Charter Oak Capital Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $337.65M | 25.8% |
| ISHARES TR | $184.75M | 14.1% |
| VANGUARD STAR FDS | $125.49M | 9.6% |
| ISHARES TR | $82.33M | 6.3% |
| VANGUARD INDEX FDS | $74.88M | 5.7% |
| VANGUARD BD INDEX FDS | $61.64M | 4.7% |
| VANGUARD INTL EQUITY INDEX F | $37.75M | 2.9% |
| iShares MSCI UAE ETF | $35.11M | 2.7% |
| VANGUARD INDEX FDS | $30.06M | 2.3% |
| VANGUARD BD INDEX FDS | $28.83M | 2.2% |
| Apple Inc. | $21.33M | 1.6% |
| ISHARES TR | $12.85M | 1.0% |
| ISHARES TR | $11.45M | 0.9% |
| VANGUARD WORLD FD | $11.26M | 0.9% |
| ISHARES TR | $10.03M | 0.8% |
| ISHARES TR | $9.22M | 0.7% |
| ISHARES TR | $9.07M | 0.7% |
| ISHARES TR | $8.31M | 0.6% |
| VANGUARD BD INDEX FDS | $8.04M | 0.6% |
| VANGUARD WORLD FD | $6.41M | 0.5% |
| NUSHARES ETF TR | $6.04M | 0.5% |
| ISHARES TR | $5.45M | 0.4% |
| MICROSOFT CORP | $4.87M | 0.4% |
| VANGUARD INDEX FDS | $4.73M | 0.4% |
| SPDR S&P 500 ETF TR | $4.47M | 0.3% |
| VANGUARD INDEX FDS | $4.44M | 0.3% |
| ISHARES TR | $4.22M | 0.3% |
| ANALOG DEVICES INC | $4.19M | 0.3% |
| VANGUARD INDEX FDS | $4.15M | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $3.86M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $3.75M | 0.3% |
| ISHARES TR | $3.64M | 0.3% |
| ISHARES TR | $3.57M | 0.3% |
| VANGUARD WHITEHALL FDS | $3.47M | 0.3% |
| JPMORGAN CHASE & CO | $3.22M | 0.2% |
| ISHARES TR | $3.04M | 0.2% |
| ISHARES TR | $2.93M | 0.2% |
| JOHNSON & JOHNSON | $2.85M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $2.83M | 0.2% |
| Morgan Stanley | $2.81M | 0.2% |
| DIREXION SHS ETF TR | $2.71M | 0.2% |
| ISHARES TR | $2.63M | 0.2% |
| ISHARES TR | $2.37M | 0.2% |
| The PNC Financial Services Group, Inc. | $2.21M | 0.2% |
| ISHARES TR | $2.02M | 0.2% |
| NVIDIA Corp | $2.00M | 0.2% |
| Warren E. Buffett | $2.00M | 0.2% |
| ISHARES TR | $1.96M | 0.1% |
| AbbVie Inc. | $1.92M | 0.1% |
| Amazon.com Inc | $1.82M | 0.1% |