0001810720-23-000001.txt : 20230120 0001810720-23-000001.hdr.sgml : 20230120 20230120130830 ACCESSION NUMBER: 0001810720-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Charter Oak Capital Management, LLC CENTRAL INDEX KEY: 0001810720 IRS NUMBER: 263694779 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20761 FILM NUMBER: 23540162 BUSINESS ADDRESS: STREET 1: TWO INTERNATIONAL DRIVE, SUITE 325 CITY: PORTSMOUTH STATE: NH ZIP: 03801 BUSINESS PHONE: 8006465720 MAIL ADDRESS: STREET 1: TWO INTERNATIONAL DRIVE, SUITE 325 CITY: PORTSMOUTH STATE: NH ZIP: 03801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001810720 XXXXXXXX 12-31-2022 12-31-2022 false Charter Oak Capital Management, LLC

Two International Drive, Suite 325 Portsmouth NH 03801

13F HOLDINGS REPORT 028-20761 000120870 801-64808 N Jeffrey S. Troiano 8006465720 /s/ Jeffrey S. Troiano Kennebunk ME 01-20-2023 0 160 667662314 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 382779 3486 SH SOLE 3446 0 40 ABBVIE INC COM 00287Y109 1212662 7504 SH SOLE 7313 0 191 ALPHABET INC CAP STK CL C 02079K107 305279 3441 SH SOLE 1667 0 1774 ALPHABET INC CAP STK CL A 02079K305 250573 2840 SH SOLE 2087 0 753 AMAZON COM INC COM 023135106 662434 7886 SH SOLE 2975 0 4911 AMERICAN WTR WKS CO INC NEW COM 030420103 224412 1472 SH SOLE 1147 0 325 AMERIPRISE FINL INC COM 03076C106 506599 1627 SH SOLE 1627 0 0 ANALOG DEVICES INC COM 032654105 2927661 17848 SH SOLE 0 0 17848 APPLE INC COM 037833100 8559523 65878 SH SOLE 47667 0 18211 APPLIED MATLS INC COM 038222105 797640 8191 SH SOLE 8191 0 0 AT&T INC COM 00206R102 436969 23735 SH SOLE 20568 0 3167 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 730004 2363 SH SOLE 1364 0 999 BOEING CO COM 097023105 469220 2463 SH SOLE 1238 0 1225 CATERPILLAR INC COM 149123101 367927 1536 SH SOLE 1243 0 293 CHARGE ENTERPRISES INC COM 159610104 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