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 DISV DFSD DFAR DIHP 20 stocks	$285 Million 97.45% of portfolio	16	4	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ES 1 stocks	$1.4 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.3 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.16 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.05 Million 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$841,684 0.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$479,968 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$410,191 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$309,393 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$264,162 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$248,613 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts

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