West Oak Capital, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, West Oak Capital, LLC opened 3 positions, added to 3, reduced 9, sold out of 7 and left 22 unchanged. The largest increase in value was DFA US Small Cap ETF (+$9,601); the largest decrease was JPST (-$68,203).
- DFA US Small Cap ETF: Country of operation United States; Class COM; Shares 2025-06-30 85,460; Shares 2025-09-30 93,555.
- IVV: Country of operation —; Class COM; Shares 2025-06-30 1,081; Shares 2025-09-30 1,196.
- SCHH: Country of operation —; Class COM; Shares 2025-06-30 2,226; Shares 2025-09-30 5,996.
Two Form 13F-HR filings compared (SEC CIK 1387399): 2025-06-30 (filed 2025-07-15) and 2025-09-30 (filed 2025-10-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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