Charter Oak Capital Management, LLC

Charter Oak Capital Management, LLC manages $1.3B across a diversified portfolio of 208 positions. The fund exhibits significant allocations to core market indices, notably holding $337.7M in IVV and $184.8M in AGG. Further diversification is evident through substantial positions in international and fixed-income assets, including $125.5M in VXUS and $82.3M in IGIB. This structure suggests a disciplined, core-and-satellite approach emphasizing broad market exposure.

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