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Home > Institutional Investor > Charter Oak Capital Management, Llc > Profile

Instuitional Investor - Charter Oak Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Charter Oak Capital Management, Llc
Portfolio Value $841,823,853
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 494,870 $236,364,529 28.07%
2.
Ishares Trust
 IEF 1,137,353 $112,882,263 13.4%
3.
Vanguard Index Fds
 342,932 $56,384,800 6.69%
4.
Vanguard Star Fds
 780,427 $45,233,558 5.37%
5.
Vanguard Intl Equity Index Funds
 VWO 707,719 $39,731,352 4.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)