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 24 stocks	$324 Million 96.79% of portfolio	16	8	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.52 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$1.52 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.49 Million 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$1.35 Million 0.4% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$1.33 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ES 1 stocks	$1.07 Million 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$608,669 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$463,346 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts

Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$446,247 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$350,655 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$311,028 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$284,715 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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