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 DFAR DFSD DIHP DISV 20 stocks	$229 Million 97.37% of portfolio	14	4	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ES 1 stocks	$1.13 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.13 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$949,143 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$943,831 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$829,898 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$622,197 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$340,934 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$223,572 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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