Charter Oak Capital Management, LLC Diversified Active

CIK: 0001810720 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 5, 2023

Total Value ($000): $755,095 (100.0% shares, 0.0% debt)

Holdings (171)

IVV ISHARES TR 27.9%
Value ($000) $210,924 Shares 491,171 Est. Cost $383.57 Unrealized
AGG ISHARES TR 11.8%
Value ($000) $89,072 Shares 947,176 Est. Cost $106.99 Unrealized
VXF VANGUARD INDEX FDS 6.3%
Value ($000) $47,555 Shares 331,786 Est. Cost $158.29 Unrealized
VXUS VANGUARD STAR FDS 5.0%
Value ($000) $37,824 Shares 706,718 Est. Cost $54.10 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 5.0%
Value ($000) $37,584 Shares 724,575 Est. Cost $58.94 Unrealized
BSV VANGUARD BD INDEX FDS 4.5%
Value ($000) $34,221 Shares 455,249 Est. Cost $80.53 Unrealized
IXUS ISHARES TR 4.4%
Value ($000) $32,923 Shares 548,802 Est. Cost $64.80 Unrealized
VOO VANGUARD INDEX FDS 3.2%
Value ($000) $24,238 Shares 61,722 Est. Cost $351.31 Unrealized
BND VANGUARD BD INDEX FDS 2.6%
Value ($000) $19,672 Shares 281,921 Est. Cost $79.02 Unrealized
IGSB ISHARES TR 1.9%
Value ($000) $14,496 Shares 290,901 Est. Cost $54.66 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $11,759 Shares 68,680 Est. Cost $119.11 Unrealized +52.2%
ACWI ISHARES TR 1.1%
Value ($000) $8,139 Shares 88,116 Est. Cost $91.44 Unrealized
ACWX ISHARES TR 1.1%
Value ($000) $8,056 Shares 171,378 Est. Cost $50.46 Unrealized
SUSA ISHARES TR 1.0%
Value ($000) $7,226 Shares 80,310 Est. Cost $85.52 Unrealized
SLQD ISHARES TR 0.9%
Value ($000) $6,854 Shares 142,809 Est. Cost $51.98 Unrealized
VSGX VANGUARD WORLD FD 0.9%
Value ($000) $6,467 Shares 128,207 Est. Cost $59.26 Unrealized
WISDOMTREE TR 0.8%
Value ($000) $6,040 Shares 136,738 Est. Cost $40.79 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $5,651 Shares 82,589 Est. Cost $62.07 Unrealized
IUSV ISHARES TR 0.7%
Value ($000) $5,175 Shares 69,345 Est. Cost $68.57 Unrealized
NUBD NUSHARES ETF TR 0.7%
Value ($000) $4,957 Shares 234,952 Est. Cost $24.97 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $4,436 Shares 28,835 Est. Cost $137.42 Unrealized
ESGV VANGUARD WORLD FD 0.5%
Value ($000) $4,024 Shares 53,503 Est. Cost $72.69 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $3,981 Shares 82,075 Est. Cost $104.11 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,840 Shares 8,984 Est. Cost $375.33 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $3,647 Shares 45,045 Est. Cost $85.99 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $3,281 Shares 15,449 Est. Cost $193.18 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $3,180 Shares 20,467 Est. Cost $143.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,128 Shares 53,995 Est. Cost $60.67 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $3,096 Shares 17,682 Est. Cost $148.86 Unrealized +18.9%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $2,891 Shares 20,962 Est. Cost $128.34 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $2,797 Shares 10,272 Est. Cost $257.56 Unrealized
ISTB ISHARES TR 0.3%
Value ($000) $2,502 Shares 53,952 Est. Cost $51.28 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,502 Shares 7,922 Est. Cost $228.42 Unrealized +42.1%
SUSB ISHARES TR 0.3%
Value ($000) $2,334 Shares 98,181 Est. Cost $25.93 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $2,227 Shares 50,944 Est. Cost $48.32 Unrealized
SPXL DIREXION SHS ETF TR 0.3%
Value ($000) $2,225 Shares 28,454 Est. Cost $65.69 Unrealized
ESGD ISHARES TR 0.3%
Value ($000) $2,118 Shares 30,645 Est. Cost $68.45 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $2,068 Shares 35,745 Est. Cost $96.05 Unrealized
ESML ISHARES TR 0.3%
Value ($000) $1,920 Shares 57,066 Est. Cost $35.77 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,802 Shares 26,948 Est. Cost $79.87 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,767 Shares 45,063 Est. Cost $50.48 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,761 Shares 11,309 Est. Cost $137.69 Unrealized +11.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,733 Shares 14,737 Est. Cost $55.00 Unrealized +83.7%
