The Analysis of Five Oceans Advisors's Holdings
Currently, Five Oceans Advisors holds 189 types of securities in its portfolio with a total value $271.8M. In the most recent quarter, they have increased their positions in DFSU (+259.4K shares, valued at $11.0M), VGSH (+91.0K shares, valued at $5.4M), DFSI (+120.0K shares, valued at $4.9M); decreased their positions in NVO (-6.9K shares, valued at $383.0K), AAPL (-1.5K shares, valued at $373.5K), VTI (-869 shares, valued at $285.2K); initiated new positions in CLS (+1.1K shares, valued at $272.3K), C (+2.4K shares, valued at $241.8K), BK (+2.1K shares, valued at $229.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS546.1K shares20.00%2025-09-302025-10-22
SGOV ISHARES TR214.2K shares12.60%2025-09-302025-10-22
DFSE DIMENSIONAL ETF TRUST417.1K shares18.54%2025-09-302025-10-22
DFSU DIMENSIONAL ETF TRUST375.5K shares223.51%2025-09-302025-10-22
DFAC DIMENSIONAL ETF TRUST373.5K shares2.75%2025-09-302025-10-22
DFSI DIMENSIONAL ETF TRUST346.4K shares53.03%2025-09-302025-10-22
DFIP DIMENSIONAL ETF TRUST254.3K shares-0.24%2025-09-302025-10-22
SCHB SCHWAB STRATEGIC TR410.3K shares-0.02%2025-09-302025-10-22
NVDA NVIDIA CORPORATION40.1K shares-2.39%2025-09-302025-10-22
DFIC DIMENSIONAL ETF TRUST227.0K shares2.52%2025-09-302025-10-22
AAPL APPLE INC28.7K shares-4.86%2025-09-302025-10-22
MSFT MICROSOFT CORP11.4K shares-3.61%2025-09-302025-10-22
SCHF SCHWAB STRATEGIC TR210.3K shares-0.06%2025-09-302025-10-22
META META PLATFORMS INC5.8K shares-2.05%2025-09-302025-10-22
DFEM DIMENSIONAL ETF TRUST107.1K shares2.57%2025-09-302025-10-22
AMZN AMAZON COM INC14.1K shares-2.99%2025-09-302025-10-22
DFSD DIMENSIONAL ETF TRUST56.5K shares0.11%2025-09-302025-10-22
AVGO BROADCOM INC8.2K shares-2.50%2025-09-302025-10-22
GOOGL ALPHABET INC10.3K shares-2.86%2025-09-302025-10-22
VTI VANGUARD INDEX FDS7.5K shares-10.35%2025-09-302025-10-22
JPM JPMORGAN CHASE & CO.7.4K shares-2.68%2025-09-302025-10-22
GOOG ALPHABET INC9.2K shares-2.50%2025-09-302025-10-22
TSLA TESLA INC4.8K shares-1.77%2025-09-302025-10-22
DFAS DIMENSIONAL ETF TRUST29.8K shares-0.82%2025-09-302025-10-22
VEA VANGUARD TAX-MANAGED FDS30.9K shares-9.96%2025-09-302025-10-22
DFUS DIMENSIONAL ETF TRUST23.8K shares-0.19%2025-09-302025-10-22
ORCL ORACLE CORP5.1K shares-2.36%2025-09-302025-10-22
ASML ASML HOLDING N V1.5K shares0.00%2025-09-302025-10-22
COST COSTCO WHSL CORP NEW1.4K shares-2.11%2025-09-302025-10-22
SONY SONY GROUP CORP40.8K shares0.00%2025-09-302025-10-22
V VISA INC3.1K shares-5.14%2025-09-302025-10-22
BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares0.79%2025-09-302025-10-22
WMT WALMART INC10.0K shares-2.63%2025-09-302025-10-22
RY ROYAL BK CDA7.0K shares0.00%2025-09-302025-10-22
NVS NOVARTIS AG7.9K shares0.00%2025-09-302025-10-22
IWS ISHARES TR7.1K shares-0.03%2025-09-302025-10-22
DFAX DIMENSIONAL ETF TRUST30.9K shares0.02%2025-09-302025-10-22
IEMG ISHARES INC14.5K shares-2.64%2025-09-302025-10-22
AGG ISHARES TR9.4K shares-8.23%2025-09-302025-10-22
