GREAT OAK CAPITAL PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
South Easton, MA
CIK
0002012868
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 34 289,223 DFAT, DUHP, DFEM, DFLV 13F-HR 10/8/2024 000195175724000990
Q2 2024 33 265,783 DFAT, DUHP, DFEM, DFCF 13F-HR 8/13/2024 000195175724000746
Q1 2024 29 225,289 DFAT, DFCF, DUHP, DFEM 13F-HR 4/15/2024 000195175724000278
Q4 2023 32 187,325 DFAT, DIMENSIONAL ETF TRUST, DFEM, DFLV 13F-HR 2/26/2024 000195175724000257