FLOT ISHARES TR 0.2%
Value ($000) $1,677 Shares 32,955 Est. Cost $50.54 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,599 Shares 24,100 Est. Cost $82.11 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,492 Shares 10,229 Est. Cost $123.27 Unrealized +16.9%
IDXX IDEXX LABS INC 0.2%
Value ($000) $1,422 Shares 3,252 Est. Cost $463.71 Unrealized +7.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,415 Shares 18,064 Est. Cost $95.28 Unrealized -18.3%
DSI ISHARES TR 0.2%
Value ($000) $1,364 Shares 16,749 Est. Cost $72.05 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,338 Shares 5,690 Est. Cost $228.37 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,302 Shares 7,368 Est. Cost $185.77 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $1,241 Shares 2,991 Est. Cost $320.38 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $1,231 Shares 9,653 Est. Cost $140.64 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,211 Shares 5,974 Est. Cost $237.03 Unrealized -9.9%
SMMD ISHARES TR 0.2%
Value ($000) $1,159 Shares 21,256 Est. Cost $51.93 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,153 Shares 11,198 Est. Cost $66.43 Unrealized +50.3%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,133 Shares 8,183 Est. Cost $70.69 Unrealized +98.6%
ABBV ABBVIE INC 0.1%
Value ($000) $1,120 Shares 7,515 Est. Cost $86.06 Unrealized +57.3%
IAGG ISHARES TR 0.1%
Value ($000) $1,120 Shares 22,954 Est. Cost $55.73 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $1,118 Shares 11,900 Est. Cost $91.41 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1,073 Shares 10,228 Est. Cost $89.07 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,066 Shares 7,350 Est. Cost $105.46 Unrealized +34.9%
IEMG ISHARES INC 0.1%
Value ($000) $1,034 Shares 21,730 Est. Cost $62.98 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $968 Shares 5,711 Est. Cost $124.42 Unrealized +34.3%
WSO WATSCO INC 0.1%
Value ($000) $959 Shares 2,540 Est. Cost $231.93 Unrealized +55.9%
TE CONNECTIVITY LTD 0.1%
Value ($000) $938 Shares 7,592 Est. Cost $121.04 Unrealized
SUSC ISHARES TR 0.1%
Value ($000) $910 Shares 41,842 Est. Cost $22.46 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $891 Shares 3,574 Est. Cost $232.60 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $882 Shares 14,566 Est. Cost $60.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $829 Shares 2,366 Est. Cost $246.51 Unrealized +43.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $816 Shares 3,098 Est. Cost $197.78 Unrealized +36.3%
INTC INTEL CORP 0.1%
Value ($000) $812 Shares 22,830 Est. Cost $43.60 Unrealized -21.5%
DIREXION SHS ETF TR 0.1%
Value ($000) $789 Shares 50,000 Est. Cost $13.98 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $784 Shares 12,188 Est. Cost $69.17 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $764 Shares 13,334 Est. Cost $67.52 Unrealized -4.6%
IJR ISHARES TR 0.1%
Value ($000) $756 Shares 8,013 Est. Cost $92.80 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $723 Shares 2,392 Est. Cost $245.66 Unrealized +23.3%
ITOT ISHARES TR 0.1%
Value ($000) $705 Shares 7,485 Est. Cost $89.07 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $705 Shares 7,807 Est. Cost $97.84 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $668 Shares 3,962 Est. Cost $80.28 Unrealized +81.6%
YUM YUM BRANDS INC 0.1%
Value ($000) $654 Shares 5,237 Est. Cost $92.76 Unrealized +35.4%
FDIS FIDELITY COVINGTON TRUST 0.1%
Value ($000) $618 Shares 8,845 Est. Cost $64.80 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $609 Shares 4,787 Est. Cost $115.14 Unrealized +16.4%
DE DEERE & CO 0.1%
Value ($000) $585 Shares 1,551 Est. Cost $244.48 Unrealized +62.8%
IEUR ISHARES TR 0.1%
