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Five Oceans Advisors13F | |
| Five Oceans Advisors | |
| Last update 2025-07-16 | 190 Stocks (20 new) |
| Value $234.00 Mil | Turnover 6 % |
Five Oceans Advisors Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 455,101 | 26,750.9 | +1.93% | 11.410 | +0.22% | 0.120 | +0.70% | +2.70% | 22,497.1 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 190,201 | 19,151.3 | +0.84% | 8.170 | +0.07% | 0.040 | +1.07% | +2.40% | 51,431.0 | ||
DFSE |
Dimensional Emerging Markets Sustainability Core 1 ETF
Dimensional Emerging Markets Sustainability Core 1 ETF
| 351,894 | 13,393.1 | +5.86% | 5.710 | +0.32% | 3.200 | +16.09% | +18.54% | 427.9 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 363,536 | 13,029.1 | -0.23% | 5.560 | -0.01% | 0.040 | +15.67% | +7.24% | 35,930.5 | ||
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 254,918 | 10,658.1 | +3.55% | 4.550 | +0.16% | 1.140 | +1.57% | +5.62% | 934.9 | ||
SCHB | Schwab U.S. Broad Market ETF | 410,381 | 9,779.4 | -0.10% | 4.170 | 0% | 0.030 | +16.59% | +8.48% | 35,306.3 | ||
DFSI |
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
| 226,384 | 8,921.8 | +47.29% | 3.810 | +1.22% | 1.190 | +12.22% | +23.79% | 768.8 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 221,431 | 6,884.3 | -16.09% | 2.940 | -0.56% | 0.070 | +12.57% | +24.79% | 9,915.7 | ||
NVDA | NVIDIA Corp | 41,073 | 6,489.1 | +2.64% | 2.770 | +0.07% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 30,159 | 6,187.6 | -0.56% | 2.640 | -0.02% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware |
Five Oceans Advisors's Historical Top Holdings Breakdowns
Five Oceans Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFSI |
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
| 2025-06-30 | Add Add | +1.22% | 31.61 ($37.11) 39.42 | $40.04 | 7.90% | Add 47.29% | 226,384 | 72,686 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-06-30 | Reduce Reduce | -0.56% | 24.94 ($29.27) 31.15 | $31.71 | 8.34% | Reduce -16.09% | 221,431 | -42,450 | |
DFSU |
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
| 2025-06-30 | Add Add | +0.56% | 31.75 ($36.45) 39.25 | $40.42 | 10.89% | Add 40.48% | 116,060 | 33,441 | |
DFSE |
Dimensional Emerging Markets Sustainability Core 1 ETF
Dimensional Emerging Markets Sustainability Core 1 ETF
| 2025-06-30 | Add Add | +0.32% | 29.79 ($35.03) 38.06 | $38.90 | 11.05% | Add 5.86% | 351,894 | 19,493 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.22% | 58.32 ($58.58) 58.98 | $58.54 | -0.07% | Add 1.93% | 455,101 | 8,601 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.20% | 456.74 ($525.37) 568.03 | $583.26 | 11.02% | Add 205.9% | 1,245 | 838 | |
COF | Capital One Financial Corp | 2025-06-30 | New Buy New Buy | +0.19% | 150.57 ($186.48) 212.76 | $211.33 | 13.33% | New holding | 2,054 | 2,054 | |
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 2025-06-30 | Add Add | +0.16% | 41.11 ($41.57) 42.42 | $41.73 | 0.40% | Add 3.55% | 254,918 | 8,738 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.14% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Add 6.04% | 11,782 | 671 | |
NVO | Novo Nordisk AS | 2025-06-30 | Reduce Reduce | -0.14% | 58.08 ($68.04) 81.05 | $70.73 | 3.95% | Reduce -21.29% | 15,762 | -4,263 |
Five Oceans Advisors Total Holding History ($B)
Five Oceans Advisors's Asset Allocation
Five Oceans Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Five Oceans Advisors's Hypothetical Growth since 2025-06-30
Five Oceans Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Five Oceans Advisors's Holdings Heat Map
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Five Oceans Advisors's Holdings Bubble Chart
Five Oceans Advisors News
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