Five Oceans Advisors Buys Dimensional Inflation-Protected Securities ETF, Vanguard Short-Term ...
Investment company Five Oceans Advisors (Current Portfolio) buys Dimensional Inflation-Protected Securities ETF, Vanguard Short-Term Government Bond ETF, Goldman Sachs Access Treasury 0-1 Year ETF, Novo Nordisk A/S, Royal Bank of Canada, sells iShares Short Treasury Bond ETF, NatWest Group PLC, Banco Bilbao Vizcaya Argentaria SA, Nokia Oyj, Nomura Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Five Oceans Advisors. As of 2021Q4, Five Oceans Advisors owns 110 stocks with a total value of $113 million. These are the details of the buys and sells.
New Purchases: DFIP, GBIL, RY, VSGX, SONY, ZIP, ETN, SCHW, UL, UPS, AMAT, AMD, TD, ZTS, LMT, LIN, ROK, CVX, ERIC,
Added Positions: VGSH, AAPL, NVO, MSFT, VEA, AMZN, ASML, PEP, TM, GOOG, GOOGL, DFAT, VWO, NVDA, JPM, HD, AVGO, ACN, TSLA, COST, VBR, V, UNP, BAC, BNDX, CSCO, ABBV, AGG, WMT, TXN, QCOM, ABT, ADBE, NKE, NFLX, SAN, CVS, KO, LOW, INTC, PFE, VTIP, VOO, BLK, EMB, DHR, GS, MA, MCD, VZ, UNH, MS, TMO, CRM, PG, ORCL, CHTR, ISRG, LLY, MRK, AMGN, VT,
Reduced Positions: VTI, DFAX, DIS, VTV, DFAS, MUFG, BND, ITOT, CMCSA, PYPL, JNJ, NVS, AZN,
Sold Out: SHV, NWG, BBVA, NOK, NMR, MFG, ZIOP,
For the details of Five Oceans Advisors's stock buys and sells,
go to https://www.gurufocus.com/guru/five+oceans+advisors/current-portfolio/portfolio
These are the top 5 holdings of Five Oceans Advisors
Schwab U.S. Broad Market ETF (SCHB) - 95,387 shares, 9.52% of the total portfolio. Shares reduced by 0.02%
Dimensional Inflation-Protected Securities ETF (DFIP) - 188,302 shares, 8.26% of the total portfolio. New Position
Schwab International Equity ETF (SCHF) - 161,623 shares, 5.55% of the total portfolio.
Vanguard Short-Term Government Bond ETF (VGSH) - 96,631 shares, 5.19% of the total portfolio. Shares added by 193.03%
Apple Inc (AAPL) - 29,479 shares, 4.62% of the total portfolio. Shares added by 8.95%
New Purchase: Dimensional Inflation-Protected Securities ETF (DFIP)
Five Oceans Advisors initiated holding in Dimensional Inflation-Protected Securities ETF. The purchase prices were between $48.94 and $49.8, with an estimated average price of $49.3. The stock is now traded at around $48.402400. The impact to a portfolio due to this purchase was 8.26%. The holding were 188,302 shares as of 2021-12-31.
New Purchase: Goldman Sachs Access Treasury 0-1 Year ETF (GBIL)
Five Oceans Advisors initiated holding in Goldman Sachs Access Treasury 0-1 Year ETF. The purchase prices were between $100.04 and $100.09, with an estimated average price of $100.06. The stock is now traded at around $100.025000. The impact to a portfolio due to this purchase was 0.4%. The holding were 4,493 shares as of 2021-12-31.
New Purchase: Royal Bank of Canada (RY)
Five Oceans Advisors initiated holding in Royal Bank of Canada. The purchase prices were between $98.01 and $107.75, with an estimated average price of $103.88. The stock is now traded at around $116.530000. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,495 shares as of 2021-12-31.
New Purchase: Vanguard ESG International Stock ETF (VSGX)
Five Oceans Advisors initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $59.96 and $63.81, with an estimated average price of $62.03. The stock is now traded at around $61.790000. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,402 shares as of 2021-12-31.
