Notify me when Charter Oak Capital Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 208 | $1,311,044,371 | +$56,623,281 | -$40,146,390 | +$16,476,891 | IVV, AGG, VXUS, IGIB, VXF | 13F-HR | 23 Jan 2026, 14:04 |
| Q3 2025 | 202 | $1,274,441,759 | +$47,140,814 | -$23,268,343 | +$23,872,471 | IVV, AGG, VXUS, IGIB, VXF | 13F-HR | 30 Oct 2025, 10:15 |
| Q2 2025 | 196 | $1,183,816,654 | +$34,355,175 | -$15,719,380 | +$18,635,795 | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 10 Jul 2025, 15:28 |
| Q1 2025 | 193 | $1,089,484,707 | +$40,919,598 | -$12,261,288 | +$28,658,310 | IVV, AGG, VXUS, BSV, VXF | 13F-HR | 14 Apr 2025, 10:42 |
| Q4 2024 | 180 | $1,074,311,866 | +$37,990,375 | -$17,803,652 | +$20,186,723 | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 22 Jan 2025, 16:15 |
| Q3 2024 | 186 | $1,070,304,208 | +$65,387,897 | -$6,737,607 | +$58,650,290 | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 30 Oct 2024, 14:02 |
| Q2 2024 | 175 | $958,338,940 | +$51,124,240 | -$38,110,731 | +$13,013,509 | IVV, AGG, VXF, VXUS, BSV | 13F-HR | 24 Jul 2024, 16:13 |
| Q1 2024 | 182 | $933,139,434 | +$62,985,101 | -$16,063,942 | +$46,921,159 | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 23 Apr 2024, 11:28 |
| Q4 2023 | 168 | $841,823,853 | +$33,098,046 | -$16,024,613 | +$17,073,433 | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 26 Jan 2024, 11:23 |
| Q3 2023 | 171 | $755,094,766 | +$48,245,706 | -$31,087,648 | +$17,158,058 | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 04 Oct 2023, 17:47 |
| Q2 2023 | 173 | $767,781,866 | +$31,530,221 | -$16,815,038 | +$14,715,183 | IVV, AGG, VEU, VXF, IXUS | 13F-HR | 20 Jul 2023, 12:24 |
| Q1 2023 | 174 | $720,753,885 | +$29,813,599 | -$15,226,005 | +$14,587,594 | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 19 Apr 2023, 16:35 |
| Q4 2022 | 160 | $667,662,314 | +$39,366,991 | -$36,865,469 | +$2,501,522 | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 20 Jan 2023, 13:08 |
| Q3 2022 | 157 | $624,976,000 | +$19,766,329 | -$85,093,629 | -$65,327,300 | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 06 Dec 2022, 15:38 |
| Q2 2022 | 905 | $732,684,000 | +$49,045,485 | -$32,923,216 | +$16,122,269 | IVV, VEU, AGG, VXF, IXUS | 13F-HR | 21 Jul 2022, 16:44 |
| Q1 2022 | 952 | $816,257,000 | +$39,873,867 | -$36,446,180 | +$3,427,687 | IVV, VEU, AGG, BSV, VXF | 13F-HR | 05 May 2022, 16:33 |
| Q4 2021 | 841 | $858,523,000 | +$41,242,948 | -$13,787,743 | +$27,455,205 | IVV, AGG, VEU, BSV, VXF | 13F-HR | 09 Feb 2022, 14:21 |
| Q3 2021 | 813 | $796,710,000 | +$38,331,651 | -$3,973,712 | +$34,357,939 | IVV, AGG, VEU, BSV, VXF | 13F-HR | 08 Nov 2021, 10:46 |
| Q2 2021 | 798 | $777,287,000 | +$41,146,193 | -$6,563,422 | +$34,582,771 | IVV, AGG, VEU, BSV, VXF | 13F-HR | 29 Jul 2021, 14:59 |
| Q1 2021 | 775 | $709,929,000 | +$48,942,039 | -$16,310,971 | +$32,631,068 | IVV, AGG, VEU, BSV, IXUS | 13F-HR | 17 May 2021, 09:56 |
| Q4 2020 | 723 | $658,206,000 | $0 | $0 | $0 | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 12 Feb 2021, 14:33 |