Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CHARTER OAK CAPITAL MANAGEMENT LLC 01-26-2024 12-31-2023 175 841,823,853
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $236,364,529 494,870 0.03 0.03 -14,958 -2.93 12-31-2023
ISHARES TR CORE US AGGBD ET 2 $112,882,263 1,137,353 0.01 0.01 424,374 59.52 12-31-2023
VANGUARD INDEX FDS EXTEND MKT ETF 3 $56,384,800 342,932 0.01 0.01 63,741 22.83 12-31-2023
VANGUARD STAR FDS VG TL INTL STK F 4 $45,233,558 780,427 0.01 0.00 254,180 48.30 12-31-2023
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