Five Oceans Advisors

CIK 0001876326 • 6 13F filings • Apr 18, 2025 – Jul 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $311.1M204 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$916K	0.3%Prev: 0.3%	3,640 SH	Increased-132 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.4%Prev: 0.1%	1,976 SH	Increased+28 SH
AFLAC INC	COM	$277K	0.1%Prev: 0.1%	2,363 SH	Increased-76 SH
AGNICO EAGLE MINES LTD	COM	$379K	0.1%Prev: 0.1%	2,440 SH	Increased
ALPHABET INC	CAP STK CL A	$3.7M	1.2%Prev: 0.8%	10,312 SH	Increased-272 SH
ALPHABET INC	CAP STK CL C	$3.2M	1.0%Prev: 0.7%	9,085 SH	Increased-310 SH
AMAZON COM INC	COM	$3.4M	1.1%Prev: 1.4%	14,182 SH	Increased-312 SH
AMERICAN EXPRESS CO	COM	$462K	0.1%Prev: 0.2%	1,366 SH	Increased-78 SH
AMERIPRISE FINL INC	COM	$259K	0.1%Prev: 0.1%	564 SH	Decreased-17 SH
AMGEN INC	COM	$337K	0.1%Prev: 0.1%	931 SH	Increased+73 SH
AMPHENOL CORP	CL A	$285K	0.1%	1,614 SH	New
ANALOG DEVICES INC	COM	$310K	0.1%	780 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$505K	0.2%	6,133 SH	New
APPLE INC	COM	$8.3M	2.7%Prev: 2.6%	28,762 SH	Increased-1,397 SH
APPLIED MATLS INC	COM	$1.3M	0.4%Prev: 0.1%	1,755 SH	Increased-37 SH
APPLOVIN CORP	COM CL A	$363K	0.1%Prev: 0.1%	705 SH	Increased-29 SH
ARISTA NETWORKS INC	COM SHS	$408K	0.1%Prev: 0.1%	2,402 SH	Increased-75 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.9M	0.9%	1,474 SH	New
ASTRAZENECA PLC	ORD	$760K	0.2%	4,009 SH	New
AT&T INC	COM	$345K	0.1%Prev: 0.2%	16,667 SH	Decreased-1,288 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$622K	0.2%Prev: 0.1%	24,840 SH	Increased+6,400 SH
BANCO SANTANDER SA	ADR	$869K	0.3%	62,971 SH	New
BANK MONTREAL MEDIUM	COM	$519K	0.2%	2,938 SH	New
BANK NOVA SCOTIA B C	COM	$342K	0.1%	3,938 SH	New
BANK OF AMER CORP	COM	$667K	0.2%	11,701 SH	New
BANK OF NY MELLON CORP	COM	$304K	0.1%	2,103 SH	New
BARCLAYS PLC	ADR	$409K	0.1%Prev: 0.1%	15,223 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.3%Prev: 0.4%	2,082 SH	Increased+54 SH
BLACKROCK INC	COM	$260K	0.1%Prev: 0.1%	270 SH	Decreased-7 SH
BOOKING HOLDINGS INC	COM	$364K	0.1%Prev: 0.2%	2,040 SH	Decreased+1,952 SH
BRISTOL-MYERS SQUIBB CO	COM	$257K	0.1%	4,459 SH	New
BROADCOM INC	COM	$3.1M	1.0%Prev: 1.0%	8,097 SH	Increased-274 SH
BROOKFIELD CORP	CL A LTD VT SH	$205K	0.1%	4,822 SH	New
CANADIAN IMPERIAL BANK OF CO	COM	$423K	0.1%	3,675 SH	New
CAPITAL ONE FINL CORP	COM	$386K	0.1%Prev: 0.2%	1,926 SH	Decreased-128 SH
CARDINAL HEALTH INC	COM	$246K	0.1%	1,034 SH	New
CASEYS GEN STORES INC	COM	$207K	0.1%	261 SH	New
CATERPILLAR INC	COM	$1.3M	0.4%Prev: 0.2%	1,174 SH	Increased-26 SH
CELESTICA INC	COM	$403K	0.1%	1,105 SH	New
CHUBB LIMITED	COM	$221K	0.1%Prev: 0.1%	650 SH	Increased-41 SH
CIENA CORP	COM NEW	$271K	0.1%	552 SH	New
CISCO SYS INC	COM	$725K	0.2%Prev: 0.2%	6,174 SH	Increased-418 SH
CITIGROUP INC	COM NEW	$335K	0.1%	2,392 SH	New
COHERENT CORP	COM	$269K	0.1%	682 SH	New
COMFORT SYS USA INC	COM	$476K	0.2%	240 SH	New
