Great Oak Capital Partners, LLC Portfolio Holdings by Sector

Great Oak Capital Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT DUHP DFEM DISV DFCF DFSD DFAR DIHP 27 stocks	$311 Million 97.1% of portfolio	21	6	7	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.45 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.4 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.27 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ES 1 stocks	$1.21 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$1.03 Million 0.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$604,035 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$533,643 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$467,362 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$430,849 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$311,873 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$311,838 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$272,066 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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