Fund HoldingsCharter Oak Capital Management, LLC

Total Portfolio Value
$1.29B
Total Bought
$38.48M
Total Sold
$58.35M
Net Transaction
-$19.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD BD INDEX FDS
VANGUARD ULTRA
578,483872,856+294,37328,83243,4553.37%+14,624
VANGUARD STAR FDS1,663,5031,676,714+13,211125,495129,29110.03%+3,797
ISHARES TR1,849,7351,896,989+47,254184,752188,31414.60%+3,563
ISHARES TR1,527,9561,599,851+71,89582,32685,1446.60%+2,818
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
012,332+12,33202,2800.18%+2,280
VANGUARD WHITEHALL FDS24,16637,278+13,1123,4685,5210.43%+2,053
ANALOG DEVICES INC(ADI)15,45215,447-54,1914,9140.38%+724
ISHARES TR35,31348,472+13,1591,5512,1090.16%+558
AMAZON COM INC(AMZN)7,90011,097+3,1971,8242,3110.18%+488
ISHARES INC
CORE MSCI EMKT
14,37120,261+5,8909661,4130.11%+447
ISHARES TR89,91593,569+3,6549,2209,5670.74%+347
ISHARES TR
CORE MSCI EAFE
21,96025,449+3,4891,9642,3040.18%+339
EXXON MOBIL CORP010,394+10,39401,7630.14%+1,763
JOHNSON & JOHNSON(JNJ)13,77412,806-9682,8513,1300.24%+280
VANGUARD INDEX FDS24,77625,540+7644,7325,0110.39%+279
MARATHON PETE CORP(MPC)01,000+1,00002440.02%+244
CHEVRON CORPORATION(CVX)04,040+4,04008360.06%+836
KINDER MORGAN INC DEL(KMI)07,020+7,02002350.02%+235
GE VERNOVA INC(GEV)0254+25402220.02%+222
CONOCOPHILLIPS(COP)01,637+1,63702160.02%+216
NOVARTIS AG(NVS)01,360+1,36002080.02%+208
VANGUARD WHITEHALL FDS11,18612,876+1,6901,0071,2130.09%+207
DTE ENERGY CO(DTB)01,389+1,38902030.02%+203
LAM RESEARCH CORP(LRCX)0944+94402020.02%+202
CARRIER GLOBAL CORPORATION(CARR)03,573+3,57302010.02%+201
DOMINION ENERGY INC(D)03,254+3,25402010.02%+201
AIR PRODUCTS AND CHEMICALS I0692+69202010.02%+201
TEXAS INSTRS INC(TXN)08,478+8,47801,6460.13%+1,646
CATERPILLAR INC(CAT)1,4331,414-198211,0020.08%+181
ISHARES TR3,8084,552+7448019730.08%+172
VANGUARD INDEX FDS04,443+4,44301,1640.09%+1,164
CORNING INC(GLW)03,331+3,33104530.04%+453
WALMART INC(WMT)10,73910,764+251,1961,3380.10%+141
HOME DEPOT INC(HD)02,866+2,86609430.07%+943
NEXTERA ENERGY INC(NEE)12,71812,404-3141,0211,1520.09%+131
RTX CORPORATION(RTX)9,7009,868+1681,7791,9040.15%+125
ISHARES TR014,531+14,53109810.08%+981
DEERE & CO(DE)01,531+1,53108630.07%+863
ISHARES TR4,6734,936+2631,0031,0800.08%+77
HONEYWELL INTL INC(HON)2,4532,45304795540.04%+76
ISHARES TR04,642+4,64205770.04%+577
WATSCO INC(WSO)02,550+2,55009280.07%+928
PEPSICO INC(PEP)05,412+5,41208410.07%+841
COCA COLA CO(KO)07,453+7,45305670.04%+567
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,8534,472-3812172740.02%+57
ISHARES TR076,374+76,374010,0890.78%+10,089
IRON MTN INC DEL(IRM)02,862+2,86202920.02%+292
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1001,144+443343870.03%+52