CORNING INC	COM	$553K	0.2%	2,165 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.4%	1,382 SH	New
CSX CORP	COM	$238K	0.1%	4,999 SH	New
CUMMINS INC	COM	$367K	0.1%	514 SH	New
CURTISS WRIGHT CORP	COM	$211K	0.1%	279 SH	New
D R HORTON INC	COM	$252K	0.1%Prev: 0.1%	1,550 SH	Increased-53 SH
DEERE & CO	COM	$365K	0.1%Prev: 0.1%	576 SH	Increased-45 SH
DELL TECHNOLOGIES INC	CL C	$360K	0.1%	834 SH	New
DELTA AIR LINES INC	COM NEW	$206K	0.1%	2,199 SH	New
DEUTSCHE BK AG	NAMEN AKT	$271K	0.1%	8,029 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$499K	0.2%	11,814 SH	New
DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$21.6M	6.9%	442,368 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.0M	1.3%Prev: 1.3%	98,255 SH	Increased-6,141 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$482K	0.2%Prev: 0.1%	16,648 SH	Increased+5,499 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$10.5M	3.4%Prev: 4.5%	254,425 SH	Decreased-493 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$19.2M	6.2%Prev: 3.8%	426,583 SH	Increased+200,199 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$487K	0.2%Prev: 0.2%	9,009 SH	Increased-1,615 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$526K	0.2%Prev: 0.2%	12,757 SH	Increased-728 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$8.6M	2.8%Prev: 2.9%	230,757 SH	Increased+9,326 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$416K	0.1%Prev: 0.2%	8,605 SH	Decreased-1,015 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$2.4M	0.8%	49,395 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$16.7M	5.4%	375,368 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$1.7M	0.5%	20,444 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$418K	0.1%Prev: 0.1%	7,599 SH	Increased-334 SH
DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$408K	0.1%	15,589 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.2M	0.7%Prev: 0.8%	26,524 SH	Increased-3,548 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$22.8M	7.3%Prev: 1.9%	489,837 SH	Increased+373,777 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$575K	0.2%Prev: 0.2%	8,230 SH	Increased-1,357 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$700K	0.2%Prev: 0.4%	19,000 SH	Decreased-11,943 SH
EATON CORP PLC	SHS	$383K	0.1%Prev: 0.1%	899 SH	Increased-23 SH
ELI LILLY & CO	COM	$1.4M	0.5%Prev: 0.4%	1,208 SH	Increased-2 SH
EMCOR GROUP INC	COM	$334K	0.1%Prev: 0.1%	403 SH	Increased-15 SH
ENBRIDGE INC	COM	$382K	0.1%Prev: 0.1%	7,055 SH	Increased
EXXON MOBIL CORP	COM	$264K	0.1%Prev: 0.1%	1,934 SH	Decreased-583 SH
FLEX LTD	ORD	$352K	0.1%	2,171 SH	New
FORD MTR CO	COM	$158K	0.1%Prev: 0.1%	11,339 SH	Increased-21 SH
FORTINET INC	COM	$253K	0.1%	1,648 SH	New
GE AEROSPACE	COM NEW	$511K	0.2%Prev: 0.1%	1,367 SH	Increased+112 SH
GE VERNOVA INC	COM	$437K	0.1%Prev: 0.1%	372 SH	Increased-11 SH
GENERAL MTRS CO	COM	$232K	0.1%	3,004 SH	New
GILEAD SCIENCES INC	COM	$300K	0.1%Prev: 0.1%	2,373 SH	Increased-91 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$929K	0.3%Prev: 0.1%	9,276 SH	Increased+5,903 SH
