Charter Oak Capital Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 180 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 $302M, Ishares Core U.S. Aggregate Bo with a value of $157M, Vanguard Star Fd Vanguard Tota with a value of $68.8M, Vanguard Extended Market ETF with a value of $67.6M, and Vanguard Bd Index Fd Inc Short with a value of $59.4M.
Examining the 13F form we can see an increase of $5.28M in the current position value, from $1.07B 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: $996 Million
Technology: $35.3 Million
Healthcare: $10.5 Million
Financial Services: $8.32 Million
Consumer Cyclical: $5.78 Million
Industrials: $5.73 Million
Consumer Defensive: $4.49 Million
Communication Services: $3.78 Million
Other: $4.56 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
