Charter Oak Capital Management, LLC — 13F holdings

Charter Oak Capital Management, LLC reported 211 holdings worth $1.29B in its 13F filing for Q1 2026, filed April 24, 2026.

Largest positions

  1. IVV ISHARES TR — $317M (24.6%)
  2. AGG ISHARES TR — $188M (14.6%)
  3. VXUS VANGUARD STAR FDS — $129M (10.0%)
  4. IGIB ISHARES TR — $85.1M (6.6%)
  5. VXF VANGUARD INDEX FDS — $72.4M (5.6%)
  6. BSV VANGUARD BD INDEX FDS — $55.3M (4.3%)
  7. VUSB VANGUARD BD INDEX FDS — $43.5M (3.4%)
  8. VEU VANGUARD INTL EQUITY INDEX F — $35.7M (2.8%)
  9. IXUS ISHARES TR — $33.9M (2.6%)
  10. VOO VANGUARD INDEX FDS — $28.0M (2.2%)