Instuitional Investor - Great Oak Capital Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Great Oak Capital Partners, Llc |
Portfolio Value | $299,179,017 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,213,060 | $66,985,170 | 22.38% | |
2. | Dimensional Etf Trust | 919,613 | $30,926,579 | 10.33% | |
3. | Dimensional Etf Trust | 1,028,189 | $26,064,603 | 8.71% | |
4. | Dimensional Etf Trust | 619,091 | $25,252,708 | 8.44% | |
5. | Dimensional Etf Trust | 805,545 | $24,335,527 | 8.13% |