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Disclosery

13F-HR filed by GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-15, with 35 holding rows worth $349,208,719.

Accession
0001951757-25-000842
Filer
CIK 2012868
Filed
2025-07-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 35 entries on the cover page, a total value of $349,208,719 stated on the cover page (in dollars after the unit check, H1), rows summing to $349,208,719 with VALUE read as dollars as filed, 13F file number 028-23991. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU1,337,702$74,991,567dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF963,345$34,709,304dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO1,095,851$32,667,310dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF671,886$28,192,323dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS836,684$27,836,465dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS846,779$26,698,931dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF374,113$25,361,125dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF462,723$22,173,673dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF874,413$20,566,182dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT671,718$19,748,501dollars as filed
Dimensional International Value ETF25434V807SHS285,492$12,330,398dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED62,239$3,162,368dollars as filed
Vanguard S&P 500 ETF922908363COM3,940$2,258,460dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 259,296$2,157,180dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF39,624$1,879,769dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS7,128$1,683,913dollars as filed
EVERSOURCE ENERGY COM30040W108Stock21,246$1,396,100dollars as filed
JPMorgan Chase & Co46625H100COM4,539$1,302,155dollars as filed
NB BANCORP INC63945M107COM61,654$1,170,193dollars as filed
Microsoft Corp594918104COM2,298$1,156,650dollars as filed
Apple Inc037833100COM4,977$1,050,953dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF33,724$1,039,367dollars as filed
SPY78462F103SHS1,550$966,809dollars as filed
iShares MSCI Intl Momentum Factor ETF46434V449SHS14,556$653,417dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF8,259$558,893dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,693$488,229dollars as filed
Amazon.com, Inc023135106COM2,133$479,968dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY14,378$446,870dollars as filed
Berkshire Hathaway Inc084670702COM862$410,191dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,962$353,455dollars as filed
VTI922908769COM1,008$309,393dollars as filed
iShares Russell Midcap ETF464287499SHS3,067$285,748dollars as filed
Johnson & Johnson478160104COM1,684$264,162dollars as filed
Tesla Motors, Inc88160R101COM793$248,613dollars as filed
MGC921910873COM927$210,084dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000842this filing2025-07-15acceptance time not in the bulk data set