Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 12 | Q2 2024 | 17.1% |
SCHWAB STRATEGIC TR | 12 | Q2 2024 | 11.4% |
DIMENSIONAL ETF TRUST | 12 | Q2 2024 | 5.6% |
SCHWAB STRATEGIC TR | 12 | Q2 2024 | 7.2% |
APPLE INC | 12 | Q2 2024 | 4.6% |
MICROSOFT CORP | 12 | Q2 2024 | 3.4% |
VANGUARD INDEX FDS | 12 | Q2 2024 | 4.2% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q2 2024 | 3.9% |
DIMENSIONAL ETF TRUST | 12 | Q2 2024 | 2.4% |
VANGUARD INTL EQUITY INDEX F | 12 | Q2 2024 | 2.8% |
View Five Oceans Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-10 |
13F-HR | 2024-04-16 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-19 |
View Five Oceans Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.