LLY ELI LILLY & CO1.2K shares-1.32%2025-09-302025-10-22
MA MASTERCARD INCORPORATED1.6K shares-6.84%2025-09-302025-10-22
SPYM SPDR SERIES TRUST11.2K shares-5.66%2025-09-302025-10-22
NFLX NETFLIX INC730 shares-2.80%2025-09-302025-10-22
ABBV ABBVIE INC3.7K shares-2.84%2025-09-302025-10-22
JNJ JOHNSON & JOHNSON4.2K shares-4.55%2025-09-302025-10-22
VWO VANGUARD INTL EQUITY INDEX F14.0K shares-13.41%2025-09-302025-10-22
HSBC HSBC HLDGS PLC10.4K shares0.00%2025-09-302025-10-22
VT VANGUARD INTL EQUITY INDEX F5.1K shares0.79%2025-09-302025-10-22
HD HOME DEPOT INC1.7K shares-2.97%2025-09-302025-10-22
TM TOYOTA MOTOR CORP3.7K shares0.00%2025-09-302025-10-22
DFCF DIMENSIONAL ETF TRUST16.4K shares31.80%2025-09-302025-10-22
MUFG MITSUBISHI UFJ FINL GROUP IN43.1K shares0.00%2025-09-302025-10-22
SAN BANCO SANTANDER S.A.63.0K shares0.00%2025-09-302025-10-22
IBM INTERNATIONAL BUSINESS MACHS2.3K shares-3.72%2025-09-302025-10-22
DFAT DIMENSIONAL ETF TRUST11.0K shares15.25%2025-09-302025-10-22
AZN ASTRAZENECA PLC8.0K shares5.30%2025-09-302025-10-22
BAC BANK AMERICA CORP11.7K shares-5.16%2025-09-302025-10-22
DFAR DIMENSIONAL ETF TRUST24.3K shares8.35%2025-09-302025-10-22
VZ VERIZON COMMUNICATIONS INC13.1K shares-4.13%2025-09-302025-10-22
CAT CATERPILLAR INC1.2K shares-2.25%2025-09-302025-10-22
GS GOLDMAN SACHS GROUP INC700 shares-2.78%2025-09-302025-10-22
JPST J P MORGAN EXCHANGE TRADED F10.3K shares3.45%2025-09-302025-10-22
APP APPLOVIN CORP709 shares-3.41%2025-09-302025-10-22
NVO NOVO-NORDISK A S8.9K shares-43.79%2025-09-302025-10-22
DFAI DIMENSIONAL ETF TRUST13.5K shares0.19%2025-09-302025-10-22
DFIV DIMENSIONAL ETF TRUST10.6K shares-0.28%2025-09-302025-10-22
T AT&T INC17.2K shares-4.10%2025-09-302025-10-22
MS MORGAN STANLEY2.9K shares-4.40%2025-09-302025-10-22
DFNM DIMENSIONAL ETF TRUST9.6K shares0.00%2025-09-302025-10-22
SAP SAP SE1.7K shares0.00%2025-09-302025-10-22
AXP AMERICAN EXPRESS CO1.4K shares-4.09%2025-09-302025-10-22
BKNG BOOKING HOLDINGS INC84 shares-4.55%2025-09-302025-10-22
RELX RELX PLC9.5K shares0.00%2025-09-302025-10-22
LRCX LAM RESEARCH CORP3.2K shares-2.71%2025-09-302025-10-22
MCD MCDONALDS CORP1.4K shares-3.79%2025-09-302025-10-22
COF CAPITAL ONE FINL CORP2.0K shares-3.46%2025-09-302025-10-22
KLAC KLA CORP389 shares-2.51%2025-09-302025-10-22
CSCO CISCO SYS INC6.1K shares-6.98%2025-09-302025-10-22
ITOT ISHARES TR2.9K shares0.00%2025-09-302025-10-22
AEM AGNICO EAGLE MINES LTD2.4K shares0.00%2025-09-302025-10-22
SMFG SUMITOMO MITSUI FINL GROUP I24.4K shares0.00%2025-09-302025-10-22
ESGV VANGUARD WORLD FD3.4K shares0.00%2025-09-302025-10-22
IVE ISHARES TR1.9K shares-7.37%2025-09-302025-10-22
TJX TJX COS INC NEW2.7K shares-2.70%2025-09-302025-10-22
HOOD ROBINHOOD MKTS INC2.7K shares-3.29%2025-09-302025-10-22
BMO BANK MONTREAL QUE2.9K shares-0.14%2025-09-302025-10-22
GE GE AEROSPACE1.3K shares0.32%2025-09-302025-10-22
ING ING GROEP N.V.14.4K shares0.00%2025-09-302025-10-22
PLTR PALANTIR TECHNOLOGIES INC2.0K shares-3.19%2025-09-302025-10-22
