Charter Oak Capital Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $299M, Ishares Core U.S. Aggregate Bo with a value of $152M, Vanguard Star Fd Vanguard Tota with a value of $69.9M, Vanguard Extended Market ETF with a value of $66.8M, and Vanguard Bd Index Fd Inc Short with a value of $53.9M.
Examining the 13F form we can see an increase of $111M in the current position value, from $958M to 1.07B.
Below you can find more details about Charter Oak Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
ETFs: $990 Million
Technology: $34.8 Million
Healthcare: $11.8 Million
Financial Services: $7.39 Million
Industrials: $5.92 Million
Consumer Cyclical: $5.72 Million
Consumer Defensive: $4.54 Million
Communication Services: $3.41 Million
Other: $5.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
