Great Oak Capital Partners, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $289 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $66.5B, Dimensional ETF Tr Dimensional with a value of $30.9B, Dimensional ETF Tr Emerging Mk with a value of $28.2B, Dimensional ETF Trust with a value of $24.6B, and Dimensional ETF Tr Core Fxd In with a value of $24.2B.

Examining the 13F form we can see an increase of $23.4B in the current position value, from $266B to 289B.

Great Oak Capital Partners, LLC is based out at South Easton, MA

Below you can find more details about Great Oak Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $289 Billion
ETFs: $229 Billion
Technology: $2.08 Billion
Financial Services: $1.28 Billion
Utilities: $1.13 Billion
Consumer Cyclical: $846 Million
Communication Services: $830 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $289 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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