MCK MCKESSON CORP468 shares-2.50%2025-09-302025-10-22
UBS UBS GROUP AG8.8K shares0.00%2025-09-302025-10-22
ENB ENBRIDGE INC7.1K shares0.00%2025-09-302025-10-22
URI UNITED RENTALS INC372 shares-2.87%2025-09-302025-10-22
BBVA BANCO BILBAO VIZCAYA ARGENTA18.4K shares0.00%2025-09-302025-10-22
DFUV DIMENSIONAL ETF TRUST7.9K shares0.00%2025-09-302025-10-22
AMAT APPLIED MATLS INC1.7K shares-3.40%2025-09-302025-10-22
ANET ARISTA NETWORKS INC2.4K shares-2.30%2025-09-302025-10-22
HWM HOWMET AEROSPACE INC1.8K shares-2.42%2025-09-302025-10-22
UNH UNITEDHEALTH GROUP INC1.0K shares-23.94%2025-09-302025-10-22
DFGR DIMENSIONAL ETF TRUST12.5K shares12.04%2025-09-302025-10-22
PG PROCTER AND GAMBLE CO2.2K shares-2.60%2025-09-302025-10-22
PM PHILIP MORRIS INTL INC2.1K shares0.24%2025-09-302025-10-22
ETN EATON CORP PLC903 shares-2.06%2025-09-302025-10-22
GBIL GOLDMAN SACHS ETF TR3.3K shares-1.36%2025-09-302025-10-22
BND VANGUARD BD INDEX FDS4.5K shares-1.17%2025-09-302025-10-22
MFG MIZUHO FINANCIAL GROUP INC49.5K shares0.00%2025-09-302025-10-22
TD TORONTO DOMINION BK ONT4.1K shares0.00%2025-09-302025-10-22
PH PARKER-HANNIFIN CORP431 shares-2.05%2025-09-302025-10-22
AMD ADVANCED MICRO DEVICES INC1.9K shares0.00%2025-09-302025-10-22
BLK BLACKROCK INC270 shares-2.53%2025-09-302025-10-22
BCS BARCLAYS PLC15.2K shares0.00%2025-09-302025-10-22
LIN LINDE PLC662 shares-6.89%2025-09-302025-10-22
PGR PROGRESSIVE CORP1.3K shares-3.12%2025-09-302025-10-22
VTIP VANGUARD MALVERN FDS6.1K shares-6.88%2025-09-302025-10-22
VST VISTRA CORP1.6K shares0.39%2025-09-302025-10-22
TRV TRAVELERS COMPANIES INC1.1K shares-3.98%2025-09-302025-10-22
ABT ABBOTT LABS2.3K shares-6.53%2025-09-302025-10-22
QCOM QUALCOMM INC1.8K shares-4.94%2025-09-302025-10-22
LMT LOCKHEED MARTIN CORP596 shares0.17%2025-09-302025-10-22
WFC WELLS FARGO CO NEW3.5K shares-4.83%2025-09-302025-10-22
IDEV ISHARES TR3.6K shares0.00%2025-09-302025-10-22
XOM EXXON MOBIL CORP2.6K shares1.43%2025-09-302025-10-22
DFIS DIMENSIONAL ETF TRUST9.1K shares-3.74%2025-09-302025-10-22
TMUS T-MOBILE US INC1.2K shares-3.09%2025-09-302025-10-22
DB DEUTSCHE BANK A G8.0K shares0.00%2025-09-302025-10-22
CRM SALESFORCE INC1.2K shares-6.96%2025-09-302025-10-22
MU MICRON TECHNOLOGY INC1.7K shares-3.01%2025-09-302025-10-22
RCL ROYAL CARIBBEAN GROUP862 shares-2.93%2025-09-302025-10-22
AMP AMERIPRISE FINL INC567 shares-2.41%2025-09-302025-10-22
MPC MARATHON PETE CORP1.4K shares1.48%2025-09-302025-10-22
CLS CELESTICA INC1.1K sharesnew addition2025-09-302025-10-22
TMO THERMO FISHER SCIENTIFIC INC558 shares2.95%2025-09-302025-10-22
GSK GSK PLC6.3K shares-0.67%2025-09-302025-10-22
TT TRANE TECHNOLOGIES PLC640 shares-2.74%2025-09-302025-10-22
DIS DISNEY WALT CO2.3K shares-3.89%2025-09-302025-10-22
EME EMCOR GROUP INC410 shares-1.91%2025-09-302025-10-22
AFL AFLAC INC2.4K shares-2.38%2025-09-302025-10-22
DHI D R HORTON INC1.6K shares-2.25%2025-09-302025-10-22
GILD GILEAD SCIENCES INC2.4K shares-3.61%2025-09-302025-10-22
