Charter Oak Capital Management, LLC 13F 持仓 · 2026年Q1
Charter Oak Capital Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 208 只证券，申报市值合计 12.90 亿美元。前几大持仓：IVV（24.58%）、AGG（14.60%）、VXUS（10.03%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $317.0M | 24.58% | 485,265 | 减持 |
| 2 | AGG | ISHARES TR | $188.3M | 14.60% | 1.9M | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $129.3M | 10.03% | 1.7M | 增持 |
| 4 | IGIB | ISHARES TR | $85.1M | 6.60% | 1.6M | 增持 |
| 5 | VXF | VANGUARD INDEX FDS | $72.4M | 5.62% | 351,937 | 减持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $55.3M | 4.29% | 705,781 | 减持 |
| 7 | VUSB | VANGUARD BD INDEX FDS | $43.5M | 3.37% | 872,856 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $35.7M | 2.77% | 474,940 | 减持 |
| 9 | IXUS | ISHARES TR | $33.9M | 2.63% | 390,861 | 减持 |
| 10 | VOO | VANGUARD INDEX FDS | $28.0M | 2.17% | 46,793 | 减持 |
| 11 | AAPL | APPLE INC | $19.5M | 1.51% | 76,872 | 减持 |
| 12 | IGSB | ISHARES TR | $12.2M | 0.95% | 232,317 | 减持 |
| 13 | VSGX | VANGUARD WORLD FD | $11.3M | 0.87% | 157,138 | 减持 |
| 14 | ACWI | ISHARES TR | $11.1M | 0.86% | 79,937 | 减持 |
| 15 | SUSA | ISHARES TR | $10.1M | 0.78% | 76,374 | 增持 |
| 16 | IUSV | ISHARES TR | $9.6M | 0.74% | 93,569 | 增持 |
| 17 | ACWX | ISHARES TR | $8.9M | 0.69% | 130,501 | 减持 |
| 18 | IVW | ISHARES TR | $7.5M | 0.58% | 66,443 | 减持 |
| 19 | BND | VANGUARD BD INDEX FDS | $7.2M | 0.56% | 97,370 | 减持 |
| 20 | NUBD | NUSHARES ETF TR | $6.0M | 0.47% | 271,726 | 增持 |
| 21 | ESGV | VANGUARD WORLD FD | $5.9M | 0.46% | 52,582 | 减持 |
| 22 | VYM | VANGUARD WHITEHALL FDS | $5.5M | 0.43% | 37,278 | 增持 |
| 23 | IVE | ISHARES TR | $5.0M | 0.39% | 23,916 | 减持 |
| 24 | VTV | VANGUARD INDEX FDS | $5.0M | 0.39% | 25,540 | 增持 |
| 25 | ADI | ANALOG DEVICES INC | $4.9M | 0.38% | 15,447 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR