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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 2 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NUBD NUSHARES ETF TR 270,347.0 $6.0M 0.46% +28K +11.6% $22.35 -1.6%
22 IVE ISHARES TR 25,706.0 $5.5M 0.42% +256.0 +1.0% $212.07 +6.6%
23 MSFT MICROSOFT CORP Technology 10,067.0 $4.9M 0.37% $483.64 -13.3%
24 VTV VANGUARD INDEX FDS 24,776.0 $4.7M 0.36% +380.0 +1.6% $190.99 +9.4%
25 SPY SPDR S&P 500 ETF TR Financial Services 6,548.0 $4.5M 0.34% -271.0 -4.0% $681.97 +8.9%
26 VUG VANGUARD INDEX FDS 9,094.0 $4.4M 0.34% -642.0 -6.6% $487.87 -82.1%
27 IXN ISHARES TR 40,211.0 $4.2M 0.32% $105.00 +28.1%
28 ADI ANALOG DEVICES INC Technology 15,452.0 $4.2M 0.32% $271.21 +41.7%
29 VTI VANGUARD INDEX FDS 12,392.0 $4.2M 0.32% +82.0 +0.7% $335.26 +8.9%
30 VIG VANGUARD SPECIALIZED FUNDS 17,585.0 $3.9M 0.29% -172.0 -1.0% $219.78 +5.1%
31 VEA VANGUARD TAX-MANAGED FDS 60,103.0 $3.8M 0.29% +2K +2.6% $62.47 +13.2%
32 SUSB ISHARES TR 144,404.0 $3.6M 0.28% +3K +1.9% $25.24 -1.2%
33 EAGG ISHARES TR 74,566.0 $3.6M 0.27% +3K +4.5% $47.85 -1.6%
34 VYM VANGUARD WHITEHALL FDS 24,166.0 $3.5M 0.27% +10K +70.2% $143.52 +9.6%
35 JPM JPMORGAN CHASE & CO. Financial Services 9,987.0 $3.2M 0.24% +711.0 +7.7% $322.21 -6.0%
36 IHI ISHARES TR 48,863.0 $3.0M 0.23% -5K -9.6% $62.15 -18.7%
37 SLQD ISHARES TR 57,883.0 $2.9M 0.22% -24K -29.6% $50.70 -0.8%
38 JNJ JOHNSON & JOHNSON Healthcare 13,774.0 $2.9M 0.22% +1K +10.8% $206.95 +12.0%
39 VGK VANGUARD INTL EQUITY INDEX F 33,828.0 $2.8M 0.22% -1K -3.2% $83.61 +6.2%
40 MS MORGAN STANLEY Financial Services 15,824.0 $2.8M 0.21% -262.0 -1.6% $177.53 +12.9%
Page 2 of 11  ·  208 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%