Hudson Oak Wealth Advisory LLC
52 holdingsFiling period: 2026-06-30Current AUM: $123.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 18.2K | $12.5M | $12.3M | 9.97% | +178 | 2026-06-30 |
| 2 | IEFA | iShares TR | 121.2K | $11.7M | $11.5M | 9.33% | +2.2K | 2026-06-30 |
| 3 | DDOG | Datadog Inc | 40.5K | $10.6M | $7.3M | 5.89% | -10,237 | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 99.4K | $7.1M | $6.7M | 5.48% | -4,176 | 2026-06-30 |
| 5 | QUAL | iShares TR | 23.2K | $5.1M | $5.1M | 4.14% | -294 | 2026-06-30 |
| 6 | IJH | iShares TR | 59.8K | $4.6M | $4.3M | 3.50% | -837 | 2026-06-30 |
| 7 | VTV | Vanguard Index Fds | 21.0K | $4.6M | $4.7M | 3.79% | -434 | 2026-06-30 |
| 8 | VWO | Vanguard Intl Equity Index F | 76.2K | $4.5M | $4.2M | 3.42% | +2.0K | 2026-06-30 |
| 9 | AGG | iShares TR | 44.1K | $4.4M | $4.3M | 3.45% | +4.8K | 2026-06-30 |
| 10 | AVLV | American Centy ETF TR | 44.8K | $4.1M | $4.1M | 3.33% | +35 | 2026-06-30 |
| 11 | ICSH | iShares TR | 80.4K | $4.1M | $4.0M | 3.29% | +5.5K | 2026-06-30 |
| 12 | AVUV | American Centy ETF TR | 32.1K | $4.0M | $3.8M | 3.12% | -1,157 | 2026-06-30 |
| 13 | MTUM | iShares TR | 10.2K | $3.5M | $2.6M | 2.12% | -245 | 2026-06-30 |
| 14 | SUB | iShares TR | 28.3K | $3.0M | $3.0M | 2.44% | -61 | 2026-06-30 |
| 15 | BIL | Spdr Series Trust | 31.5K | $2.9M | $2.9M | 2.34% | -734 | 2026-06-30 |
| 16 | SPTS | Spdr Series Trust | 93.9K | $2.7M | $2.7M | 2.19% | +14.6K | 2026-06-30 |
| 17 | GLDM | World Gold TR | 33.3K | $2.6M | $2.7M | 2.17% | -538 | 2026-06-30 |
| 18 | USMV | iShares TR | 25.6K | $2.5M | $2.6M | 2.10% | +803 | 2026-06-30 |
| 19 | IEMG | iShares Inc | 28.8K | $2.4M | $2.1M | 1.69% | -2,515 | 2026-06-30 |
| 20 | ACWV | iShares Inc | 19.8K | $2.4M | $2.5M | 2.06% | +637 | 2026-06-30 |
| 21 | RSP | Invesco Exchange Traded FD T | 11.2K | $2.4M | $2.4M | 1.96% | +42 | 2026-06-30 |
| 22 | IJR | iShares TR | 15.9K | $2.4M | $2.2M | 1.78% | -507 | 2026-06-30 |
| 23 | AVDV | American Centy ETF TR | 21.3K | $2.2M | $2.2M | 1.77% | -701 | 2026-06-30 |
| 24 | MUB | iShares TR | 19.4K | $2.1M | $2.0M | 1.65% | +3.2K | 2026-06-30 |
| 25 | IVV | iShares TR | 2.5K | $1.9M | $1.8M | 1.50% | -177 | 2026-06-30 |
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