The Analysis of GREAT OAK CAPITAL PARTNERS, LLC's Holdings
Currently, GREAT OAK CAPITAL PARTNERS, LLC holds 44 types of securities in its portfolio with a total value $398.7M. In the most recent quarter, they have increased their positions in DFSD (+107.0K shares, valued at $5.1M), DFCF (+73.8K shares, valued at $3.1M), DFAR (+84.6K shares, valued at $1.9M); decreased their positions in DISV (-33.6K shares, valued at $1.3M), DFEM (-30.9K shares, valued at $1.0M), DFIV (-9.2K shares, valued at $466.7K); initiated new positions in AVBC (+35.1K shares, valued at $580.0K), IJR (+2.1K shares, valued at $254.8K), TFLO (+4.3K shares, valued at $216.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAT DIMENSIONAL ETF TRUST1.4M shares0.53%2025-12-312026-01-06
DUHP DIMENSIONAL ETF TRUST1.0M shares1.37%2025-12-312026-01-06 DFEM DIMENSIONAL ETF TRUST1.1M shares-2.76%2025-12-312026-01-06 DFCF DIMENSIONAL ETF TRUST764.1K shares10.69%2025-12-312026-01-06 DISV DIMENSIONAL ETF TRUST827.2K shares-3.90%2025-12-312026-01-06 DFLV DIMENSIONAL ETF TRUST893.5K shares1.36%2025-12-312026-01-06 DCOR DIMENSIONAL ETF TRUST386.1K shares-0.16%2025-12-312026-01-06 DFSD DIMENSIONAL ETF TRUST579.5K shares22.65%2025-12-312026-01-06 DFAR DIMENSIONAL ETF TRUST1.0M shares9.18%2025-12-312026-01-06 DIHP DIMENSIONAL ETF TRUST688.7K shares-0.47%2025-12-312026-01-06 DFIV DIMENSIONAL ETF TRUST285.2K shares-3.14%2025-12-312026-01-06 DUSB DIMENSIONAL ETF TRUST66.2K shares5.62%2025-12-312026-01-06 DFAC DIMENSIONAL ETF TRUST51.6K shares-5.54%2025-12-312026-01-06 MTUM ISHARES TR7.0K shares-2.06%2025-12-312026-01-06 DFNM DIMENSIONAL ETF TRUST36.3K shares1.26%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.4.7K shares0.47%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON7.3K shares336.87%2025-12-312026-01-06 AAPL APPLE INC5.5K shares0.00%2025-12-312026-01-06 DFSV DIMENSIONAL ETF TRUST35.9K shares4.08%2025-12-312026-01-06 MSFT MICROSOFT CORP2.4K shares-0.86%2025-12-312026-01-06 ES EVERSOURCE ENERGY15.7K shares-6.79%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR1.4K shares4.27%2025-12-312026-01-06 ALPHABET INC ALPHABET INC2.7K shares0.67%2025-12-312026-01-06 IMTM ISHARES TR15.0K shares3.25%2025-12-312026-01-06 DFUS DIMENSIONAL ETF TRUST8.3K shares0.22%2025-12-312026-01-06 AVBC AVIDIA BANCORP INC35.1K sharesnew addition2025-12-312026-01-06 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-06 AMZN AMAZON COM INC2.0K shares4.19%2025-12-312026-01-06 TSLA TESLA INC1.0K shares0.00%2025-12-312026-01-06 DFIC DIMENSIONAL ETF TRUST11.4K shares-9.99%2025-12-312026-01-06 VTI VANGUARD INDEX FDS1.0K shares-35.70%2025-12-312026-01-06 IWR ISHARES TR3.1K shares0.39%2025-12-312026-01-06 NVDA NVIDIA CORPORATION1.5K shares3.79%2025-12-312026-01-06 IJR ISHARES TR2.1K sharesnew addition2025-12-312026-01-06 EDC DIREXION SHS ETF TR4.1K shares0.17%2025-12-312026-01-06 TFLO ISHARES TR4.3K sharesnew addition2025-12-312026-01-06 DFAX DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-12-312026-01-06 MGC VANGUARD WORLD FD845 shares-9.04%2025-12-312026-01-06 NBBK NB BANCORP INC10.6K shares-65.60%2025-12-312026-01-06 UPRO PROSHARES TR1.8K sharesnew addition2025-12-312026-01-06 ADBE ADOBE INC606 sharesnew addition2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available