Charter Oak Capital Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Portsmouth, NH
CIK
0001810720
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 186 1,070,304 IVV, AGG, VXUS, VXF 13F-HR 10/30/2024 000181072024000004
Q2 2024 175 958,338 IVV, AGG, VXF, VXUS 13F-HR 7/24/2024 000181072024000003
Q1 2024 182 933,139 IVV, AGG, VXF, VXUS 13F-HR 4/23/2024 000181072024000002
Q4 2023 168 841,823 IVV, AGG, VXF, VXUS 13F-HR 1/26/2024 000181072024000001
Q3 2023 171 755,094 IVV, AGG, VXF, VXUS 13F-HR 10/4/2023 000181072023000004
Q2 2023 173 767,781 IVV, AGG, VEU, VXF 13F-HR 7/20/2023 000181072023000003
Q1 2023 174 720,753 IVV, AGG, VEU, IXUS 13F-HR 4/19/2023 000181072023000002
Q4 2022 160 667,662 IVV, AGG, VEU, IXUS 13F-HR 1/20/2023 000181072023000001
Q3 2022 157 624,976 IVV, AGG, VEU, IXUS 13F-HR 12/6/2022 000181072022000006
Q2 2022 986 733,638 IVV, VEU, AGG, VXF 13F-HR 7/21/2022 000181072022000004
Q1 2022 1,034 817,844 IVV, VEU, AGG, BSV 13F-HR 5/5/2022 000181072022000003
Q4 2021 917 860,145 IVV, AGG, VEU, BSV 13F-HR 2/9/2022 000181072022000002
Q3 2021 893 798,492 IVV, AGG, VEU, BSV 13F-HR 11/8/2021 000181072021000006
Q2 2021 880 779,139 IVV, AGG, VEU, BSV 13F-HR 7/29/2021 000181072021000005
Q1 2021 855 711,691 IVV, AGG, VEU, BSV 13F-HR 5/17/2021 000181072021000004
Q4 2020 774 659,004 IVV, AGG, VEU, IXUS 13F-HR 2/12/2021 000181072021000003