StockDriftsStockDriftsTop 50 Hudson Oak Wealth Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 9.37% | 119.1K | $10.8M | +1.68%(+1.97K) | $88.41(+9.87%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.34% | 18.0K | $10.7M | +1.40%(+249) | $619.65(+10.13%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.77% | 103.5K | $6.6M | +1.74%(+1.77K) | $61.23(+15.35%) | 2026-03-31 | |
| DDOG | DATADOG INC | 5.21% | 50.8K | $6.0M | +0.01%(+3) | $139.19(+47.50%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.92% | 23.5K | $4.5M | +1.79%(+414) | $196.54(+7.34%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.65% | 21.4K | $4.2M | -0.10%(-21) | $188.74(+10.40%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.56% | 60.6K | $4.1M | +3.96%(+2.31K) | $65.67(+11.35%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.49% | 74.3K | $4.0M | +1.40%(+1.02K) | $53.97(+11.06%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.39% | 39.3K | $3.9M | +3.82%(+1.45K) | $100.05(-1.38%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.3% | 75.0K | $3.8M | +3.12%(+2.27K) | $50.67(-0.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.99% | -5.84% |
| Top 20 Holdings Unweighted | +1.87% | +5.73% |
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