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 DFCF DFSD DFAR DISV DIHP 19 stocks	$239 Million 97.41% of portfolio	14	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.17 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.1 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ES 1 stocks	$969,169 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$949,985 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$945,486 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$625,669 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$319,825 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$280,107 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts

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