CIK 1810720
Charter Oak Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 1.8M | $1M+ | SH |
| IGIB | ISHARES TR | 1.5M | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 358K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 782K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 513K | $1M+ | SH |
| IXUS | ISHARES TR | 415K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 578K | $1M+ | SH |
| AAPL | APPLE INC | 78K | $1M+ | SH |
| IGSB | ISHARES TR | 243K | $1M+ | SH |
| ACWI | ISHARES TR | 81K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 157K | $1M+ | SH |
| SUSA | ISHARES TR | 72K | $1M+ | SH |
| IUSV | ISHARES TR | 90K | $1M+ | SH |
| ACWX | ISHARES TR | 135K | $1M+ | SH |
| IVW | ISHARES TR | 67K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 109K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 53K | $1M+ | SH |
| NUBD | NUSHARES ETF TR | 270K | $1M+ | SH |
| IVE | ISHARES TR | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| IXN | ISHARES TR | 40K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 15K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 60K | $1M+ | SH |
| SUSB | ISHARES TR | 144K | $1M+ | SH |
| EAGG | ISHARES TR | 75K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 24K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| IHI | ISHARES TR | 49K | $1M+ | SH |
| SLQD | ISHARES TR | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 14K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 34K | $1M+ | SH |
| MS | MORGAN STANLEY | 16K | $1M+ | SH |
| SPXL | DIREXION SHS ETF TR | 12K | $1M+ | SH |
| ESML | ISHARES TR | 57K | $1M+ | SH |
| ESGD | ISHARES TR | 25K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 11K | $1M+ | SH |
| DSI | ISHARES TR | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| IEFA | ISHARES TR | 22K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 8K | $1M+ | SH |