Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHARTER OAK CAPITAL MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 190 | 933,139,434 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 101 | $683,607 | 1,382 | 0.00 | 0.00 | 294 | 27.02 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 102 | $675,027 | 2,953 | 0.00 | 0.00 | -174 | -5.56 | 03-31-2024 |
| ISHARES TR | US INDUSTRIALS | 103 | $672,935 | 5,353 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 104 | $666,407 | 4,377 | 0.00 | 0.00 | 260 | 6.32 | 03-31-2024 |
