Institutions / Charter Oak Capital Management, LLC

Charter Oak Capital Management, LLC

CIK 1810720 · Institution · as of Dec 31, 2025

Portfolio value

$1.31B

Positions

208

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 208 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$337.65M	492,966	25.8%
iShares Tr	—	$184.75M	1,849,735	14.1%
Vanguard Star Fds	—	$125.49M	1,663,503	9.6%
iShares Tr	—	$82.33M	1,527,956	6.3%
Vanguard Index Fds	—	$74.88M	358,062	5.7%
Vanguard Bd Index Fds	—	$61.64M	782,173	4.7%
Vanguard Intl Equity Index F	—	$37.75M	513,222	2.9%
iShares MSCI UAE ETF	—	$35.11M	414,803	2.7%
Vanguard Index Fds	—	$30.06M	47,931	2.3%
Vanguard Bd Index Fds	—	$28.83M	578,483	2.2%
Apple Inc.	—	$21.33M	78,467	1.6%
iShares Tr	—	$12.85M	242,991	1.0%
iShares Tr	—	$11.45M	80,900	0.9%
Vanguard World Fd	—	$11.26M	157,179	0.9%
iShares Tr	—	$10.03M	71,996	0.8%
iShares Tr	—	$9.22M	89,915	0.7%
iShares Tr	—	$9.07M	135,051	0.7%
iShares Tr	—	$8.31M	67,459	0.6%
Vanguard Bd Index Fds	—	$8.04M	108,579	0.6%
Vanguard World Fd	—	$6.41M	52,977	0.5%
Nushares ETF Tr	—	$6.04M	270,347	0.5%
iShares Tr	—	$5.45M	25,706	0.4%
Microsoft Corp	—	$4.87M	10,067	0.4%
Vanguard Index Fds	—	$4.73M	24,776	0.4%
SPDR S&P 500 ETF Tr	—	$4.47M	6,548	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.