GOLDMAN SACHS GROUP INC	COM	$712K	0.2%Prev: 0.2%	704 SH	Increased-16 SH
GSK PLC	SPONSORED ADR	$328K	0.1%Prev: 0.1%	6,261 SH	Increased-42 SH
HARTFORD INSURANCE GROUP INC	COM	$227K	0.1%Prev: 0.1%	1,711 SH	Increased-63 SH
HOME DEPOT INC	COM	$591K	0.2%Prev: 0.3%	1,675 SH	Decreased-109 SH
HOWMET AEROSPACE INC	COM	$466K	0.1%Prev: 0.1%	1,734 SH	Increased-81 SH
HSBC HLDGS PLC	SPON ADR NEW	$985K	0.3%Prev: 0.3%	10,361 SH	Increased
ING GROEP N.V.	SPONSORED ADR	$453K	0.1%Prev: 0.1%	14,429 SH	Increased
INTEL CORP	COM	$839K	0.3%	6,007 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$646K	0.2%Prev: 0.3%	2,298 SH	Decreased-122 SH
ISHARES INC	CORE MSCI EMKT	$1.2M	0.4%Prev: 0.4%	14,520 SH	Increased-394 SH
ISHARES TR	0-3 MTH TREASURY	$19.4M	6.3%	193,177 SH	New
ISHARES TR	CORE S&P TTL STK	$413K	0.1%Prev: 0.2%	2,514 SH	Increased-337 SH
ISHARES TR	CORE US AGGBD ET	$617K	0.2%Prev: 0.4%	6,238 SH	Decreased-4,022 SH
ISHARES TR	RUS MDCP VAL ETF	$1.2M	0.4%Prev: 0.4%	7,166 SH	Increased+28 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$513K	0.2%	10,937 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$459K	0.1%Prev: 0.2%	9,070 SH	Decreased-886 SH
JABIL INC	COM	$265K	0.1%	687 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.3%	4,196 SH	Increased-201 SH
JPMORGAN CHASE & CO	COM	$2.4M	0.8%	7,409 SH	New
KLA CORP	COM NEW	$1.2M	0.4%Prev: 0.2%	3,897 SH	Increased+3,498 SH
LAM RESEARCH CORP	COM NEW	$1.4M	0.4%Prev: 0.1%	3,221 SH	Increased-63 SH
LINDE PLC	SHS	$302K	0.1%Prev: 0.1%	581 SH	Decreased-130 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$319K	0.1%Prev: 0.1%	54,791 SH	Increased
LOCKHEED MARTIN CORP	COM	$304K	0.1%Prev: 0.1%	596 SH	Increased+1 SH
LOWES COS INC	COM	$226K	0.1%Prev: 0.1%	1,025 SH	Decreased-40 SH
LUMENTUM HLDGS INC	COM	$204K	0.1%	238 SH	New
MANULIFE FINL CORP	COM	$236K	0.1%	5,817 SH	New
MARATHON PETE CORP	COM	$352K	0.1%Prev: 0.1%	1,378 SH	Increased-42 SH
MARVELL TECHNOLOGY INC	COM	$340K	0.1%	1,142 SH	New
MASTERCARD INCORPORATED	CL A	$800K	0.3%Prev: 0.4%	1,558 SH	Decreased-138 SH
MCDONALDS CORP	COM	$376K	0.1%Prev: 0.2%	1,390 SH	Decreased-60 SH
MCKESSON CORP	COM	$348K	0.1%Prev: 0.2%	461 SH	Decreased-19 SH
MERCK & CO INC	COM	$406K	0.1%Prev: 0.1%	3,157 SH	Increased+421 SH
META PLATFORMS INC	CL A	$3.3M	1.1%Prev: 1.9%	5,813 SH	Decreased-146 SH
MICRON TECHNOLOGY INC	COM	$2.1M	0.7%Prev: 0.1%	1,824 SH	Increased+94 SH
MICROSOFT CORP	COM	$4.2M	1.3%Prev: 2.5%	11,239 SH	Decreased-543 SH
MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	$857K	0.3%	43,112 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$474K	0.2%Prev: 0.1%	49,492 SH	Increased
MORGAN STANLEY	COM NEW	$617K	0.2%Prev: 0.2%	2,952 SH	Increased-117 SH
NATWEST GROUP PLC	SPONS ADR	$224K	0.1%Prev: 0.1%	12,684 SH	Increased
NETFLIX INC.	COM	$504K	0.2%	7,056 SH	New
NEWMONT CORP	COM	$205K	0.1%	2,200 SH	New
NOKIA CORP	SPONSORED ADR	$328K	0.1%Prev: 0.1%	24,696 SH	Increased-10,890 SH
