0001951757-24-000746.txt : 20240813
0001951757-24-000746.hdr.sgml : 20240813
20240813165630
ACCESSION NUMBER: 0001951757-24-000746
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240813
DATE AS OF CHANGE: 20240813
EFFECTIVENESS DATE: 20240813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GREAT OAK CAPITAL PARTNERS, LLC
CENTRAL INDEX KEY: 0002012868
ORGANIZATION NAME:
IRS NUMBER: 474421466
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23991
FILM NUMBER: 241202614
BUSINESS ADDRESS:
STREET 1: 105R DEPOT STREET
STREET 2: SUITE 5
CITY: SOUTH EASTON
STATE: MA
ZIP: 02375
BUSINESS PHONE: 508-230-7100
MAIL ADDRESS:
STREET 1: P.O. BOX 909
CITY: SOUTH EASTON
STATE: MA
ZIP: 02375
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
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false
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0002012868
XXXXXXXX
06-30-2024
06-30-2024
GREAT OAK CAPITAL PARTNERS, LLC
P.O. BOX 909
SOUTH EASTON
MA
02375
13F HOLDINGS REPORT
028-23991
N
JOHN R. NOONAN III
CHIEF COMPLIANCE OFFICER
(508) 230-7100
JOHN R. NOONAN III
SOUTH EASTON
MA
08-13-2024
0
33
265783107
false
INFORMATION TABLE
2
F_13F_GreatOak_Q22024.xml
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
084670702
322457
747
SH
SOLE
0
0
747
SPDR S&P 500 ETF TRUST
COM
78462F103
692710
1300
SH
SOLE
0
0
1300
VANGUARD MEGA CAP ETF
COM
921910873
274434
1430
SH
SOLE
0
0
1430
ALPHABET INC CAP STK CL A
COM
02079K305
366662
2240
SH
SOLE
0
0
2240
MICROSOFT CORP COM
COM
594918104
925105
2278
SH
SOLE
0
0
2278
ALPHABET INC CAP STK CL C
COM
02079K107
492082
2975
SH
SOLE
0
0
2975
ISHARES RUSSELL MIDCAP ETF
COM
464287499
250353
3049
SH
SOLE
0
0
3049
AMAZON COM INC COM
COM
023135106
556411
3333
SH
SOLE
0
0
3333
VANGUARD S&P 500 ETF
COM
922908363
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3752
SH
SOLE
0
0
3752
PROSHARES ULTRAPRO S&P500
COM
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SH
SOLE
0
0
3863
JPMORGAN CHASE & CO. COM
COM
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919612
4468
SH
SOLE
0
0
4468
APPLE INC COM
COM
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COM
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DIMENSIONAL US SMALL CAP VALUE ETF
COM
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EVERSOURCE ENERGY COM
COM
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ISHARES MSCI USA MOMENTUM FACTOR ETF
COM
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DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
COM
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DIMENSIONAL GLOBAL REAL ESTATE ETF
COM
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37510
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ISHARES MSCI INTL MOMENTUM FACTOR ETF
COM
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COM
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COM
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DIMENSIONAL INTERNATIONAL VALUE ETF
COM
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NB BANCORP INC COM
COM
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DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
COM
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COM
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DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
COM
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DIMENSIONAL CORE FIXED INCOME ETF
COM
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DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
COM
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SOLE
0
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DIMENSIONAL US REAL ESTATE ETF
COM
25434V823
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SH
SOLE
0
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DIMENSIONAL US LARGE CAP VALUE ETF
COM
25434V666
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SH
SOLE
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DIMENSIONAL US HIGH PROFITABILITY ETF
COM
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DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
COM
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DIMENSIONAL U.S. TARGETED VALUE ETF
COM
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