Charter Oak Capital Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DEERE & CO | $782.5K | 0.1% |
| PEPSICO INC | $777.1K | 0.1% |
| iShares MSCI UAE ETF | $746.9K | 0.1% |
| REGENERON PHARMACEUTICALS, INC. | $739.5K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $736.4K | 0.1% |
| ISHARES TR | $707.6K | 0.1% |
| Mastercard Inc | $695.4K | 0.1% |
| SELECT SECTOR SPDR TR | $694.9K | 0.1% |
| ISHARES TR | $670.0K | 0.1% |
| CISCO SYSTEMS, INC. | $657.5K | 0.1% |
| VANGUARD WORLD FD | $648.2K | 0.0% |
| AMERIPRISE FINANCIAL INC | $633.9K | 0.0% |
| FIDELITY COVINGTON TRUST | $625.3K | 0.0% |
| VANGUARD INDEX FDS | $609.1K | 0.0% |
| INTUIT INC. | $606.1K | 0.0% |
| Markel Group Inc | $604.1K | 0.0% |
| SPDR SERIES TRUST | $600.4K | 0.0% |
| CHEVRON CORP | $600.1K | 0.0% |
| Meta Platforms Inc | $585.9K | 0.0% |
| TJX Cos Inc/The | $567.6K | 0.0% |
| ISHARES TR | $555.5K | 0.0% |
| PIMCO ETF TR | $520.9K | 0.0% |
| ABBOTT LABORATORIES | $510.6K | 0.0% |
| COCA COLA CO | $504.6K | 0.0% |
| ISHARES TR | $502.0K | 0.0% |
| SELECT SECTOR SPDR TR | $501.0K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $494.4K | 0.0% |
| ADVANCED MICRO DEVICES INC | $490.4K | 0.0% |
| ORACLE CORP | $484.0K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $478.6K | 0.0% |
| ISHARES INC | $476.6K | 0.0% |
| AMPHENOL CORP /DE | $474.6K | 0.0% |
| SI-BONE, Inc. | $473.3K | 0.0% |
| SELECT SECTOR SPDR TR | $472.9K | 0.0% |
| FIDELITY COMWLTH TR | $454.4K | 0.0% |
| ISHARES TR | $432.2K | 0.0% |
| GENERAL ELECTRIC CO | $432.0K | 0.0% |
| ALLSTATE CORP | $428.9K | 0.0% |
| AT&T INC. | $419.5K | 0.0% |
| ISHARES TR | $419.0K | 0.0% |
| The Boeing Company | $396.5K | 0.0% |
| BANK OF AMERICA CORP /DE | $396.1K | 0.0% |
| ISHARES TR | $391.5K | 0.0% |
| SELECT SECTOR SPDR TR | $389.0K | 0.0% |
| Yum China Holdings, Inc.YUMC | $384.4K | 0.0% |
| UNITEDHEALTH GROUP INC | $383.7K | 0.0% |
| SPDR SERIES TRUST | $371.9K | 0.0% |
| TEXTRON INC | $371.6K | 0.0% |
| FIDELITY COVINGTON TRUST | $371.5K | 0.0% |
| ISHARES TR | $365.6K | 0.0% |