Charter Oak Capital Management, LLC - Portfolio overview

Charter Oak Capital Management, LLC has 218 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 22.27%
2. IGIB - ISHARES TR, 10.07%
3. VXF - VANGUARD INDEX FDS, 8.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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