The Analysis of GREAT OAK CAPITAL PARTNERS, LLC's Holdings
Currently, GREAT OAK CAPITAL PARTNERS, LLC holds 44 types of securities in its portfolio with a total value $380.8M. In the most recent quarter, they have increased their positions in DFAT (+52.6K shares, valued at $3.1M), DUHP (+32.9K shares, valued at $1.3M), DFLV (+34.7K shares, valued at $1.1M); decreased their positions in NBBK (-30.7K shares, valued at $540.3K), ES (-4.4K shares, valued at $314.5K), DFNM (-3.8K shares, valued at $183.1K); initiated new positions in BND (+11.7K shares, valued at $869.8K), MDT (+6.4K shares, valued at $604.0K), VBR (+2.7K shares, valued at $561.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAT DIMENSIONAL ETF TRUST1.4M shares3.93%2025-09-302025-10-17
DUHP DIMENSIONAL ETF TRUST996.2K shares3.41%2025-09-302025-10-17 DFEM DIMENSIONAL ETF TRUST1.1M shares2.28%2025-09-302025-10-17 DISV DIMENSIONAL ETF TRUST860.7K shares2.88%2025-09-302025-10-17 DFCF DIMENSIONAL ETF TRUST690.3K shares2.74%2025-09-302025-10-17 DFLV DIMENSIONAL ETF TRUST881.5K shares4.10%2025-09-302025-10-17 DCOR DIMENSIONAL ETF TRUST386.7K shares3.37%2025-09-302025-10-17 DFSD DIMENSIONAL ETF TRUST472.5K shares2.12%2025-09-302025-10-17 DFAR DIMENSIONAL ETF TRUST921.0K shares5.32%2025-09-302025-10-17 DIHP DIMENSIONAL ETF TRUST691.9K shares3.01%2025-09-302025-10-17 DFIV DIMENSIONAL ETF TRUST294.4K shares3.14%2025-09-302025-10-17 DUSB DIMENSIONAL ETF TRUST62.7K shares0.71%2025-09-302025-10-17 VOO VANGUARD INDEX FDS3.8K shares-2.41%2025-09-302025-10-17 DFAC DIMENSIONAL ETF TRUST54.7K shares-7.79%2025-09-302025-10-17 MTUM ISHARES TR7.1K shares0.11%2025-09-302025-10-17 DFNM DIMENSIONAL ETF TRUST35.8K shares-9.62%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.4.7K shares2.71%2025-09-302025-10-17 AAPL APPLE INC5.5K shares10.51%2025-09-302025-10-17 MSFT MICROSOFT CORP2.4K shares6.27%2025-09-302025-10-17 ES EVERSOURCE ENERGY16.9K shares-20.68%2025-09-302025-10-17 DFSV DIMENSIONAL ETF TRUST34.5K shares2.20%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR1.3K shares-15.48%2025-09-302025-10-17 BND VANGUARD BD INDEX FDS11.7K sharesnew addition2025-09-302025-10-17 IMTM ISHARES TR14.6K shares-0.02%2025-09-302025-10-17 GOOG ALPHABET INC2.7K shares0.04%2025-09-302025-10-17 MDT MEDTRONIC PLC6.4K sharesnew addition2025-09-302025-10-17 DFUS DIMENSIONAL ETF TRUST8.3K shares0.25%2025-09-302025-10-17 VBR VANGUARD INDEX FDS2.7K sharesnew addition2025-09-302025-10-17 NBBK NB BANCORP INC30.9K shares-49.85%2025-09-302025-10-17 VTI VANGUARD INDEX FDS1.6K shares60.91%2025-09-302025-10-17 TSLA TESLA INC1.0K shares28.37%2025-09-302025-10-17 VSS VANGUARD INTL EQUITY INDEX F3.2K sharesnew addition2025-09-302025-10-17 AMZN AMAZON COM INC2.0K shares-8.35%2025-09-302025-10-17 VOE VANGUARD INDEX FDS2.5K sharesnew addition2025-09-302025-10-17 DFIC DIMENSIONAL ETF TRUST12.7K shares-11.64%2025-09-302025-10-17 GOOGL ALPHABET INC1.5K shares-23.90%2025-09-302025-10-17 EFV ISHARES TR5.0K sharesnew addition2025-09-302025-10-17 VEA VANGUARD TAX-MANAGED FDS5.4K sharesnew addition2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL626 shares-27.38%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON1.7K shares-0.48%2025-09-302025-10-17 IWR ISHARES TR3.1K shares0.36%2025-09-302025-10-17 NVDA NVIDIA CORPORATION1.5K sharesnew addition2025-09-302025-10-17 MGC VANGUARD WORLD FD929 shares0.22%2025-09-302025-10-17 EDC DIREXION SHS ETF TR4.1K sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available