Hudson Oak Wealth Advisory LLC
52 holdingsFiling period: 2026-03-31Current AUM: $131.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 119.1K | $10.8M | $11.7M | 8.87% | +2.0K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 18.0K | $10.7M | $12.4M | 9.37% | +249 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 103.5K | $6.6M | $7.3M | 5.55% | +1.8K | 2026-03-31 |
| 4 | DDOG | DATADOG INC | 50.8K | $6.0M | $13.6M | 10.32% | +3 | 2026-03-31 |
| 5 | QUAL | ISHARES TR | 23.5K | $4.5M | $5.2M | 3.91% | +414 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 21.4K | $4.2M | $4.7M | 3.57% | -21 | 2026-03-31 |
| 7 | IJH | ISHARES TR | 60.6K | $4.1M | $4.6M | 3.46% | +2.3K | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 74.3K | $4.0M | $4.4M | 3.31% | +1.0K | 2026-03-31 |
| 9 | AGG | ISHARES TR | 39.3K | $3.9M | $3.8M | 2.90% | +1.4K | 2026-03-31 |
| 10 | ICSH | ISHARES TR | 75.0K | $3.8M | $3.8M | 2.87% | +2.3K | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 33.3K | $3.7M | $4.2M | 3.16% | +502 | 2026-03-31 |
| 12 | AVLV | AMERICAN CENTY ETF TR | 44.8K | $3.6M | $4.1M | 3.13% | +3.6K | 2026-03-31 |
| 13 | GLDM | WORLD GOLD TR | 33.8K | $3.1M | $2.7M | 2.06% | +160 | 2026-03-31 |
| 14 | SUB | ISHARES TR | 28.4K | $3.0M | $3.0M | 2.28% | +157 | 2026-03-31 |
| 15 | BIL | SPDR SERIES TRUST | 32.2K | $3.0M | $3.0M | 2.24% | -121 | 2026-03-31 |
| 16 | MTUM | ISHARES TR | 10.5K | $2.5M | $3.1M | 2.38% | +343 | 2026-03-31 |
| 17 | SPTS | SPDR SERIES TRUST | 79.2K | $2.3M | $2.3M | 1.74% | +2.1K | 2026-03-31 |
| 18 | USMV | ISHARES TR | 24.8K | $2.3M | $2.4M | 1.84% | +1.6K | 2026-03-31 |
| 19 | ACWV | ISHARES INC | 19.2K | $2.3M | $2.4M | 1.81% | +1.0K | 2026-03-31 |
| 20 | AVDV | AMERICAN CENTY ETF TR | 22.0K | $2.2M | $2.3M | 1.75% | +328 | 2026-03-31 |
| 21 | IEMG | ISHARES INC | 31.3K | $2.2M | $2.4M | 1.84% | -- | 2026-03-31 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | 11.1K | $2.1M | $2.4M | 1.81% | +3.1K | 2026-03-31 |
| 23 | IJR | ISHARES TR | 16.4K | $2.0M | $2.4M | 1.81% | +1.1K | 2026-03-31 |
| 24 | IAU | ISHARES GOLD TR | 22.0K | $1.9M | $1.7M | 1.27% | +754 | 2026-03-31 |
| 25 | IVV | ISHARES TR | 2.7K | $1.7M | $2.0M | 1.52% | -- | 2026-03-31 |
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