Five Oceans Advisors Top Holdings and 13F Report (2025) About Five Oceans AdvisorsInvestment ActivityFive Oceans Advisors has $234.41 million in total holdings as of June 30, 2025.Five Oceans Advisors owns shares of 190 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 1.93% of the portfolio was sold this quarter.This quarter, Five Oceans Advisors has purchased 175 new stocks and bought additional shares in 97 stocks.Five Oceans Advisors sold shares of 52 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $26,750,860iShares 0-3 Month Treasury Bond ETF $19,151,339Dimensional Emerging Markets Sustainability Core 1 ETF $13,393,080Dimensional U.S. Core Equity 2 ETF $13,029,119Dimensional Inflation-Protected Securities ETF $10,658,122 Largest New Holdings this Quarter 14040H105 - Capital One Financial $437,009 Holding92840M102 - Vistra $300,212 Holding69608A108 - PALANTIR TECHNOLOGIES INC $286,136 HoldingV7780T103 - Royal Caribbean Cruises $278,068 Holding30231G102 - Exxon Mobil $271,333 Holding Largest Purchases this Quarter Dimensional International Sustainability Core 1 ETF 72,686 shares (about $2.86M)Dimensional US Sustainability Core 1 ETF 33,441 shares (about $1.31M)Dimensional Emerging Markets Sustainability Core 1 ETF 19,493 shares (about $741.90K)Vanguard Short-Term Treasury ETF 8,601 shares (about $505.57K)Vanguard S&P 500 ETF 838 shares (about $475.84K) Largest Sales this Quarter Dimensional International Core Equity 2 ETF 42,450 shares (about $1.32M)Novo Nordisk A/S 4,263 shares (about $294.23K)Toyota Motor 1,642 shares (about $282.85K)iShares Core S&P Total U.S. Stock Market ETF 1,121 shares (about $151.39K)Vanguard FTSE Emerging Markets ETF 2,448 shares (about $121.08K) 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 ETF$26,750,860$505,567 ▲1.9%455,10111.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$19,151,339$159,493 ▲0.8%190,2018.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$13,393,080$741,903 ▲5.9%351,8945.7%ETFDFACDimensional U.S. Core Equity 2 ETF$13,029,119$30,177 ▼-0.2%363,5365.6%ETFDFIPDimensional Inflation-Protected Securities ETF$10,658,122$365,336 ▲3.5%254,9184.5%ETFSCHBSchwab US Broad Market ETF$9,779,375$9,532 ▼-0.1%410,3814.2%ETFDFSIDimensional International Sustainability Core 1 ETF$8,921,801$2,864,558 ▲47.3%226,3843.8%ETFDFICDimensional International Core Equity 2 ETF$6,884,282$1,319,769 ▼-16.1%221,4312.9%ETFNVDANVIDIA$6,489,123$166,679 ▲2.6%41,0732.8%Computer and TechnologyAAPLApple$6,187,627$34,673 ▼-0.6%30,1592.6%Computer and TechnologyMSFTMicrosoft$5,860,485$333,762 ▲6.0%11,7822.5%Computer and TechnologySCHFSchwab International Equity ETF$4,650,815$90,566 ▼-1.9%210,4442.0%ETFDFSUDimensional US Sustainability Core 1 ETF$4,555,366$1,312,562 ▲40.5%116,0601.9%ETFMETAMeta Platforms$4,398,278$20,667 ▲0.5%5,9591.9%Computer and TechnologyAMZNAmazon.com$3,179,839$107,721 ▼-3.3%14,4941.4%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$3,098,472$15,879 ▼-0.5%104,3961.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,709,684$182,342 ▲7.2%56,4401.2%ETFVTIVanguard Total Stock Market ETF$2,550,737$7,902 ▲0.3%8,3931.1%ETFAVGOBroadcom$2,307,466$19,571 ▲0.9%8,3711.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,213,753$13,916 ▲0.6%7,6360.9%FinanceVEAVanguard FTSE Developed Markets ETF$1,959,045$40,591 ▼-2.0%34,3630.8%ETFDFASDimensional U.S. Small Cap ETF$1,915,887$133,855 ▲7.5%30,0720.8%ETFGOOGLAlphabet$1,865,218$35,070 ▲1.9%10,5840.8%Computer and TechnologyGOOGAlphabet$1,666,579$21,819 ▲1.3%9,3950.7%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,597,489$135,179 ▲9.2%23,8360.7%ETFTSLATesla$1,560,028$1,588 ▲0.1%4,9110.7%Auto/Tires/TrucksCOSTCostco Wholesale$1,406,705$22,769 ▼-1.6%1,4210.6%Retail/WholesaleASMLASML$1,181,2490.0%1,4740.5%Computer and TechnologyVVisa$1,145,746$13,492 ▲1.2%3,2270.5%Business ServicesORCLOracle$1,139,500$15,085 ▲1.3%5,2120.5%Computer and TechnologyNVONovo Nordisk A/S$1,087,893$294,232 ▼-21.3%15,7620.5%MedicalSONYSony$1,062,3880.0%40,8140.5%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,017,755$7,142 ▲0.7%10,2600.4%FinanceNFLXNetflix$1,005,687$10,713 ▲1.1%7510.4%Consumer DiscretionaryWMTWalmart$1,001,072$1,369 ▲0.1%10,2380.4%Retail/WholesaleBRK.BBerkshire Hathaway$985,142$8,744 ▲0.9%2,0280.4%FinanceNVSNovartis$956,947$68,371 ▲7.7%7,9080.4%MedicalMAMastercard$953,050$12,363 ▲1.3%1,6960.4%Business ServicesIWSiShares Russell Mid-Cap Value ETF$943,259$3,304 ▼-0.3%7,1380.4%ETFLLYEli Lilly and Company$943,231$34,299 ▼-3.5%1,2100.4%MedicalRYRoyal Bank Of Canada$916,6400.0%6,9680.4%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$908,796$47,638 ▲5.5%30,9430.