StockDriftsStockDriftsTop 50 Charter Oak Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.58% | 485.3K | $317.0M | -1.56%(-7.70K) | $380.89(+95.79%) | 2026-03-31 | |
| AGG | ISHARES TR | 14.6% | 1.90M | $188.3M | +2.55%(+47.25K) | $103.03(-4.23%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 10.03% | 1.68M | $129.3M | +0.79%(+13.21K) | $59.82(+42.22%) | 2026-03-31 | |
| IGIB | ISHARES TR | 6.6% | 1.60M | $85.1M | +4.71%(+71.89K) | $52.35(+1.39%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 5.62% | 351.9K | $72.4M | -1.71%(-6.12K) | $153.69(+48.09%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.29% | 705.8K | $55.3M | -9.77%(-76.39K) | $78.91(-1.15%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.37% | 872.9K | $43.5M | +50.89%(+294.37K) | $49.88(-0.37%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.77% | 474.9K | $35.7M | -7.46%(-38.28K) | $56.58(+46.63%) | 2026-03-31 | |
| IXUS | ISHARES TR | 2.63% | 390.9K | $33.9M | -5.77%(-23.94K) | $62.23(+53.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.17% | 46.8K | $28.0M | -2.37%(-1.14K) | $358.76(+90.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.20% |
| Top 20 Holdings Unweighted | +9.71% | +32.06% |
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