NOMURA HLDGS INC	SPONSORED ADR	$119K	0.0%Prev: 0.0%	13,507 SH	Increased
NOVARTIS AG	SPONSORED ADR	$1.2M	0.4%Prev: 0.4%	7,908 SH	Increased
NOVO-NORDISK A S	ADR	$355K	0.1%Prev: 0.5%	7,396 SH	Decreased-8,366 SH
NVIDIA CORPORATION	COM	$8.1M	2.6%Prev: 2.8%	40,594 SH	Increased-479 SH
ORACLE CORP	COM	$722K	0.2%Prev: 0.5%	4,929 SH	Decreased-283 SH
PACCAR INC	COM	$215K	0.1%	1,786 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$222K	0.1%Prev: 0.1%	1,905 SH	Decreased-194 SH
PALO ALTO NETWORKS INC	COM	$285K	0.1%	836 SH	New
PARKER-HANNIFIN CORP	COM	$409K	0.1%Prev: 0.1%	418 SH	Increased-22 SH
PFIZER INC	COM	$202K	0.1%Prev: 0.1%	8,388 SH	Decreased+42 SH
PHILIP MORRIS INTL INC	COM	$369K	0.1%Prev: 0.2%	2,042 SH	Decreased-39 SH
PROCTER & GAMBLE CO	COM	$309K	0.1%	2,107 SH	New
PROGRESSIVE CORP	COM	$275K	0.1%Prev: 0.1%	1,261 SH	Decreased-52 SH
QUALCOMM INC	COM	$338K	0.1%Prev: 0.1%	1,827 SH	Increased-77 SH
QUANTA SVCS INC	COM	$323K	0.1%	449 SH	New
RELX PLC	SPONSORED ADR	$233K	0.1%Prev: 0.2%	7,351 SH	Decreased-2,104 SH
ROBINHOOD MKTS INC	COM CL A	$274K	0.1%Prev: 0.1%	2,732 SH	Increased-94 SH
ROYAL BK CDA	COM	$1.4M	0.5%Prev: 0.4%	6,968 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$273K	0.1%Prev: 0.1%	861 SH	Decreased-27 SH
RTX CORPORATION	COM	$300K	0.1%	1,579 SH	New
SANDISK CORP	COM	$618K	0.2%	272 SH	New
SAP SE	SPON ADR	$266K	0.1%Prev: 0.2%	1,726 SH	Decreased
SCHWAB CHARLES CORP	COM	$236K	0.1%Prev: 0.1%	2,556 SH	Decreased-149 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.8M	1.8%Prev: 2.0%	207,638 SH	Increased-2,806 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$11.8M	3.8%Prev: 4.2%	408,313 SH	Increased-2,068 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$519K	0.2%	538 SH	New
SHERWIN WILLIAMS CO	COM	$249K	0.1%Prev: 0.1%	724 SH	Decreased-32 SH
SONY GROUP CORP	SPONSORED ADR	$695K	0.2%Prev: 0.5%	34,669 SH	Decreased-6,145 SH
SPDR SERIES TRUST	ST STR P400MID	$278K	0.1%	4,121 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.1M	0.3%	12,052 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$224K	0.1%	3,887 SH	New
STEEL DYNAMICS INC	COM	$228K	0.1%	994 SH	New
SUMITOMO MITSUI FIN GRP INC	SPONSORED ADR	$575K	0.2%	24,405 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$187K	0.1%Prev: 0.1%	11,648 SH	Decreased-873 SH
TARGA RES CORP	COM	$329K	0.1%Prev: 0.1%	1,226 SH	Increased-16 SH
TECHNIPFMC PLC	COM	$295K	0.1%	4,449 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$242K	0.1%Prev: 0.1%	21,739 SH	Increased
TERADYNE INC	COM	$243K	0.1%	503 SH	New
TESLA INC	COM	$2.0M	0.7%Prev: 0.7%	4,836 SH	Increased-75 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$399K	0.1%Prev: 0.1%	11,784 SH	Increased+1,487 SH
TEXAS INSTRS INC	COM	$339K	0.1%Prev: 0.1%	1,137 SH	Increased-238 SH
THERMO FISHER SCIENTIFIC INC	COM	$285K	0.1%Prev: 0.1%	568 SH	Increased+26 SH
TJX COS INC NEW	COM	$413K	0.1%Prev: 0.1%	2,727 SH	Increased-85 SH
TORONTO DOMINION BK ONT	COM NEW	$497K	0.2%Prev: 0.1%	4,091 SH	Increased
