Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Charter Oak Capital Management, LLC (CIK 1810720) reported $1.29B across 208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($317.0M, 24.58%), AGG ($188.3M, 14.60%), VXUS ($129.3M, 10.03%), IGIB ($85.1M, 6.60%), VXF ($72.4M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $317.0M | 24.58% | 485,265 | Trimmed |
| 2 | AGG | ISHARES TR | $188.3M | 14.60% | 1.9M | Added |
| 3 | VXUS | VANGUARD STAR FDS | $129.3M | 10.03% | 1.7M | Added |
| 4 | IGIB | ISHARES TR | $85.1M | 6.60% | 1.6M | Added |
| 5 | VXF | VANGUARD INDEX FDS | $72.4M | 5.62% | 351,937 | Trimmed |
| 6 | BSV | VANGUARD BD INDEX FDS | $55.3M | 4.29% | 705,781 | Trimmed |
| 7 | VUSB | VANGUARD BD INDEX FDS | $43.5M | 3.37% | 872,856 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $35.7M | 2.77% | 474,940 | Trimmed |
| 9 | IXUS | ISHARES TR | $33.9M | 2.63% | 390,861 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $28.0M | 2.17% | 46,793 | Trimmed |
| 11 | AAPL | APPLE INC | $19.5M | 1.51% | 76,872 | Trimmed |
| 12 | IGSB | ISHARES TR | $12.2M | 0.95% | 232,317 | Trimmed |
| 13 | VSGX | VANGUARD WORLD FD | $11.3M | 0.87% | 157,138 | Trimmed |
| 14 | ACWI | ISHARES TR | $11.1M | 0.86% | 79,937 | Trimmed |
| 15 | SUSA | ISHARES TR | $10.1M | 0.78% | 76,374 | Added |
| 16 | IUSV | ISHARES TR | $9.6M | 0.74% | 93,569 | Added |
| 17 | ACWX | ISHARES TR | $8.9M | 0.69% | 130,501 | Trimmed |
| 18 | IVW | ISHARES TR | $7.5M | 0.58% | 66,443 | Trimmed |
| 19 | BND | VANGUARD BD INDEX FDS | $7.2M | 0.56% | 97,370 | Trimmed |
| 20 | NUBD | NUSHARES ETF TR | $6.0M | 0.47% | 271,726 | Added |
| 21 | ESGV | VANGUARD WORLD FD | $5.9M | 0.46% | 52,582 | Trimmed |
| 22 | VYM | VANGUARD WHITEHALL FDS | $5.5M | 0.43% | 37,278 | Added |
| 23 | IVE | ISHARES TR | $5.0M | 0.39% | 23,916 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $5.0M | 0.39% | 25,540 | Added |
| 25 | ADI | ANALOG DEVICES INC | $4.9M | 0.38% | 15,447 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31