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Ishares Tr usa min vo shares owned by Hudson Oak Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Hudson Oak Wealth Advisory from 13F filings

Historical chart of Hudson Oak Wealth Advisory investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Hudson Oak Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Hudson Oak Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 23k 94.16

More positions owned by Hudson Oak Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Datadog Cl A Com (DDOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ultra Short Dur (ICSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust State Street Spd (BIL)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Hudson Oak Wealth Advisory

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo