Charter Oak Capital Management, LLC Q2 2022 Filing

Filed July 21, 2022

Portfolio Value

$733.6M

Holdings

986

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (986 positions)

StockValue
IGIBISHARES TR
$61K
TYTRI CONTL CORP
$61K
PFMINVESCO EXCHANGE TRADED FD T
$61K
TRVTRAVELERS COMPANIES INC
$60K
DTDWISDOMTREE TR
$60K
XYLXYLEM INC
$60K
8CWCROWN CASTLE INTL CORP NEW
$59K
DESWISDOMTREE TR
$59K
UPSUNITED PARCEL SERVICE INC
$59K
XELXCEL ENERGY INC
$57K
PRUPRUDENTIAL FINL INC
$56K
ITWILLINOIS TOOL WKS INC
$56K
SCHKSCHWAB STRATEGIC TR
$55K
SLVISHARES SILVER TR
$55K
RSPSINVESCO EXCHANGE TRADED FD T
$54K
RRYDER SYS INC
$54K
SUSCISHARES TR
$54K
BONDPIMCO ETF TR
$54K
TLHISHARES TR
$53K
GLWCORNING INC
$53K
LADLITHIA MTRS INC
$53K
ENBENBRIDGE INC
$52K
AMDADVANCED MICRO DEVICES INC
$52K
AGGYWISDOMTREE TR
$52K
NOBLPROSHARES TR
$51K
TJXTJX COS INC NEW
$51K
LDEMISHARES TR
$51K
MCKMCKESSON CORP
$51K
VOTVANGUARD INDEX FDS
$51K
SYKSTRYKER CORPORATION
$50K
GSGOLDMAN SACHS GROUP INC
$49K
BENFRANKLIN RESOURCES INC
$49K
BRXBRIXMOR PPTY GROUP INC
$49K
SHWSHERWIN WILLIAMS CO
$49K
CRBNISHARES TR
$48K
ULUNILEVER PLC
$48K
FTECFIDELITY COVINGTON TRUST
$48K
MGVVANGUARD WORLD FD
$48K
BKBANK NEW YORK MELLON CORP
$48K
IWRISHARES TR
$47K
XLISELECT SECTOR SPDR TR
$47K
SPTISPDR SER TR
$46K
ARTYISHARES TR
$45K
NFLXNETFLIX INC
$45K
AINALBANY INTL CORP
$44K
URTHISHARES INC
$43K
SCHDSCHWAB STRATEGIC TR
$43K
WBDWARNER BROS DISCOVERY INC
$43K
MPTMEDICAL PPTYS TRUST INC
$43K
XMLVINVESCO EXCH TRADED FD TR II
$43K
WEXWEX INC
$42K
ELVELEVANCE HEALTH INC
$42K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$42K
VBRVANGUARD INDEX FDS
$42K
BABAALIBABA GROUP HLDG LTD
$42K
SPYGSPDR SER TR
$42K
DLNWISDOMTREE TR
$41K
COSTCOSTCO WHSL CORP NEW
$41K
HDVISHARES TR
$41K
FIWFIRST TR EXCHANGE TRADED FD
$41K
SUISUN CMNTYS INC
$40K
DRIDARDEN RESTAURANTS INC
$40K
DYHTARGET CORP
$40K
VENVENTAS INC
$40K
SIVBEURSVB FINANCIAL GROUP
$40K
GWREGUIDEWIRE SOFTWARE INC
$39K
MBBISHARES TR
$39K
DTEDTE ENERGY CO
$39K
HBANHUNTINGTON BANCSHARES INC
$39K
FQIDIGITAL RLTY TR INC
$38K
RPVINVESCO EXCHANGE TRADED FD T
$38K
IATISHARES TR
$38K
QUALISHARES TR
$38K
MCXMCCORMICK & CO INC
$37K
CLXCLOROX CO DEL
$36K
VTVANGUARD INTL EQUITY INDEX F
$36K
LMTLOCKHEED MARTIN CORP
$36K
USIGISHARES TR
$36K
MGKVANGUARD WORLD FD
$36K
OLNOLIN CORP
$35K
ETNEATON CORP PLC
$35K
TRI4EURTHOMSON REUTERS CORP.
$35K
LUVSOUTHWEST AIRLS CO
$35K
AEPAMERICAN ELEC PWR CO INC
$35K
ICSHISHARES TR
$35K
ETVEATON VANCE TAX-MANAGED BUY-
$34K
BSXBOSTON SCIENTIFIC CORP
$34K
VBKVANGUARD INDEX FDS
$34K
TMUST-MOBILE US INC
$34K
JWNUSDNORDSTROM INC
$34K
XBISPDR SER TR
$34K
GSEWGOLDMAN SACHS ETF TR
$33K
JNKSPDR SER TR
$33K
WECWEC ENERGY GROUP INC
$33K
LNTALLIANT ENERGY CORP
$33K
VOEVANGUARD INDEX FDS
$33K
XLFISELECT SECTOR SPDR TR
$33K
BLKCHFBLACKROCK INC
$33K
JBSSSANFILIPPO JOHN B & SON INC
$33K
DREUSDDUKE REALTY CORP
$32K
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