBRIDGE BANCORP
$25K
CCLCARNIVAL CORP
$25K
ICSHISHARES TR
$25K
JCIJOHNSON CTLS INTL PLC
$25K
SYYSYSCO CORP
$25K
SCHGSCHWAB STRATEGIC TR
$25K
NOCNORTHROP GRUMMAN CORP
$25K
FFORD MTR CO DEL
$25K
SBUXSTARBUCKS CORP
$25K
LEGLEGGETT & PLATT INC
$24K
KOFCOCA-COLA FEMSA SAB DE CV
$24K
PFXFVANECK ETF TRUST
$24K
IDV*ISHARES TR
$24K
RSPGINVESCO EXCHANGE TRADED FD T
$24K
VSTVISTRA CORP
$24K
LTHM1EURLIVENT CORP
$23K
UNITUNITI GROUP INC
$23K
FBTFIRST TR EXCHANGE-TRADED FD
$23K
UTHUNITED THERAPEUTICS CORP DEL
$23K
FRTEURFEDERAL RLTY INVT TR
$23K
MFCMANULIFE FINL CORP
$23K
SLYVSPDR SER TR
$23K
DONSPDR DOW JONES INDL AVERAGE
$22K
FASTFASTENAL CO
$22K
ACMAECOM
$22K
ACADACADIA PHARMACEUTICALS INC
$22K
ELMEWASHINGTON REAL ESTATE INVT
$22K
VONEVANGUARD SCOTTSDALE FDS
$22K
PMMPUTNAM MANAGED MUN INCOME TR
$22K
KHCKRAFT HEINZ CO
$22K
XSOEWISDOMTREE TR
$22K
EZUISHARES INC
$22K
FTCSFIRST TR EXCHANGE-TRADED FD
$22K
NATIONAL INSTRS CORP
$21K
WQTMWISDOMTREE TR
$21K
ROPROPER TECHNOLOGIES INC
$21K
DOWDOW INC
$21K
SPIBSPDR SER TR
$21K
XBMEXBLACKROCK HEALTH SCIENCES TR
$21K
TMTOYOTA MOTOR CORP
$21K
AVBAVALONBAY CMNTYS INC
$21K
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