DE DEERE & CO575 shares-7.41%2025-09-302025-10-22
UNP UNION PAC CORP1.1K shares-6.51%2025-09-302025-10-22
UL UNILEVER PLC4.4K shares0.00%2025-09-302025-10-22
LOW LOWES COS INC1.0K shares-3.10%2025-09-302025-10-22
CM CANADIAN IMPERIAL BANK OF CO3.2K shares0.00%2025-09-302025-10-22
BNS BANK NOVA SCOTIA HALIFAX3.9K shares0.00%2025-09-302025-10-22
SPMD SPDR SERIES TRUST4.4K shares-9.52%2025-09-302025-10-22
SHW SHERWIN WILLIAMS CO720 shares-4.76%2025-09-302025-10-22
LYG LLOYDS BANKING GROUP PLC54.8K shares0.00%2025-09-302025-10-22
AMGN AMGEN INC877 shares2.21%2025-09-302025-10-22
BNDX VANGUARD CHARLOTTE FDS5.0K shares-28.12%2025-09-302025-10-22
SCHW SCHWAB CHARLES CORP2.6K shares-5.36%2025-09-302025-10-22
C CITIGROUP INC2.4K sharesnew addition2025-09-302025-10-22
ACN ACCENTURE PLC IRELAND980 shares-10.09%2025-09-302025-10-22
ORLY OREILLY AUTOMOTIVE INC2.2K shares-3.04%2025-09-302025-10-22
SPGI S&P GLOBAL INC494 shares-5.54%2025-09-302025-10-22
TXN TEXAS INSTRS INC1.3K shares-6.04%2025-09-302025-10-22
IWF ISHARES TR506 shares0.00%2025-09-302025-10-22
MMC MARSH & MCLENNAN COS INC1.2K shares-8.21%2025-09-302025-10-22
HIG HARTFORD INSURANCE GROUP INC1.7K shares-2.87%2025-09-302025-10-22
BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-10-22
PFE PFIZER INC9.0K shares7.72%2025-09-302025-10-22
GEV GE VERNOVA INC371 shares-3.13%2025-09-302025-10-22
KR KROGER CO3.4K shares-4.60%2025-09-302025-10-22
RACE FERRARI N V466 shares0.00%2025-09-302025-10-22
SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-10-22
ADBE ADOBE INC632 shares-8.80%2025-09-302025-10-22
INTU INTUIT324 shares-5.81%2025-09-302025-10-22
WMB WILLIAMS COS INC3.5K shares-2.27%2025-09-302025-10-22
CTAS CINTAS CORP1.1K shares-2.80%2025-09-302025-10-22
BN BROOKFIELD CORP3.2K sharesnew addition2025-09-302025-10-22
FDX FEDEX CORP924 shares-2.01%2025-09-302025-10-22
CMI CUMMINS INC511 sharesnew addition2025-09-302025-10-22
MRK MERCK & CO INC2.6K shares-6.25%2025-09-302025-10-22
ADP AUTOMATIC DATA PROCESSING IN715 shares-9.38%2025-09-302025-10-22
TEVA TEVA PHARMACEUTICAL INDS LTD10.4K shares0.73%2025-09-302025-10-22
WM WASTE MGMT INC DEL942 shares-7.19%2025-09-302025-10-22
MUB ISHARES TR1.9K shares-2.02%2025-09-302025-10-22
EMB ISHARES TR2.2K shares-20.20%2025-09-302025-10-22
TRGP TARGA RES CORP1.2K shares-1.61%2025-09-302025-10-22
DHR DANAHER CORPORATION1.0K shares-2.65%2025-09-302025-10-22
VTV VANGUARD INDEX FDS1.1K shares-12.76%2025-09-302025-10-22
NRG NRG ENERGY INC1.2K shares-3.20%2025-09-302025-10-22
TAK TAKEDA PHARMACEUTICAL CO LTD12.5K shares0.00%2025-09-302025-10-22
ERIC TELEFONAKTIEBOLAGET LM ERICS21.7K shares0.00%2025-09-302025-10-22
NWG NATWEST GROUP PLC12.7K shares0.00%2025-09-302025-10-22
F FORD MTR CO11.4K shares0.04%2025-09-302025-10-22
NOK NOKIA CORP24.7K shares-30.60%2025-09-302025-10-22
TEF TELEFONICA S A23.1K shares0.00%2025-09-302025-10-22
NMR NOMURA HLDGS INC13.5K shares0.00%2025-09-302025-10-22
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available