| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 29.6% |
| ISHARES TR | 15 | Q2 2024 | 14.6% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 7.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 6.7% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 5.1% |
| ISHARES TR | 15 | Q2 2024 | 5.1% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 3.4% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 3.4% |
| ISHARES TR | 15 | Q2 2024 | 3.1% |
| VANGUARD STAR FDS | 15 | Q2 2024 | 6.2% |
View Charter Oak Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-12-06 |
| 13F-HR | 2022-07-21 |
View Charter Oak Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.