VANGUARD WORLD FD
UTILITIES ETF
06,249+6,24901,2380.10%+1,238
ENTERPRISE PRODS PARTNERS L(EPD)08,364+8,36403170.02%+317
COSTCO WHOLESALE CORPORATION(COST)0266+26602650.02%+265
VANGUARD INTL EQUITY INDEX F016,358+16,35801,5990.12%+1,599
VERIZON COMMUNICATIONS INC(VZ)06,431+6,43103230.03%+323
DUKE ENERGY CORP NEW(DUK)1,8331,841+82152410.02%+26
YUM BRANDS INC(YUM)05,574+5,57408670.07%+867
VANGUARD INTL EQUITY INDEX F10,97111,360+3891,5481,5710.12%+24
ISHARES INC
ESG AWR MSCI EM
5,0755,439+3642242470.02%+23
VANECK ETF TRUST
SEMICONDUCTR ETF
99099003573800.03%+23
ISHARES TR6,4736,853+3802762980.02%+23
AMGEN INC(AMGN)945942-33093310.03%+22
SPDR GOLD TR(GLD)64864802572790.02%+22
TJX COS INC NEW(TJX)03,685+3,68505880.05%+588
APPLIED MATLS INC4,1523,181-9711,0671,0870.08%+20
REALTY INCOME CORP(O)04,080+4,08002500.02%+250
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
01,410+1,41002310.02%+231
ISHARES TR01,422+1,42202150.02%+215
VANGUARD WORLD FD157,179157,138-4111,25711,2720.87%+14
VANGUARD WORLD FD10,18710,523+3366486610.05%+13
NETFLIX INC.(NFLX)03,180+3,18003060.02%+306
SPDR SERIES TRUST
ST STR P400MID
10,36710,320-476006110.05%+11
ISHARES TR6,0416,179+1382702800.02%+11
SPDR SERIES TRUST
ST STR SP DIV
1,5161,51602112210.02%+10
CHUBB LTD SWITZ
COM
65965902062150.02%+9
YUM CHINA HLDGS INC(YUMC)8,0518,05103843930.03%+8
EVERSOURCE ENERGY(ES)3,4773,47702342410.02%+7
PHILIP MORRIS INTL INC(PM)1,8051,790-152892960.02%+6
VANGUARD INTL EQUITY INDEX F025,488+25,48801,3780.11%+1,378
PROCTER & GAMBLE CO(PG)010,342+10,34201,4940.12%+1,494
MERCK & CO INC(MRK)11,1829,826-1,3561,1771,1820.09%+5
GENERAL DYNAMICS CORP(GD)0609+60902090.02%+209
NUSHARES ETF TR
NUVEEN ESG EMRGN
07,033+7,03302580.02%+258
MCDONALDS CORP(MCD)02,633+2,63308180.06%+818
TEXTRON INC(TXT)04,263+4,26303730.03%+373
ISHARES TR02,889+2,88903190.02%+319
PIMCO ETF TR
ENHAN SHRT MA AC
03,153+3,15303170.02%+317
AFLAC INC(AFL)03,104+3,10403410.03%+341
ISHARES TR7,7947,79402502480.02%-2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,2006,209+94944920.04%-2
BANK NEW YORK MELLON CORP02,051+2,05102430.02%+243
ISHARES TR
MSCI USA MIN ETF
02,193+2,19302030.02%+203
EMERSON ELEC CO(EMR)01,679+1,67902200.02%+220
WISDOMTREE TR(WT)03,578+3,57803140.02%+314
LOWES COS INC(LOW)01,487+1,48703510.03%+351
SPDR SERIES TRUST
ST INTER ETF
12,89512,705-1903723640.03%-8
ISHARES INC08,547+8,54704680.04%+468
NUSHARES ETF TR
NUVEEN ESG US
270,347271,726+1,3796,0446,0350.47%-9
STATE STR SPDR S&P 500 ETF T(SPY)06,853+6,85304,4570.35%+4,457
ALLSTATE CORP(ALL)02,001+2,00104150.03%+415
DISNEY WALT CO(DIS)03,164+3,16403050.02%+305
INTEL CORP(INTC)21,65417,649-4,0057997790.06%-20
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