Great Oak Capital Partners, LLC
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$429.8M
Holdings
47
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
21.6%
02
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.4%
03
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.2%
04
$DISV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.1%
05
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.0%
06
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.8%
07
$DCOR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.9%
08
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.7%
09
$DFAR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.0%
10
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:34 UTC.