Charter Capital Management, LLC\DE
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $1.50M | 0.8% |
| Alphabet Inc. | $1.76M | 0.9% |
| Alphabet Inc. | $2.08M | 1.1% |
| US BANCORP \DE | $2.10M | 1.1% |
| CAPITAL GROUP INTL FOCUS EQT | $2.12M | 1.1% |
| VANGUARD SPECIALIZED FUNDS | $2.70M | 1.4% |
| ISHARES TR | $3.72M | 1.9% |
| VANGUARD INDEX FDS | $4.96M | 2.6% |
| CAPITAL GROUP GROWTH ETF | $7.58M | 3.9% |
| FIDELITY COVINGTON TRUST | $8.31M | 4.3% |
| DIMENSIONAL ETF TRUST | $14.88M | 7.7% |
| INVESCO EXCHANGE TRADED FD T | $27.50M | 14.2% |
| VANGUARD WHITEHALL FDS | $28.91M | 14.9% |
| ISHARES TR | $58.53M | 30.2% |