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Portfolio (Quarterly) Guide ↗

Charter Oak Capital Management, LLC

· CIK 0001810720
13F Portfolio $1.3B AUM 211 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 69 Added 91 Reduced 4 Exited
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 1,849,735.0 $184.8M 14.09% +42K +2.3% $99.88 -1.5%
2 VXUS VANGUARD STAR FDS 1,663,503.0 $125.5M 9.57% +99K +6.3% $75.44 +12.1%
3 IGIB ISHARES TR 1,527,956.0 $82.3M 6.28% +100K +7.0% $53.88 -1.9%
4 VUSB VANGUARD BD INDEX FDS 578,483.0 $28.8M 2.20% +571K +8149.9% $49.84 -0.2%
5 AAPL APPLE INC Technology 78,467.0 $21.3M 1.63% +816.0 +1.1% $271.86 +12.2%
6 VSGX VANGUARD WORLD FD 157,179.0 $11.3M 0.86% +2K +1.5% $71.62 +12.0%
7 IUSV ISHARES TR 89,915.0 $9.2M 0.70% +2K +2.0% $102.54 +6.7%
8 NUBD NUSHARES ETF TR 270,347.0 $6.0M 0.46% +28K +11.6% $22.35 -1.6%
9 IVE ISHARES TR 25,706.0 $5.5M 0.42% +256.0 +1.0% $212.07 +6.6%
10 VTV VANGUARD INDEX FDS 24,776.0 $4.7M 0.36% +380.0 +1.6% $190.99 +9.4%
11 VTI VANGUARD INDEX FDS 12,392.0 $4.2M 0.32% +82.0 +0.7% $335.26 +8.9%
12 VEA VANGUARD TAX-MANAGED FDS 60,103.0 $3.8M 0.29% +2K +2.6% $62.47 +13.2%
13 SUSB ISHARES TR 144,404.0 $3.6M 0.28% +3K +1.9% $25.24 -1.2%
14 EAGG ISHARES TR 74,566.0 $3.6M 0.27% +3K +4.5% $47.85 -1.6%
15 VYM VANGUARD WHITEHALL FDS 24,166.0 $3.5M 0.27% +10K +70.2% $143.52 +9.6%
16 JPM JPMORGAN CHASE & CO. Financial Services 9,987.0 $3.2M 0.24% +711.0 +7.7% $322.21 -6.0%
17 JNJ JOHNSON & JOHNSON Healthcare 13,774.0 $2.9M 0.22% +1K +10.8% $206.95 +12.0%
18 NVDA NVIDIA CORPORATION Technology 10,739.0 $2.0M 0.15% +314.0 +3.0% $186.50 +17.7%
19 IEFA ISHARES TR 21,960.0 $2.0M 0.15% +3K +16.1% $89.46 +8.8%
20 AMZN AMAZON COM INC Consumer Cyclical 7,900.0 $1.8M 0.14% +67.0 +0.9% $230.83 +16.3%
Page 1 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 18.3%
Healthcare 13.4%
Industrials 6.5%
Consumer Cyclical 6.2%
Communication Services 4.6%
Consumer Defensive 4.3%
Energy 2.1%
Utilities 1.3%
Real Estate 0.4%