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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002088700

Hudson Oak Wealth Advisory LLC

HOBOKEN, NJ · File #028-25962

Latest AUM
$113.3M
Positions
55
Top-10 Concentration
52.4%
Filings
1

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836317,738$11.1M9.91%
2ISHARES TR46432F842117,104$10.5M9.33%
3DATADOG INCDDOG50,762$6.9M6.15%
4VANGUARD TAX-MANAGED FDS921943858101,776$6.4M5.66%
5ISHARES TR46432F33923,115$4.6M4.09%
6VANGUARD INDEX FDS92290874421,425$4.1M3.65%
7VANGUARD INTL EQUITY INDEX F92204285873,262$3.9M3.51%
8ISHARES TR46428750758,284$3.8M3.43%
9ISHARES TR46428722637,845$3.8M3.37%
10ISHARES TR46434V87872,697$3.7M3.28%
11AMERICAN CENTY ETF TR02507287732,789$3.3M2.98%
12AMERICAN CENTY ETF TR02507234941,212$3.1M2.78%
13ISHARES TR46428815828,211$3.0M2.68%
14SPDR SERIES TRUST78468R66332,318$3.0M2.63%
15WORLD GOLD TRGLDW33,663$2.9M2.56%
16ISHARES TR46432F39610,137$2.5M2.26%
17SPDR SERIES TRUST78468R10177,168$2.3M2.01%
18ISHARES TR46429B69723,236$2.2M1.95%
19ISHARES INC46428652518,150$2.2M1.92%
20ISHARES INC46434G10331,301$2.1M1.87%