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$895,258$59,548 ▼-6.2%14,9140.4%ETFSPLGSPDR Portfolio S&P 500 ETF$866,497$95,809 ▲12.4%11,9200.4%ETFVWOVanguard FTSE Emerging Markets ETF$801,989$121,077 ▼-13.1%16,2150.3%ETFIBMInternational Business Machines$713,368$4,716 ▼-0.7%2,4200.3%Computer and TechnologyVOOVanguard S&P 500 ETF$706,946$475,840 ▲205.9%1,2450.3%ETFABBVAbbVie$700,159$4,084 ▲0.6%3,7720.3%MedicalJNJJohnson & Johnson$671,642$105,856 ▲18.7%4,3970.3%MedicalHDHome Depot$654,086$5,500 ▲0.8%1,7840.3%Retail/WholesaleVTVanguard Total World Stock ETF$652,871$5,141 ▲0.8%5,0800.3%ETFTMToyota Motor$632,194$282,851 ▼-30.9%3,6700.3%Auto/Tires/TrucksHSBCHSBC$629,8450.0%10,3610.3%FinanceMUFGMitsubishi UFJ Financial Group$591,497$19,016 ▼-3.1%43,1120.3%FinanceVZVerizon Communications$589,727$12,245 ▲2.1%13,6290.3%Computer and TechnologyBACBank of America$583,456$19,165 ▲3.4%12,3300.2%FinanceAZNAstraZeneca$530,529$70 ▲0.0%7,5920.2%MedicalDFARDimensional US Real Estate ETF$526,601$32,797 ▲6.6%22,4470.2%ETFSAPSAP$524,8770.0%1,7260.2%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$524,616$22,102 ▼-4.0%12,4140.2%ETFSANBanco Santander$522,6590.0%62,9710.2%FinanceTAT&T$519,618$10,476 ▲2.1%17,9550.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$517,315$32,106 ▼-5.8%9,5870.2%ETFRELXRelx$513,7850.0%9,4550.2%Computer and TechnologyGSThe Goldman Sachs Group$509,580$3,539 ▲0.7%7200.2%FinanceBKNGBooking$509,453$11,578 ▲2.3%880.2%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$504,587$22,148 ▲4.6%9,9560.2%ETFDFAIDimensional International Core Equity Market ETF$466,169$21,640 ▼-4.4%13,4850.2%ETFCATCaterpillar$465,852$776 ▲0.2%1,2000.2%IndustrialsAXPAmerican Express$460,622$9,251 ▲2.0%1,4440.2%FinanceCSCOCisco Systems$457,353$84,644 ▲22.7%6,5920.2%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$456,2770.0%9,6200.2%ETFDFIVDimensional International Value ETF$455,026$48,355 ▲11.9%10,6240.2%ETFCOFCapital One Financial$437,009$437,009 ▲New Holding2,0540.2%FinanceMSMorgan Stanley$432,299$2,817 ▲0.7%3,0690.2%FinanceMCDMcDonald's$423,647$18,991 ▲4.7%1,4500.2%Retail/WholesaleUNHUnitedHealth Group$411,800$53,659 ▼-11.5%1,3200.2%MedicalIVEiShares S&P 500 Value ETF$405,851$29,897 ▲8.0%2,0770.2%ETFCMCSAComcast$388,450$83,622 ▲27.4%10,8840.2%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$385,022$151,389 ▼-28.2%2,8510.2%ETFPMPhilip Morris International$379,013$2,186 ▲0.6%2,0810.2%Consumer StaplesESGVVanguard ESG U.S. Stock ETF$374,5300.0%3,4160.2%ETFSMFGSumitomo Mitsui Financial Group$368,760$15,140 ▼-3.9%24,4050.2%FinancePGProcter & Gamble$361,178$3,346 ▲0.9%2,2670.2%Consumer StaplesKLACKLA$357,400$2,687 ▲0.8%3990.2%Computer and TechnologyMCKMcKesson$351,734$1,466 ▲0.4%4800.2%MedicalPGRProgressive$350,387$3,202 ▲0.9%1,3130.1%FinanceCRMSalesforce$348,498$5,726 ▲1.7%1,2780.1%Computer and TechnologyTJXTJX Companies$347,254$3,087 ▲0.9%2,8120.1%Retail/WholesaleBNDXVanguard Total International Bond ETF$344,096$33,172 ▼-8.8%6,9500.1%ETFHWMHowmet Aerospace$337,826$3,164 ▲0.9%1,8150.1%AerospaceGBILGoldman Sachs Access Treasury 0-1 Year ETF$337,804$200 ▼-0.1%3,3730.1%ETFDFUVDimensional US Marketwide Value ETF$335,407$103,036 ▲44.3%7,9330.1%ETFLINDE PLC$333,587$38,473 ▲13.0%7110.1%SHSBNDVanguard Total Bond Market ETF$332,672$11,928 ▼-3.5%4,5180.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$329,784$10,607 ▼-3.1%6,5600.1%ManufacturingETNEaton$329,145$3,213 ▲1.0%9220.1%IndustrialsABTAbbott Laboratories$328,872$4,624 ▲1.4%2,4180.1%MedicalAMATApplied Materials$328,061$3,112 ▼-0.9%1,7920.1%Computer and TechnologyACNAccenture$325,790$598 ▼-0.2%1,0900.1%Computer and TechnologyShowing 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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