Charter Oak Capital Management, LLC
CIK Number: 0001810720
1.09B
Market Value
180
# of Holdings
13 months
Avg. Holding Period
33.51%
Win Rate
11.30%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 585.56 | -0.02% | 513.82K | -0.83% | 302.48M | 392.26 | 28.16% |
| 2 | AGG | iShares Core U.... | 97.08 | +0.27% | 1.62M | +7.85% | 157.32M | 103.3 | 14.64% |
| 3 | VXUS | Vanguard Total ... | 66.52 | -0.19% | 1.17M | +8.13% | 68.83M | 56.67 | 6.41% |
| 4 | VXF | Vanguard Extend... | 181.41 | +0.23% | 355.99K | -3.06% | 67.63M | 159.71 | 6.30% |
| 5 | BSV | Vanguard Short-... | 78.03 | +0.12% | 768.67K | +12.13% | 59.39M | 79.02 | 5.53% |
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