| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 9 | Q3 2023 | 17.1% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 11.4% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 7.2% |
| DIMENSIONAL ETF TRUST | 9 | Q3 2023 | 5.3% |
| APPLE INC | 9 | Q3 2023 | 4.6% |
| VANGUARD INDEX FDS | 9 | Q3 2023 | 4.2% |
| MICROSOFT CORP | 9 | Q3 2023 | 3.4% |
| VANGUARD TAX-MANAGED INTL FD | 9 | Q3 2023 | 3.9% |
| DIMENSIONAL ETF TRUST | 9 | Q3 2023 | 2.4% |
| VANGUARD INTL EQUITY INDEX F | 9 | Q3 2023 | 2.8% |
View Five Oceans Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-14 |
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.