Value ($000) $578 Shares 11,648 Est. Cost $52.12 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $578 Shares 7,736 Est. Cost $69.36 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $578 Shares 1,613 Est. Cost $311.70 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $576 Shares 7,998 Est. Cost $63.90 Unrealized +27.1%
IYJ ISHARES TR 0.1%
Value ($000) $572 Shares 5,674 Est. Cost $96.60 Unrealized
ISHARES TR 0.1%
Value ($000) $571 Shares 22,509 Est. Cost $26.15 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $569 Shares 3,011 Est. Cost $196.58 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $562 Shares 1,046 Est. Cost $184.92 Unrealized +174.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $548 Shares 1,086 Est. Cost $344.16 Unrealized +36.5%
IWD ISHARES TR 0.1%
Value ($000) $542 Shares 3,570 Est. Cost $137.28 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $536 Shares 13,505 Est. Cost $39.54 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $510 Shares 4,938 Est. Cost $99.25 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $509 Shares 1,544 Est. Cost $167.34 Unrealized +97.6%
EAGG ISHARES TR 0.1%
Value ($000) $486 Shares 10,729 Est. Cost $48.97 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $485 Shares 4,726 Est. Cost $116.45 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $484 Shares 10,112 Est. Cost $57.73 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $480 Shares 19,287 Est. Cost $18.54 Unrealized
SUSL ISHARES TR 0.1%
Value ($000) $475 Shares 6,300 Est. Cost $75.61 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $468 Shares 3,549 Est. Cost $111.15 Unrealized +16.1%
EWC ISHARES INC 0.1%
Value ($000) $468 Shares 13,973 Est. Cost $31.28 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $461 Shares 8,265 Est. Cost $56.16 Unrealized -0.4%
BA BOEING CO 0.1%
Value ($000) $454 Shares 2,368 Est. Cost $175.47 Unrealized +24.7%
WMT WALMART INC 0.1%
Value ($000) $451 Shares 2,823 Est. Cost $46.75 Unrealized +10.8%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $449 Shares 2,283 Est. Cost $110.17 Unrealized +76.2%
SHV ISHARES TR 0.1%
Value ($000) $437 Shares 3,954 Est. Cost $110.47 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $435 Shares 2,701 Est. Cost $134.18 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $422 Shares 1,547 Est. Cost $156.27 Unrealized +67.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $422 Shares 5,618 Est. Cost $79.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $416 Shares 3,229 Est. Cost $135.87 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $415 Shares 9,476 Est. Cost $53.92 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $414 Shares 7,402 Est. Cost $46.48 Unrealized +19.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $401 Shares 3,068 Est. Cost $109.17 Unrealized +17.6%
ITA ISHARES TR 0.1%
Value ($000) $394 Shares 3,721 Est. Cost $102.06 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $383 Shares 7,182 Est. Cost $75.17 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $381 Shares 11,494 Est. Cost $31.20 Unrealized -2.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $380 Shares 5,792 Est. Cost $50.64 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $376 Shares 2,015 Est. Cost $181.86 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $369 Shares 3,323 Est. Cost $124.44 Unrealized -11.6%
TIP ISHARES TR 0.0%
Value ($000) $361 Shares 3,476 Est. Cost $127.51 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $350 Shares 7,017 Est. Cost $49.83 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $350 Shares 4,625 Est. Cost $87.54 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $345 Shares 6,851 Est. Cost $50.10 Unrealized
TECL DIREXION SHS ETF TR 0.0%
Value ($000) $341 Shares 7,920 Est. Cost $40.20 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $339 Shares 3,498 Est. Cost $105.23 Unrealized -4.5%
GOVT ISHARES TR 0.0%
