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Five Oceans Advisors

Portfolio Manager
Five Oceans Advisors
Performance
-2.47% (2026 Q1)
AUM (13F)
$276.44M
# of Holdings
193
Performance Rank
Allocation (Top 20)
70.09%

Five Oceans Advisors Holdings Map

Top 50 Five Oceans Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGSH
VANGUARD SCOTTSDALE FDS
11.19%528.5K$30.9M
-4.37%(-24.15K)
2025-Q1: 446.5K shares2025-Q2: 455.1K shares2025-Q3: 546.1K shares2025-Q4: 552.7K shares2026-Q1: 528.5K shares
$59.21(-1.58%)
2026-03-31
SGOV
ISHARES TR
7.43%204.0K$20.5M
-4.70%(-10.06K)
2025-Q1: 188.6K shares2025-Q2: 190.2K shares2025-Q3: 214.2K shares2025-Q4: 214.0K shares2026-Q1: 204.0K shares
$100.62(-0.18%)
2026-03-31
DFSU
DIMENSIONAL ETF TRUST
6.95%467.3K$19.2M
+6.51%(+28.56K)
2025-Q1: 82.6K shares2025-Q2: 116.1K shares2025-Q3: 375.5K shares2025-Q4: 438.8K shares2026-Q1: 467.3K shares
$39.18(+15.04%)
2026-03-31
DFSE
DIMENSIONAL ETF TRUST
6.72%438.3K$18.6M
+1.10%(+4.76K)
2025-Q1: 332.4K shares2025-Q2: 351.9K shares2025-Q3: 417.1K shares2025-Q4: 433.5K shares2026-Q1: 438.3K shares
$17300.56(-99.72%)
2026-03-31
DFSI
DIMENSIONAL ETF TRUST
6.2%404.0K$17.1M
+3.50%(+13.67K)
2025-Q1: 153.7K shares2025-Q2: 226.4K shares2025-Q3: 346.4K shares2025-Q4: 390.3K shares2026-Q1: 404.0K shares
$1791.60(-97.51%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
5.09%362.0K$14.1M
-3.49%(-13.11K)
2025-Q1: 364.4K shares2025-Q2: 363.5K shares2025-Q3: 373.5K shares2025-Q4: 375.2K shares2026-Q1: 362.0K shares
$27.28(+56.47%)
2026-03-31
DFIP
DIMENSIONAL ETF TRUST
3.84%254.4K$10.6M
-0.00%(-7)
2025-Q1: 246.2K shares2025-Q2: 254.9K shares2025-Q3: 254.3K shares2025-Q4: 254.4K shares2026-Q1: 254.4K shares
$42.26(-0.30%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
3.72%410.0K$10.3M
+0.00%(+0)
2025-Q1: 410.8K shares2025-Q2: 410.4K shares2025-Q3: 410.3K shares2025-Q4: 410.0K shares2026-Q1: 410.0K shares
$17.32(+61.28%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
2.94%228.7K$8.1M
-3.21%(-7.59K)
2025-Q1: 263.9K shares2025-Q2: 221.4K shares2025-Q3: 227.0K shares2025-Q4: 236.2K shares2026-Q1: 228.7K shares
$25.43(+46.56%)
2026-03-31
AAPL
APPLE INC
2.65%28.9K$7.3M
+0.29%(+84)
2025-Q1: 30.3K shares2025-Q2: 30.2K shares2025-Q3: 28.7K shares2025-Q4: 28.8K shares2026-Q1: 28.9K shares
$149.51(+90.07%)
2026-03-31

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