Five Oceans Advisors Top Holdings and 13F Report (2025) About Five Oceans AdvisorsInvestment ActivityFive Oceans Advisors has $208.81 million in total holdings as of March 31, 2025.Five Oceans Advisors owns shares of 175 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 4.56% of the portfolio was purchased this quarter.About 7.59% of the portfolio was sold this quarter.This quarter, Five Oceans Advisors has purchased 177 new stocks and bought additional shares in 71 stocks.Five Oceans Advisors sold shares of 56 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $26,205,110iShares 0-3 Month Treasury Bond ETF $18,988,073Dimensional U.S. Core Equity 2 ETF $12,020,823Dimensional Emerging Markets Sustainability Core 1 ETF $11,195,277Dimensional Inflation-Protected Securities ETF $10,366,886 Largest New Holdings this Quarter 464287408 - iShares S&P 500 Value ETF $366,641 Holding17275R102 - Cisco Systems $331,506 Holding110122108 - Bristol-Myers Squibb $275,004 Holding008474108 - Agnico Eagle Mines $264,520 Holding443201108 - Howmet Aerospace $233,255 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 77,061 shares (about $2.14M)Vanguard Short-Term Treasury Index ETF 19,800 shares (about $1.16M)Dimensional U.S. Core Equity 2 ETF 24,081 shares (about $794.43K)iShares S&P 500 Value ETF 1,924 shares (about $366.64K)Dimensional Emerging Markets Core Equity 2 ETF 13,275 shares (about $351.26K) Largest Sales this Quarter Dimensional Inflation-Protected Securities ETF 87,876 shares (about $3.70M)Microsoft 2,360 shares (about $885.92K)Dimensional International Sustainability Core 1 ETF 22,278 shares (about $777.28K)NVIDIA 6,729 shares (about $729.29K)Vanguard FTSE Developed Markets ETF 8,780 shares (about $446.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFive Oceans Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$26,205,110$1,162,063 ▲4.6%446,50012.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$18,988,073$196,911 ▲1.0%188,6179.1%ETFDFACDimensional U.S. Core Equity 2 ETF$12,020,823$794,432 ▲7.1%364,3785.8%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$11,195,277$81,573 ▲0.7%332,4015.4%ETFDFIPDimensional Inflation-Protected Securities ETF$10,366,886$3,700,546 ▼-26.3%246,1805.0%ETFSCHBSchwab US Broad Market ETF$8,844,106$77,766 ▼-0.9%410,7814.2%ETFDFICDimensional International Core Equity 2 ETF$7,327,968$2,139,982 ▲41.2%263,8813.5%ETFAAPLApple$6,736,648$41,538 ▲0.6%30,3283.2%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$5,362,521$777,279 ▼-12.7%153,6982.6%ETFNVDANVIDIA$4,337,151$729,289 ▼-14.4%40,0182.1%Computer and TechnologySCHFSchwab International Equity ETF$4,243,6390.0%214,5422.0%ETFMSFTMicrosoft$4,170,958$885,920 ▼-17.5%11,1112.0%Computer and TechnologyMETAMeta Platforms$3,418,391$16,714 ▲0.5%5,9311.6%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,958,577$32,193 ▼-1.1%82,6191.4%ETFAMZNAmazon.com$2,851,046$20,738 ▲0.7%14,9851.4%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$2,776,477$351,257 ▲14.5%104,9311.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,501,548$167,556 ▼-6.3%52,6421.2%ETFVTIVanguard Total Stock Market ETF$2,299,722$363,635 ▼-13.7%8,3671.1%ETFJPMJPMorgan Chase & Co.$1,861,336$8,585 ▲0.5%7,5880.9%FinanceVEAVanguard FTSE Developed Markets ETF$1,782,849$446,284 ▼-20.0%35,0750.9%ETFDFASDimensional U.S. Small Cap ETF$1,671,267$214,921 ▼-11.4%27,9710.8%ETFGOOGLAlphabet$1,605,936$4,794 ▲0.3%10,3850.8%Computer and TechnologyGOOGAlphabet$1,448,565$6,405 ▲0.4%9,2720.7%Computer and TechnologyNVONovo Nordisk A/S$1,390,5360.0%20,0250.7%MedicalAVGOBroadcom$1,389,669$2,344 ▼-0.2%8,3000.7%Computer and TechnologyCOSTCostco Wholesale$1,365,706$1,892 ▲0.1%1,4440.7%Retail/WholesaleDFUSDimensional U.S. Equity ETF$1,319,613$178,235 ▼-11.9%21,8190.6%ETFTSLATesla$1,271,439$15,550 ▲1.2%4,9060.6%Auto/Tires/TrucksVVisa$1,117,617$9,462 ▲0.9%3,1890.5%Business ServicesBRK.BBerkshire Hathaway$1,070,486$1,065 ▲0.1%2,0100.5%FinanceSONYSony Group$1,036,2670.0%40,8140.5%Consumer StaplesLLYEli Lilly and Company$1,035,691$7,433 ▲0.7%1,2540.5%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,007,846$112,972 ▼-10.1%10,1880.5%FinanceASMLASML$976,7170.0%1,4740.5%Computer and TechnologyTMToyota