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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $1,669,535 | 3,970 | 0.00 | 0.00 | 1,601 | 67.58 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 52 | $1,657,075 | 6,126 | 0.00 | 0.00 | 258 | 4.40 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 53 | $1,648,632 | 10,161 | 0.00 | 0.00 | 149 | 1.49 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 54 | $1,644,551 | 8,210 | 0.00 | 0.00 | 636 | 8.40 | 03-31-2024 |
