Five Oceans Advisors

13F Filings History

Latest 13F report: Q1 2025 - Apr 18, 2025
Value $: $209M
Signature - Title: Spencer Rand - Chief Compliance Officer
Location: Santa Monica, CA
Summary: This page shows a list of all the recent 13F filings made by Five Oceans Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Five Oceans Advisors reported 175 stock holdings with total value $209M as of Q1 2025. Top holdings included VGSH, SGOV, DFAC, DFSE, and DFIP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	175	$209M	+$9.53M	-$15.9M	-$6.33M	VGSH, SGOV, DFAC, DFSE, DFIP	13F-HR	4/18/2025, 11:34 AM
Q4 2024	177	$218M	+$33.8M	-$14.1M	+$19.7M	VGSH, SGOV, DFIP, DFAC, DFSE	13F-HR	1/24/2025, 11:09 AM
Q3 2024	195	$209M	+$20.7M	-$9.53M	+$11.2M	VGSH, SGOV, DFAC, DFSE, SCHB	13F-HR	10/15/2024, 12:57 PM
Q2 2024	177	$191M	+$13.6M	-$18.6M	-$4.95M	VGSH, DFSE, DFAC, SCHB, DFIP	13F-HR	7/10/2024, 10:05 AM
Q1 2024	197	$195M	+$11M	-$6.55M	+$4.45M	VGSH, DFAC, DFSE, SCHB, DFIP	13F-HR	4/16/2024, 01:58 PM
Q4 2023	173	$179M	+$12.6M	-$2.83M	+$9.72M	VGSH, DFSE, DFAC, DFIP, SCHB	13F-HR	1/22/2024, 02:53 PM
Q3 2023	148	$156M	+$10.2M	-$1.82M	+$8.42M	VGSH, DFSE, DFIP, DFAC, SCHB	13F-HR	10/17/2023, 10:09 AM
Q2 2023	158	$155M	+$5.16M	-$9.18M	-$4.02M	VGSH, DFIP, DFSE, SCHB, DFAC	13F-HR	7/14/2023, 05:05 PM
Q1 2023	153	$155M	+$7.46M	-$3.21M	+$4.25M	VGSH, DFIP, SCHB, DFSE, DFAC	13F-HR	4/14/2023, 12:18 PM
Q4 2022	146	$136M	+$6.29M	-$4.46M	+$1.83M	VGSH, DFIP, SCHB, DFAC, SCHF	13F-HR	1/17/2023, 04:20 PM
Q3 2022	133	$127M	+$22.6M	-$9.85M	+$12.8M	VGSH, DFIP, SCHB, DFAC, AAPL	13F-HR	11/2/2022, 03:22 PM
Q2 2022	130	$134M	+$49.9M	-$8.36M	+$41.6M	VGSH, SCHB, DFIC, SCHF, DFAC	13F-HR	7/15/2022, 10:41 AM
Q1 2022	120	$112M	+$11.7M	-$657K	+$11.1M	SCHB, DFIP, SCHF, VGSH, AAPL	13F-HR	4/19/2022, 01:17 PM
Q4 2021	110	$113M	+$21.3M	-$550K	+$20.8M	SCHB, DFIP, SCHF, VGSH, AAPL	13F-HR	1/14/2022, 11:25 AM
Q3 2021	98	$86.7M	$0	$0		SCHB, SCHF, AAPL, VTI, VEA	13F-HR	10/13/2021, 01:11 PM