TOTALENERGIES SE	ACT	$237K	0.1%	3,043 SH	New
TOYOTA MOTOR CORP	ADS	$558K	0.2%Prev: 0.3%	3,316 SH	Decreased-354 SH
TRANE TECHNOLOGIES PLC	SHS	$312K	0.1%Prev: 0.1%	635 SH	Increased-23 SH
TRAVELERS COMPANIES INC	COM	$357K	0.1%Prev: 0.1%	1,082 SH	Increased-50 SH
UBS GROUP AG	SHS	$434K	0.1%Prev: 0.1%	8,767 SH	Increased
UNILEVER PLC	SPON ADR NEW	$234K	0.1%Prev: 0.1%	3,891 SH	Decreased-487 SH
UNION PAC CORP	COM	$302K	0.1%Prev: 0.1%	1,112 SH	Increased-71 SH
UNITED AIRLS HLDGS INC	COM	$245K	0.1%	1,804 SH	New
UNITED RENTALS INC	COM	$419K	0.1%Prev: 0.1%	370 SH	Increased-13 SH
UNITEDHEALTH GROUP INC	COM	$469K	0.2%Prev: 0.2%	1,128 SH	Increased-192 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$248K	0.1%Prev: 0.1%	5,123 SH	Decreased-1,827 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	0.9%Prev: 1.1%	7,444 SH	Increased-949 SH
VANGUARD INDEX FDS	VALUE ETF	$202K	0.1%Prev: 0.1%	928 SH	Decreased-326 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$752K	0.2%Prev: 0.3%	12,605 SH	Decreased-3,610 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$818K	0.3%Prev: 0.3%	5,215 SH	Increased+135 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$309K	0.1%Prev: 0.1%	6,158 SH	Decreased-402 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$30.4M	9.8%Prev: 11.4%	522,397 SH	Increased+67,296 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	0.7%Prev: 0.8%	30,043 SH	Increased-4,320 SH
VANGUARD WORLD FD	ESG US STK ETF	$452K	0.1%Prev: 0.2%	3,416 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$542K	0.2%Prev: 0.3%	12,808 SH	Decreased-821 SH
VERTEX PHARMACEUTICALS INC	COM	$251K	0.1%Prev: 0.1%	506 SH	Increased-17 SH
VERTIV HOLDINGS CO	COM CL A	$246K	0.1%	736 SH	New
VISA INC	COM CL A	$1.1M	0.3%Prev: 0.5%	3,069 SH	Decreased-158 SH
VISTRA CORP	COM	$247K	0.1%Prev: 0.1%	1,557 SH	Decreased+8 SH
WALMART INC	COM	$1.1M	0.4%Prev: 0.4%	9,894 SH	Increased-344 SH
WASTE MGMT INC DEL	COM	$203K	0.1%Prev: 0.1%	911 SH	Decreased-104 SH
WELLS FARGO & CO	COM	$300K	0.1%	3,625 SH	New
WESTERN DIGITAL CORP	COM	$813K	0.3%	1,273 SH	New
WILLIAMS COS INC	COM	$260K	0.1%Prev: 0.1%	3,492 SH	Increased-79 SH
WW GRAINGER INC	COM	$279K	0.1%	205 SH	New

Sold (vs prior filing)

ABBOTT LABS — $329K
ACCENTURE PLC IRELAND — $326K
ADOBE INC — $268K
ASML HOLDING N V — $1.2M
ASTRAZENECA PLC — $531K
AUTOMATIC DATA PROCESSING IN — $243K
BANCO SANTANDER S.A. — $523K
BANK AMERICA CORP — $583K
BANK MONTREAL QUE — $325K
BANK NOVA SCOTIA HALIFAX — $218K
CANADIAN IMPERIAL BK COMM — $226K
CINTAS CORP — $247K
COMCAST CORP NEW — $388K
COSTCO WHSL CORP NEW — $1.4M
DANAHER CORPORATION — $209K
DEUTSCHE BANK A G — $235K
DIMENSIONAL ETF TRUST — $525K
DIMENSIONAL ETF TRUST — $13.4M
DIMENSIONAL ETF TRUST — $281K
DIMENSIONAL ETF TRUST — $2.7M
… and 34 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 22, 2026	Q3 2026	13F-HR	0001876326-26-000006	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001876326-26-000001	$283.0M	View
Oct 22, 2025	Q3 2025