Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002012868

GREAT OAK CAPITAL PARTNERS, LLC

SOUTH EASTON, MA · File #028-23991

Latest AUM
$398.7M
Positions
44
Top-10 Concentration
89.3%
Filings
8

Sector Allocation

Technology
0.8%$3.1M
Healthcare
0.5%$2.1M
Utilities
0.3%$1.1M
Financials
0.2%$787,705

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V6091,397,654$83.9M21.04%
2DIMENSIONAL ETF TRUST25434V8311,009,881$38.4M9.64%
3DIMENSIONAL ETF TRUST25434V7321,089,889$36.9M9.25%
4DIMENSIONAL ETF TRUST25434V872764,149$32.5M8.16%
5DIMENSIONAL ETF TRUST25434V781827,183$31.7M7.95%
6DIMENSIONAL ETF TRUST25434V666893,483$30.9M7.76%
7DIMENSIONAL ETF TRUST25434V625386,104$28.6M7.16%
8DIMENSIONAL ETF TRUST25434V864579,543$27.8M6.97%
9DIMENSIONAL ETF TRUST25434V8231,005,555$23.1M5.79%
10DIMENSIONAL ETF TRUST25434V765688,708$22.0M5.53%
11DIMENSIONAL ETF TRUST25434V807285,209$14.4M3.61%
12DIMENSIONAL ETF TRUST25434V59166,200$3.4M0.84%
13VANGUARD INDEX FDS9229083633,902$2.5M0.61%
14DIMENSIONAL ETF TRUST25434V70851,647$2.1M0.52%
15ISHARES TR46432F3966,989$1.8M0.44%
16DIMENSIONAL ETF TRUST25434V84936,264$1.7M0.44%
17JPMORGAN CHASE & CO.VYLD4,684$1.5M0.38%
18JOHNSON & JOHNSONJNJ7,322$1.5M0.38%
19APPLE INCAAPL5,500$1.5M0.37%
20DIMENSIONAL ETF TRUST25434V81535,872$1.2M0.30%