Charter Oak Capital Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| RTX Corp | $1.78M | 0.1% |
| Salesforce Inc | $1.74M | 0.1% |
| TE Connectivity PLC | $1.72M | 0.1% |
| ISHARES TR | $1.71M | 0.1% |
| Alphabet Inc. | $1.71M | 0.1% |
| Medtronic plc | $1.67M | 0.1% |
| ISHARES TR | $1.65M | 0.1% |
| IDEXX LABORATORIES INC /DE | $1.60M | 0.1% |
| ISHARES TR | $1.60M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.57M | 0.1% |
| ISHARES TR | $1.55M | 0.1% |
| Broadcom Inc. | $1.55M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.55M | 0.1% |
| ISHARES TR | $1.50M | 0.1% |
| PROCTER & GAMBLE Co | $1.49M | 0.1% |
| EXXON MOBIL CORP | $1.47M | 0.1% |
| ISHARES TR | $1.45M | 0.1% |
| TEXAS INSTRUMENTS INC | $1.45M | 0.1% |
| Alphabet Inc. | $1.41M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.37M | 0.1% |
| VANGUARD WORLD FD | $1.34M | 0.1% |
| CELESTICA INCCLS | $1.33M | 0.1% |
| FIDELITY COVINGTON TRUST | $1.23M | 0.1% |
| Walmart Inc. | $1.20M | 0.1% |
| VANGUARD WORLD FD | $1.19M | 0.1% |
| ELI LILLY & Co | $1.18M | 0.1% |
| Merck & Co., Inc. | $1.18M | 0.1% |
| Tesla Inc | $1.14M | 0.1% |
| INVESCO QQQ TR | $1.14M | 0.1% |
| APPLIED MATERIALS INC /DE | $1.07M | 0.1% |
| ISHARES TR | $1.05M | 0.1% |
| VANGUARD WORLD FD | $1.05M | 0.1% |
| ISHARES TR | $1.03M | 0.1% |
| NEXTERA ENERGY INC | $1.02M | 0.1% |
| VANGUARD WHITEHALL FDS | $1.01M | 0.1% |
| ISHARES TR | $1.00M | 0.1% |
| VANGUARD INDEX FDS | $1.00M | 0.1% |
| THERMO FISHER SCIENTIFIC INC. | $994.1K | 0.1% |
| ISHARES INC | $966.0K | 0.1% |
| Visa Inc | $941.4K | 0.1% |
| iShares MSCI UAE ETF | $926.3K | 0.1% |
| ISHARES TR | $900.4K | 0.1% |
| QUALCOMM INC/DE | $887.4K | 0.1% |
| Watsco, Inc. | $859.2K | 0.1% |
| Yum! Brands Inc | $842.3K | 0.1% |
| CATERPILLAR INC | $821.2K | 0.1% |
| MCDONALD'S CORP | $815.8K | 0.1% |
| HOME DEPOT, INC. | $807.9K | 0.1% |
| ISHARES TR | $801.0K | 0.1% |
| INTEL CORP | $799.0K | 0.1% |