Great Oak Capital Partners, LLC 13F 持仓 · 2026年Q2
Great Oak Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 4.63 亿美元。前几大持仓：DFAT（21.67%）、DUHP（9.62%）、DFEM（9.09%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $100.2M | 21.67% | 1.4M | 增持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $44.5M | 9.62% | 1.1M | 增持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $42.0M | 9.09% | 1.1M | 减持 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $37.3M | 8.07% | 893,243 | 增持 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $37.0M | 7.99% | 922,973 | 增持 |
| 6 | DISV | DIMENSIONAL ETF TRUST | $35.5M | 7.67% | 871,449 | 增持 |
| 7 | DCOR | DIMENSIONAL ETF TRUST | $33.0M | 7.13% | 400,422 | 增持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $31.6M | 6.82% | 663,877 | 增持 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $28.7M | 6.20% | 1.1M | 增持 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $24.4M | 5.28% | 722,192 | 增持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $16.5M | 3.56% | 297,894 | 增持 |
| 12 | DUSB | DIMENSIONAL ETF TRUST | $4.4M | 0.96% | 87,106 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $2.7M | 0.58% | 3,867 | 减持 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 0.47% | 49,051 | 减持 |
| 15 | MTUM | ISHARES TR | $2.0M | 0.43% | 6,364 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $1.9M | 0.41% | 7,311 | 减持 |
| 17 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 0.39% | 37,722 | 增持 |
| 18 | AAPL | APPLE INC | $1.7M | 0.37% | 5,381 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.34% | 4,738 | 增持 |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $1.5M | 0.33% | 38,824 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.0M | 0.22% | 1,372 | 增持 |
| 22 | ES | EVERSOURCE ENERGY | $973,219 | 0.21% | 13,001 | 减持 |
| 23 | GOOG | ALPHABET INC | $939,835 | 0.20% | 2,680 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $913,327 | 0.20% | 2,336 | 减持 |
| 25 | IMTM | ISHARES TR | $751,080 | 0.16% | 14,461 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR