HUDOCK, INC.

Filed: 1/29/2025ACC: 0001172661-25-000411

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $572.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

175

Positions

$572.57M

Total AUM (reported)

7.10M

Total Shares

Allocation by class

COM$95.47M16.7%

CORE S&P500 ETF$73.21M12.8%

INT-TERM CORP$37.01M6.5%

CORE S&P MCP ETF$33.79M5.9%

CORE S&P SCP ETF$32.27M5.6%

US DIVIDEND EQ$29.48M5.1%

FTSE EMR MKT ETF$24.81M4.3%

Portfolio Concentration

Top 3$144.01M25.2%

4–10$168.58M29.4%

11–25$141.00M24.6%

Rest$118.98M20.8%

Top 3 weight

25.2%

Top 10 weight

54.6%

Voting Authority Distribution

Total shares with voting rights: 7.10M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.10M

% of voting shares100.0%

Investment Discretion (by position count)

Sole175

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings175

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares124.36K

TypeSH

Market value$73.21M

12.79%

Sole

0.00

Shared

0.00

None

124.36K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares461.03K

TypeSH

Market value$37.01M

6.46%

Sole

0.00

Shared

0.00

None

461.03K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares542.26K

TypeSH

Market value$33.79M

5.90%

Sole

0.00

Shared

0.00

None

542.26K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares280.03K

TypeSH

Market value$32.27M

5.64%

Sole

0.00

Shared

0.00

None

280.03K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.08M

TypeSH

Market value$29.48M

5.15%

Sole

0.00

Shared

0.00

None

1.08M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares563.27K

TypeSH

Market value$24.81M

4.33%

Sole

0.00

Shared

0.00

None

563.27K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares42.28K

TypeSH

Market value$21.62M

3.78%

Sole

0.00

Shared

0.00

None

42.28K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares419.70K

TypeSH

Market value$21.14M

3.69%

Sole

0.00

Shared

0.00

None

419.70K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares94.20K

TypeSH

Market value$19.82M

3.46%

Sole

0.00

Shared

0.00

None

94.20K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares200.68K

TypeSH

Market value$19.45M

3.40%

Sole

0.00

Shared

0.00

None

200.68K

ISHARES TR

SOLE

CORE S&P US GWT

Shares133.70K

TypeSH

Market value$18.63M

3.25%

Sole

0.00

Shared

0.00

None

133.70K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares381.90K

TypeSH

Market value$18.26M

3.19%

Sole

0.00

Shared

0.00

None

381.90K

PACER FDS TR

SOLE

US CASH COWS 100

Shares301.54K

TypeSH

Market value$17.03M

2.97%

Sole

0.00

Shared

0.00

None

301.54K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares284.86K

TypeSH

Market value$11.59M

2.02%

Sole

0.00

Shared

0.00

None

284.86K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.98K

TypeSH

Market value$10.87M

1.90%

Sole

0.00

Shared

0.00

None

23.98K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares103.04K

TypeSH

Market value$9.53M

1.66%

Sole

0.00

Shared

0.00

None

103.04K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares85.38K

TypeSH

Market value$9.10M

1.59%

Sole

0.00

Shared

0.00

None

85.38K

APPLE INC

SOLE

COM

Shares34.78K

TypeSH

Market value$8.71M

1.52%

Sole

0.00

Shared

0.00

None

34.78K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.38K

TypeSH

Market value$7.21M

1.26%

Sole

0.00

Shared

0.00

None

13.38K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares42.87K

TypeSH

Market value$5.51M

0.96%

Sole

0.00

Shared

0.00

None

42.87K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares54.02K

TypeSH

Market value$5.44M

0.95%

Sole

0.00

Shared

0.00

None

54.02K

JPMORGAN CHASE & CO.

SOLE

COM

Shares22.03K

TypeSH

Market value$5.28M

0.92%

Sole

0.00

Shared

0.00

None

22.03K

MICROSOFT CORP

SOLE

COM

Shares12.48K

TypeSH

Market value$5.26M

0.92%

Sole

0.00

Shared

0.00

None

12.48K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares117.49K

TypeSH

Market value$5.01M

0.87%

Sole

0.00

Shared

0.00

None

117.49K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares14.76K

TypeSH

Market value$3.57M

0.62%

Sole

0.00

Shared

0.00

None

14.76K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	124.36K	SH	$73.21M 12.79%	124.36K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	461.03K	SH	$37.01M 6.46%	461.03K
ISHARES TRSOLE	CORE S&P MCP ETF	542.26K	SH	$33.79M 5.90%	542.26K
ISHARES TRSOLE	CORE S&P SCP ETF	280.03K	SH	$32.27M 5.64%	280.03K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.08M	SH	$29.48M 5.15%	1.08M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	563.27K	SH	$24.81M 4.33%	563.27K
INVESCO QQQ TRSOLE	UNIT SER 1	42.28K	SH	$21.62M 3.78%	42.28K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	419.70K	SH	$21.14M 3.69%	419.70K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	94.20K	SH	$19.82M 3.46%	94.20K
ISHARES TRSOLE	CORE US AGGBD ET	200.68K	SH	$19.45M 3.40%	200.68K
ISHARES TRSOLE	CORE S&P US GWT	133.70K	SH	$18.63M 3.25%	133.70K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	381.90K	SH	$18.26M 3.19%	381.90K
PACER FDS TRSOLE	US CASH COWS 100	301.54K	SH	$17.03M 2.97%	301.54K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	284.86K	SH	$11.59M 2.02%	284.86K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.98K	SH	$10.87M 1.90%	23.98K
ISHARES TRSOLE	7-10 YR TRSY BD	103.04K	SH	$9.53M 1.66%	103.04K
ISHARES TRSOLE	NATIONAL MUN ETF	85.38K	SH	$9.10M 1.59%	85.38K
APPLE INCSOLE	COM	34.78K	SH	$8.71M 1.52%	34.78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.38K	SH	$7.21M 1.26%	13.38K
ISHARES TRSOLE	CORE S&P TTL STK	42.87K	SH	$5.51M 0.96%	42.87K
ISHARES TRSOLE	GLOBAL 100 ETF	54.02K	SH	$5.44M 0.95%	54.02K
JPMORGAN CHASE & CO.SOLE	COM	22.03K	SH	$5.28M 0.92%	22.03K
MICROSOFT CORPSOLE	COM	12.48K	SH	$5.26M 0.92%	12.48K
ISHARES TRSOLE	0-5YR HI YL CP	117.49K	SH	$5.01M 0.87%	117.49K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	14.76K	SH	$3.57M 0.62%	14.76K

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