Top 50 Five Oceans Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 11.19% | 528.5K | $30.9M | -4.37%(-24.15K) | $59.21(-1.58%) | 2026-03-31 | |
| SGOV | ISHARES TR | 7.43% | 204.0K | $20.5M | -4.70%(-10.06K) | $100.62(-0.18%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 6.95% | 467.3K | $19.2M | +6.51%(+28.56K) | $39.18(+15.04%) | 2026-03-31 | |
| DFSE | DIMENSIONAL ETF TRUST | 6.72% | 438.3K | $18.6M | +1.10%(+4.76K) | $17300.56(-99.72%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 6.2% | 404.0K | $17.1M | +3.50%(+13.67K) | $1791.60(-97.51%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.09% | 362.0K | $14.1M | -3.49%(-13.11K) | $27.28(+56.47%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.84% | 254.4K | $10.6M | -0.00%(-7) | $42.26(-0.30%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.72% | 410.0K | $10.3M | +0.00%(+0) | $17.32(+61.28%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.94% | 228.7K | $8.1M | -3.21%(-7.59K) | $25.43(+46.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.65% | 28.9K | $7.3M | +0.29%(+84) | $149.51(+90.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.78% |
| Top 20 Holdings Unweighted | +13.70% | +46.97% |
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