Charter Oak Capital Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $200.7K | 0.0% |
| TORONTO DOMINION BK ONT | $202.4K | 0.0% |
| GENERAL DYNAMICS CORP | $204.2K | 0.0% |
| Chubb Ltd | $205.7K | 0.0% |
| iShares MSCI UAE ETF | $207.0K | 0.0% |
| GENERAL MILLS INC | $207.6K | 0.0% |
| ISHARES GOLD TR | $209.7K | 0.0% |
| SPDR SERIES TRUST | $211.0K | 0.0% |
| FIDELITY COVINGTON TRUST | $212.6K | 0.0% |
| Duke Energy Corp | $214.8K | 0.0% |
| FIRST TR EXCHANGE TRADED FD | $215.8K | 0.0% |
| SELECT SECTOR SPDR TR | $217.0K | 0.0% |
| ISHARES INC | $224.2K | 0.0% |
| EMERSON ELECTRIC CO | $225.5K | 0.0% |
| COSTCO WHOLESALE CORP /NEW | $229.5K | 0.0% |
| REALTY INCOME CORP | $230.0K | 0.0% |
| EVERSOURCE ENERGY | $234.1K | 0.0% |
| Otis Worldwide Corp | $234.5K | 0.0% |
| Iron Mountain Inc | $237.4K | 0.0% |
| 3M CO | $246.3K | 0.0% |
| Bank of New York Mellon Corp/The | $246.9K | 0.0% |
| ISHARES TR | $248.5K | 0.0% |
| ISHARES TR | $249.7K | 0.0% |
| VANGUARD INDEX FDS | $253.7K | 0.0% |
| NUSHARES ETF TR | $254.2K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $254.7K | 0.0% |
| SPDR GOLD TR | $256.8K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $259.1K | 0.0% |
| Intuitive Surgical Inc | $259.4K | 0.0% |
| ISHARES TR | $269.7K | 0.0% |
| AMERICAN EXPRESS CO | $271.6K | 0.0% |
| PFIZER INC | $272.1K | 0.0% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $273.3K | 0.0% |
| ISHARES TR | $275.6K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $281.0K | 0.0% |
| ISHARES TR | $282.1K | 0.0% |
| VANGUARD WORLD FD | $282.9K | 0.0% |
| FIDELITY COVINGTON TRUST | $288.5K | 0.0% |
| Philip Morris International Inc. | $289.5K | 0.0% |
| CORNING INC /NY | $291.8K | 0.0% |
| Netflix Inc | $293.0K | 0.0% |
| VERIZON COMMUNICATIONS INC | $294.7K | 0.0% |
| ISHARES U S ETF TR | $304.0K | 0.0% |
| AMGEN INC | $309.3K | 0.0% |
| PIMCO ETF TR | $316.4K | 0.0% |
| ISHARES TR | $317.5K | 0.0% |
| Walt Disney Co | $319.3K | 0.0% |
| WISDOMTREE TR | $319.9K | 0.0% |
| Cigna Group | $332.5K | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $334.4K | 0.0% |