New Purchase: Sony Group Corp (SONY)
Five Oceans Advisors initiated holding in Sony Group Corp. The purchase prices were between $105.56 and $127.48, with an estimated average price of $119.33. The stock is now traded at around $123.380000. The impact to a portfolio due to this purchase was 0.28%. The holding were 2,546 shares as of 2021-12-31.
New Purchase: ZipRecruiter Inc (ZIP)
Five Oceans Advisors initiated holding in ZipRecruiter Inc. The purchase prices were between $22.91 and $32.15, with an estimated average price of $27.43. The stock is now traded at around $23.340000. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,000 shares as of 2021-12-31.
Added: Vanguard Short-Term Government Bond ETF (VGSH)
Five Oceans Advisors added to a holding in Vanguard Short-Term Government Bond ETF by 193.03%. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.560000. The impact to a portfolio due to this purchase was 3.42%. The holding were 96,631 shares as of 2021-12-31.
Added: Novo Nordisk A/S (NVO)
Five Oceans Advisors added to a holding in Novo Nordisk A/S by 55.67%. The purchase prices were between $96.55 and $117.08, with an estimated average price of $108.55. The stock is now traded at around $95.760000. The impact to a portfolio due to this purchase was 0.33%. The holding were 9,247 shares as of 2021-12-31.
Added: ASML Holding NV (ASML)
Five Oceans Advisors added to a holding in ASML Holding NV by 43.18%. The purchase prices were between $712.94 and $879.12, with an estimated average price of $795.43. The stock is now traded at around $729.510000. The impact to a portfolio due to this purchase was 0.15%. The holding were 703 shares as of 2021-12-31.
Added: PepsiCo Inc (PEP)
Five Oceans Advisors added to a holding in PepsiCo Inc by 20.82%. The purchase prices were between $150.2 and $173.71, with an estimated average price of $163.63. The stock is now traded at around $175.020000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,354 shares as of 2021-12-31.
Added: Toyota Motor Corp (TM)
Five Oceans Advisors added to a holding in Toyota Motor Corp by 41.70%. The purchase prices were between $166.97 and $187.44, with an estimated average price of $180.06. The stock is now traded at around $209.555000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,937 shares as of 2021-12-31.
Added: Banco Santander SA (SAN)
Five Oceans Advisors added to a holding in Banco Santander SA by 42.16%. The purchase prices were between $2.96 and $3.95, with an estimated average price of $3.5. The stock is now traded at around $3.645000. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,477 shares as of 2021-12-31.
Sold Out: iShares Short Treasury Bond ETF (SHV)
Five Oceans Advisors sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.39 and $110.47, with an estimated average price of $110.44.
Sold Out: NatWest Group PLC (NWG)
Five Oceans Advisors sold out a holding in NatWest Group PLC. The sale prices were between $5.55 and $6.48, with an estimated average price of $6.03.
Sold Out: Nokia Oyj (NOK)
Five Oceans Advisors sold out a holding in Nokia Oyj. The sale prices were between $5.47 and $6.34, with an estimated average price of $5.84.
Sold Out: Banco Bilbao Vizcaya Argentaria SA (BBVA)
Five Oceans Advisors sold out a holding in Banco Bilbao Vizcaya Argentaria SA. The sale prices were between $5.27 and $7.23, with an estimated average price of $6.26.
Sold Out: Nomura Holdings Inc (NMR)
Five Oceans Advisors sold out a holding in Nomura Holdings Inc. The sale prices were between $4.15 and $4.95, with an estimated average price of $4.52.
Sold Out: Mizuho Financial Group Inc (MFG)
Five Oceans Advisors sold out a holding in Mizuho Financial Group Inc. The sale prices were between $2.45 and $2.85, with an estimated average price of $2.63.
Here is the complete portfolio of Five Oceans Advisors. Also check out:
1. Five Oceans Advisors's Undervalued Stocks
2. Five Oceans Advisors's Top Growth Companies, and
3. Five Oceans Advisors's High Yield stocks
4. Stocks that Five Oceans Advisors keeps buyingThis article first appeared on GuruFocus.