Motor$937,727$324,462 ▲52.9%5,3120.4%Auto/Tires/TrucksMAMastercard$917,553$9,318 ▲1.0%1,6740.4%Business ServicesIWSiShares Russell Mid-Cap Value ETF$902,319$11,715 ▼-1.3%7,1630.4%ETFWMTWalmart$897,565$1,931 ▲0.2%10,2240.4%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$858,449$61,364 ▼-6.7%15,9060.4%ETFVWOVanguard FTSE Emerging Markets ETF$844,691$161,126 ▼-16.0%18,6630.4%ETFNVSNovartis$818,598$232,659 ▲39.7%7,3430.4%MedicalABBVAbbVie$785,700$7,333 ▲0.9%3,7500.4%MedicalRYRoyal Bank of Canada$785,433$127,937 ▼-14.0%6,9680.4%FinanceUNHUnitedHealth Group$781,435$1,571 ▲0.2%1,4920.4%MedicalDFAXDimensional World ex U.S. Core Equity 2 ETF$768,210$55,308 ▼-6.7%29,3210.4%ETFORCLOracle$719,043$979 ▼-0.1%5,1430.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$697,165$92,324 ▼-11.7%10,6020.3%ETFNFLXNetflix$692,870$7,460 ▲1.1%7430.3%Consumer DiscretionaryHDHome Depot$648,321$3,665 ▲0.6%1,7690.3%Retail/WholesaleJNJJohnson & Johnson$614,271$135,823 ▼-18.1%3,7040.3%MedicalMUFGMitsubishi UFJ Financial Group$606,5080.0%44,4980.3%FinanceIBMInternational Business Machines$605,736$497 ▲0.1%2,4360.3%Computer and TechnologyVZVerizon Communications$605,375$149,280 ▼-19.8%13,3460.3%Computer and TechnologyHSBCHSBC$595,0320.0%10,3610.3%FinanceVTVanguard Total World Stock ETF$584,357$6,029 ▲1.0%5,0400.3%ETFAZNAstraZeneca$557,939$172,358 ▼-23.6%7,5910.3%MedicalDFCFDimensional Core Fixed Income ETF$544,130$10,641 ▲2.0%12,9370.3%ETFDFATDimensional U.S. Targeted Value ETF$524,271$1,030 ▼-0.2%10,1820.3%ETFDFARDimensional US Real Estate ETF$500,326$32,850 ▼-6.2%21,0490.2%ETFBACBank of America$497,630$2,337 ▲0.5%11,9250.2%FinanceTAT&T$497,530$4,440 ▲0.9%17,5930.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$484,644$50,270 ▼-9.4%3,9720.2%ETFJPSTJPMorgan Ultra-Short Income ETF$481,939$271,069 ▲128.5%9,5190.2%ETFRELXRelx$476,6270.0%9,4550.2%Computer and TechnologySAPSAP$463,3270.0%1,7260.2%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$457,623$290,272 ▼-38.8%9,6200.2%ETFDFAIDimensional International Core Equity Market ETF$440,695$625 ▲0.1%14,1110.2%ETFMCDMcDonald's$432,632$625 ▲0.1%1,3850.2%Retail/WholesaleSANBanco Santander$421,9060.0%62,9710.2%FinanceBKNGBooking$396,194$9,214 ▲2.4%860.2%Retail/WholesaleCATCaterpillar$395,100$1,649 ▲0.4%1,1980.2%IndustrialsSMFGSumitomo Mitsui Financial Group$392,7920.0%25,4070.2%FinanceGSThe Goldman Sachs Group$390,597$1,639 ▲0.4%7150.2%FinancePGProcter & Gamble$382,7630.0%2,2460.2%Consumer StaplesAXPAmerican Express$380,706$4,843 ▲1.3%1,4150.2%FinanceDFIVDimensional International Value ETF$373,723$101,785 ▼-21.4%9,4950.2%ETFBNDXVanguard Total International Bond ETF$372,003$89,095 ▼-19.3%7,6200.2%ETFPGRProgressive$368,196$2,264 ▲0.6%1,3010.2%FinanceIVEiShares S&P 500 Value ETF$366,641$366,641 ▲New Holding1,9240.2%ETFMSMorgan Stanley$355,727$3,267 ▲0.9%3,0490.2%FinanceBNDVanguard Total Bond Market ETF$343,726$9,328 ▼-2.6%4,6800.2%ETFACNAccenture$340,748$936 ▼-0.3%1,0920.2%Computer and TechnologyTJXTJX Companies$339,457$1,218 ▲0.4%2,7870.2%Retail/WholesaleGBILGoldman Sachs Access Treasury 0-1 Year ETF$338,104$43,778 ▼-11.5%3,3750.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$337,891$43,316 ▼-11.4%6,7710.2%ManufacturingCRMSalesforce$337,329$805 ▼-0.2%1,2570.2%Computer and TechnologyESGVVanguard ESG US Stock ETF$334,5970.0%3,4160.2%ETFTXNTexas Instruments$334,422$29,111 ▼-8.0%1,8610.2%Computer and TechnologyCSCOCisco Systems$331,506$331,506 ▲New Holding5,3720.2%Computer and TechnologyPMPhilip Morris International$328,4120.0%2,0690.2%Consumer StaplesTMUST-Mobile US$326,720$533 ▲0.2%1,2250.2%Computer and TechnologyMCKMcKesson$321,689$2,019 ▲0.6%4780.2%MedicalABTAbbott Laboratories$316,238$8,490 ▲2.8%2,3840.2%MedicalCMCSAComcast$315,163$140,036 ▼-30.8%8,5410.2%Consumer DiscretionaryMMCMarsh & McLennan Companies$315,043$488 ▲0.2%1,2910.2%FinanceENBEnbridge$312,607$9,925 ▼-3.1%7,0550.1%EnergyWFCWells Fargo & Company$303,528$40,705 ▲15.5%4,2280.1%FinanceQCOMQUALCOMM$294,624$2,458 ▲0.8%1,9180.1%Computer and TechnologyTRVTravelers Companies$294,608$2,909 ▲1.0%1,1140.1%FinanceLINDE PLC$292,888$43,770 ▲17.6%6290.1%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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