Charter Oak Capital Management, LLC

Institutional manager (13F) · CIK 1810720

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	ISHARES TR	$317M	485,265
2	ISHARES TR	$188M	1,896,989
3	VANGUARD STAR FDS	$129M	1,676,714
4	ISHARES TR	$85M	1,599,851
5	VANGUARD INDEX FDS	$72M	351,937
6	VANGUARD BD INDEX FDS	$55M	705,781
7	VANGUARD BD INDEX FDS	$43M	872,856
8	VANGUARD INTL EQUITY INDEX F	$36M	474,940
9	ISHARES TR	$34M	390,861
10	VANGUARD INDEX FDS	$28M	46,793
11	APPLE INC	$20M	76,872
12	ISHARES TR	$12M	232,317
13	VANGUARD WORLD FD	$11M	157,138
14	ISHARES TR	$11M	79,937
15	ISHARES TR	$10M	76,374
16	ISHARES TR	$10M	93,569
17	ISHARES TR	$9M	130,501
18	ISHARES TR	$8M	66,443
19	VANGUARD BD INDEX FDS	$7M	97,370
20	NUSHARES ETF TR	$6M	271,726
21	VANGUARD WORLD FD	$6M	52,582
22	VANGUARD WHITEHALL FDS	$6M	37,278
23	ISHARES TR	$5M	23,916
24	VANGUARD INDEX FDS	$5M	25,540
25	ANALOG DEVICES INC	$5M	15,447
26	STATE STR SPDR S&P 500 ETF T	$4M	6,853
27	VANGUARD INDEX FDS	$4M	9,617
28	ISHARES TR	$4M	40,770
29	VANGUARD INDEX FDS	$4M	12,619
30	MICROSOFT CORP	$4M	10,307
31	VANGUARD SPECIALIZED FUNDS	$4M	17,724
32	VANGUARD TAX-MANAGED FDS	$4M	55,154
33	ISHARES TR	$3M	138,119
34	ISHARES TR	$3M	69,821
35	JOHNSON & JOHNSON	$3M	12,806
36	JPMORGAN CHASE & CO	$3M	9,293
37	VANGUARD INTL EQUITY INDEX F	$3M	32,259
38	ISHARES TR	$3M	48,284
39	MORGAN STANLEY	$3M	15,468
40	ISHARES TR	$2M	52,932
41	AMAZON COM INC	$2M	11,097
42	ISHARES TR	$2M	25,449
43	ISHARES TR	$2M	23,875
44	DIREXION SHARES ETF TRUST	$2M	12,332
45	ISHARES TR	$2M	48,472
46	PNC FINL SVCS GROUP INC	$2M	10,114
47	ISHARES TR	$2M	39,852
48	RTX CORPORATION	$2M	9,868
49	BERKSHIRE HATHAWAY INC DEL	$2M	3,967
50	ISHARES TR	$2M	15,555

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.