| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 29.6% |
| ISHARES TR | 12 | Q3 2023 | 11.8% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 7.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 6.3% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 5.1% |
| ISHARES TR | 12 | Q3 2023 | 5.1% |
| ISHARES TR | 12 | Q3 2023 | 3.1% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 3.3% |
View Charter Oak Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-09 |
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.