Five Oceans Advisors Reduced Holdings in Q1 2025

Five Oceans Advisors

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
-87.9K
- 26.31%
$40.27 - $42.11 $3.54M - $3.7M
246K $10.4M
NVDA
Nvidia Corp

Technology
-6.73K
- 14.39%
$106.98 - $149.43 $720K - $1.01M
40K $4.34M
MSFT
Microsoft Corp

Technology
-2.36K
- 17.52%
$375.39 - $447.2 $886K - $1.06M
11.1K $4.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.61K
- 0.87%
$21.23 - $23.75 $76.7K - $85.8K
411K $8.81M
AVGO
Broadcom Inc.

Technology
-14
- 0.17%
$167.43 - $244.7 $2.34K - $3.43K
8.3K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
-1.32K
- 13.65%
$271.18 - $303.12 $359K - $401K
8.37K $2.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.6K
- 11.39%
$58.81 - $68.2 $212K - $245K
28K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
-8.78K
- 20.02%
$47.4 - $52.99 $416K - $465K
35.1K $1.8M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.1K
- 38.81%
$47.35 - $48.24 $289K - $294K
9.62K $457K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.95K
- 11.9%
$59.61 - $66.71 $176K - $197K
21.8K $1.32M
RY
Royal Bank Of Canada

Financial Services
-1.14K
- 14.01%
$108.81 - $123.4 $123K - $140K
6.97K $785K
CMCSA
Comcast Corp

Communication Services
-3.8K
- 30.76%
$33.19 - $38.23 $126K - $145K
8.54K $315K
ORCL
Oracle Corp

Technology
-7
- 0.14%
$139.81 - $186.47 $979 - $1.31K
5.14K $719K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.4K
- 11.69%
$64.88 - $72.1 $91.1K - $101K
10.6K $693K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.56K
- 16.02%
$42.5 - $46.71 $151K - $166K
18.7K $845K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.53K
- 6.28%
$46.74 - $47.55 $165K - $168K
52.6K $2.5M
MRK
Merck & Co., Inc.

Healthcare
-997
- 24.56%
$83.01 - $101.02 $82.8K - $101K
3.06K $274K
AZN
Astrazeneca PLC

Healthcare
-2.35K
- 23.6%
$65.37 - $77.96 $153K - $183K
7.59K $557K
EMB
Ishares Tr

ETFs
-1.1K
- 28.61%
$88.64 - $92.03 $97.6K - $101K
2.75K $248K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.14K
- 10.08%
$95.85 - $99.25 $109K - $113K
10.2K $1.01M
BNDX
Vanguard Total International B

ETFs
-1.83K
- 19.32%
$48.33 - $49.5 $88.2K - $90.3K
7.62K $372K
SPMD
Spdr Portfolio

ETFs
-1.34K
- 22.32%
$50.21 - $57.73 $67.2K - $77.2K
4.66K $237K
CRM
Salesforce, Inc.

Technology
-3
- 0.24%
$268.36 - $359.95 $805 - $1.08K
1.26K $337K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-412
- 9.4%
$120.29 - $134.6 $49.6K - $55.5K
3.97K $484K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-6.22K
- 33.63%
$12.89 - $15.19 $80.2K - $94.5K
12.3K $182K
IEMG
Ishares Inc

ETFs
-1.14K
- 6.67%
N/A
15.9K $853K
VZ
Verizon Communications Inc

Communication Services
-3.29K
- 19.78%
$37.81 - $46.49 $124K - $153K
13.3K $605K
ETN
Eaton Corp PLC

Industrials
-1
- 0.11%
$271.83 - $371.23 $272 - $371
913 $248K
DFIV
Dimensional ETF Tr

ETFs
-2.59K
- 21.41%
$35.33 - $40.77 $91.4K - $105K
9.5K $373K
AMD
Advanced Micro Devices Inc

Technology
-121
- 5.79%
$96.63 - $129.55 $11.7K - $15.7K
1.97K $202K
ACN
Accenture PLC

Technology
-3
- 0.27%
$300.91 - $398.25 $903 - $1.19K
1.09K $340K
DFAT
Dimensional ETF Tr U S Target

ETFs
-20
- 0.2%
$50.44 - $58.1 $1.01K - $1.16K
10.2K $524K
GBIL
Goldman Sachs Access Treasury

ETFs
-437
- 11.46%
$99.85 - $100.19 $43.6K - $43.8K
3.38K $338K
JNJ
Johnson & Johnson

Healthcare
-819
- 18.11%
$142.06 - $167.7 $116K - $137K
3.7K $614K
IWS
Ishares Russell Midcap Value E

ETFs
-93
- 1.28%
$122.59 - $135.24 $11.4K - $12.6K
7.16K $902K
BMO
Bank Of Montreal

Financial Services
-310
- 9.21%
$94.92 - $104.14 $29.4K - $32.3K
3.06K $291K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-868
- 11.36%
$48.43 - $49.9 $42K - $43.3K
6.77K $337K
TXN
Texas Instruments Inc

Technology
-162
- 8.01%
N/A
1.86K $362K
DHR
Danaher Corp

Healthcare
-21
- 1.99%
$201.62 - $250.59 $4.23K - $5.26K
1.04K $212K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.8K
- 13.73%
$23.92 - $26.89 $43K - $48.4K
11.3K $292K
MUB
Ishares National Muni Bond ETF

ETFs
-216
- 9.79%
$104.71 - $107.69 $22.6K - $23.3K
1.99K $209K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.38K
- 6.16%
$22.35 - $24.52 $30.9K - $33.9K
21K $500K
VTV
Vanguard Value ETF

ETFs
-124
- 7.43%
$167.73 - $179.21 $20.8K - $22.2K
1.54K $263K
DFAX
Dimensional ETF Tr
-2.11K
- 6.72%
$24.45 - $27.2 $51.6K - $57.4K
29.3K $768K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-278
- 4.81%
$39.96 - $43.3 $11.1K - $12K
5.5K $226K
IEFA
Ishares Tr

ETFs
-270
- 8.69%
$69.57 - $78.65 $18.8K - $21.2K
2.84K $214K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-127
- 2.64%
$71.17 - $73.66 $9.04K - $9.35K
4.68K $343K
DFSU
Dimensional ETF Tr Dimen Us Su
-899
- 1.08%
N/A
82.6K $0
Blackrock Inc
-1
- 0.36%
N/A
273 $0
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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