Value ($000) $330 Shares 14,966 Est. Cost $27.07 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $328 Shares 4,537 Est. Cost $68.42 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $328 Shares 1,234 Est. Cost $230.37 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $327 Shares 4,033 Est. Cost $144.54 Unrealized -42.3%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $326 Shares 1,664 Est. Cost $203.86 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $321 Shares 9,895 Est. Cost $43.67 Unrealized -33.6%
TSLA TESLA INC 0.0%
Value ($000) $318 Shares 1,271 Est. Cost $181.19 Unrealized +41.8%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $315 Shares 8,310 Est. Cost $43.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $314 Shares 9,476 Est. Cost $34.17 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $313 Shares 2,027 Est. Cost $141.39 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $312 Shares 8,081 Est. Cost $49.24 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $312 Shares 10,359 Est. Cost $38.00 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $309 Shares 5,756 Est. Cost $38.49 Unrealized +30.7%
T AT&T INC 0.0%
Value ($000) $308 Shares 20,478 Est. Cost $15.40 Unrealized -15.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $301 Shares 1,835 Est. Cost $131.34 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $299 Shares 4,665 Est. Cost $50.86 Unrealized +27.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $293 Shares 3,203 Est. Cost $90.49 Unrealized +2.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $292 Shares 3,134 Est. Cost $92.40 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $292 Shares 4,713 Est. Cost $62.01 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $286 Shares 5,503 Est. Cost $99.82 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $283 Shares 1,533 Est. Cost $166.45 Unrealized +4.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $281 Shares 555 Est. Cost $472.37 Unrealized +12.0%
SUB ISHARES TR 0.0%
Value ($000) $272 Shares 2,643 Est. Cost $104.58 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $271 Shares 2,998 Est. Cost $82.83 Unrealized
V VISA INC 0.0%
Value ($000) $260 Shares 1,129 Est. Cost $219.27 Unrealized +7.7%
GCC WISDOMTREE TR 0.0%
Value ($000) $250 Shares 13,872 Est. Cost $17.87 Unrealized
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $247 Shares 13,111 Est. Cost $18.30 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $238 Shares 1,144 Est. Cost $192.82 Unrealized +11.5%
UNP UNION PAC CORP 0.0%
Value ($000) $236 Shares 1,157 Est. Cost $206.06 Unrealized +0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $233 Shares 4,228 Est. Cost $42.52 Unrealized +25.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $232 Shares 6,770 Est. Cost $44.51 Unrealized -12.9%
IHF ISHARES TR 0.0%
Value ($000) $232 Shares 944 Est. Cost $255.64 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $232 Shares 3,656 Est. Cost $60.50 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $231 Shares 5,212 Est. Cost $34.63 Unrealized +19.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $228 Shares 524 Est. Cost $33.17 Unrealized +35.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $227 Shares 1,621 Est. Cost $106.95 Unrealized +23.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $223 Shares 781 Est. Cost $276.12 Unrealized -1.2%
EMB ISHARES TR 0.0%
Value ($000) $216 Shares 2,622 Est. Cost $114.22 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $210 Shares 1,150 Est. Cost $191.64 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $202 Shares 2,510 Est. Cost $78.91 Unrealized +4.1%
ICLN ISHARES TR 0.0%
Value ($000) $162 Shares 11,059 Est. Cost $14.62 Unrealized
OPHC OPTIMUMBANK HLDGS INC 0.0%
Value ($000) $35 Shares 10,867 Est. Cost $3.08 Unrealized 0.0%
CHARGE ENTERPRISES INC 0.0%
Value ($000) $20 Shares 40,000 Est. Cost $1.24 Unrealized