HUDOCK, INC.

Filed: 5/2/2025ACC: 0001172661-25-001562

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $571.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

177

Positions

$571.85M

Total AUM (reported)

7.20M

Total Shares

Allocation by class

COM$92.89M16.2%

CORE S&P500 ETF$69.76M12.2%

INT-TERM CORP$39.13M6.8%

CORE S&P MCP ETF$31.65M5.5%

CORE S&P SCP ETF$29.54M5.2%

US DIVIDEND EQ$29.13M5.1%

FTSE EMR MKT ETF$25.66M4.5%

Portfolio Concentration

Top 3$140.54M24.6%

4–10$165.41M28.9%

11–25$143.86M25.2%

Rest$122.03M21.3%

Top 3 weight

24.6%

Top 10 weight

53.5%

Voting Authority Distribution

Total shares with voting rights: 7.20M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.20M

% of voting shares100.0%

Investment Discretion (by position count)

Sole177

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings177

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares124.16K

TypeSH

Market value$69.76M

12.20%

Sole

0.00

Shared

0.00

None

124.16K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares478.63K

TypeSH

Market value$39.13M

6.84%

Sole

0.00

Shared

0.00

None

478.63K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares542.35K

TypeSH

Market value$31.65M

5.53%

Sole

0.00

Shared

0.00

None

542.35K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares282.48K

TypeSH

Market value$29.54M

5.17%

Sole

0.00

Shared

0.00

None

282.48K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.04M

TypeSH

Market value$29.13M

5.09%

Sole

0.00

Shared

0.00

None

1.04M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares567.05K

TypeSH

Market value$25.66M

4.49%

Sole

0.00

Shared

0.00

None

567.05K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares212.26K

TypeSH

Market value$21.00M

3.67%

Sole

0.00

Shared

0.00

None

212.26K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares402.24K

TypeSH

Market value$20.45M

3.58%

Sole

0.00

Shared

0.00

None

402.24K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares392.90K

TypeSH

Market value$19.89M

3.48%

Sole

0.00

Shared

0.00

None

392.90K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares42.11K

TypeSH

Market value$19.75M

3.45%

Sole

0.00

Shared

0.00

None

42.11K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares96.03K

TypeSH

Market value$18.54M

3.24%

Sole

0.00

Shared

0.00

None

96.03K

PACER FDS TR

SOLE

US CASH COWS 100

Shares297.60K

TypeSH

Market value$16.30M

2.85%

Sole

0.00

Shared

0.00

None

297.60K

ISHARES TR

SOLE

CORE S&P US GWT

Shares128.20K

TypeSH

Market value$16.29M

2.85%

Sole

0.00

Shared

0.00

None

128.20K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares24.05K

TypeSH

Market value$12.81M

2.24%

Sole

0.00

Shared

0.00

None

24.05K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares296.19K

TypeSH

Market value$12.40M

2.17%

Sole

0.00

Shared

0.00

None

296.19K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares112.75K

TypeSH

Market value$10.75M

1.88%

Sole

0.00

Shared

0.00

None

112.75K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares97.30K

TypeSH

Market value$10.26M

1.79%

Sole

0.00

Shared

0.00

None

97.30K

APPLE INC

SOLE

COM

Shares34.67K

TypeSH

Market value$7.70M

1.35%

Sole

0.00

Shared

0.00

None

34.67K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares78K

TypeSH

Market value$7.51M

1.31%

Sole

0.00

Shared

0.00

None

78K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.33K

TypeSH

Market value$6.85M

1.20%

Sole

0.00

Shared

0.00

None

13.33K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares125.91K

TypeSH

Market value$5.35M

0.94%

Sole

0.00

Shared

0.00

None

125.91K

JPMORGAN CHASE & CO.

SOLE

COM

Shares21.78K

TypeSH

Market value$5.34M

0.93%

Sole

0.00

Shared

0.00

None

21.78K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares42.95K

TypeSH

Market value$5.24M

0.92%

Sole

0.00

Shared

0.00

None

42.95K

MICROSOFT CORP

SOLE

COM

Shares12.58K

TypeSH

Market value$4.72M

0.83%

Sole

0.00

Shared

0.00

None

12.58K

WISDOMTREE TR

SOLE

GLB HIGH DIV FD

Shares67.69K

TypeSH

Market value$3.80M

0.66%

Sole

0.00

Shared

0.00

None

67.69K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	124.16K	SH	$69.76M 12.20%	124.16K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	478.63K	SH	$39.13M 6.84%	478.63K
ISHARES TRSOLE	CORE S&P MCP ETF	542.35K	SH	$31.65M 5.53%	542.35K
ISHARES TRSOLE	CORE S&P SCP ETF	282.48K	SH	$29.54M 5.17%	282.48K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.04M	SH	$29.13M 5.09%	1.04M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	567.05K	SH	$25.66M 4.49%	567.05K
ISHARES TRSOLE	CORE US AGGBD ET	212.26K	SH	$21.00M 3.67%	212.26K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	402.24K	SH	$20.45M 3.58%	402.24K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	392.90K	SH	$19.89M 3.48%	392.90K
INVESCO QQQ TRSOLE	UNIT SER 1	42.11K	SH	$19.75M 3.45%	42.11K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	96.03K	SH	$18.54M 3.24%	96.03K
PACER FDS TRSOLE	US CASH COWS 100	297.60K	SH	$16.30M 2.85%	297.60K
ISHARES TRSOLE	CORE S&P US GWT	128.20K	SH	$16.29M 2.85%	128.20K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	24.05K	SH	$12.81M 2.24%	24.05K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	296.19K	SH	$12.40M 2.17%	296.19K
ISHARES TRSOLE	7-10 YR TRSY BD	112.75K	SH	$10.75M 1.88%	112.75K
ISHARES TRSOLE	NATIONAL MUN ETF	97.30K	SH	$10.26M 1.79%	97.30K
APPLE INCSOLE	COM	34.67K	SH	$7.70M 1.35%	34.67K
ISHARES TRSOLE	GLOBAL 100 ETF	78K	SH	$7.51M 1.31%	78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.33K	SH	$6.85M 1.20%	13.33K
ISHARES TRSOLE	0-5YR HI YL CP	125.91K	SH	$5.35M 0.94%	125.91K
JPMORGAN CHASE & CO.SOLE	COM	21.78K	SH	$5.34M 0.93%	21.78K
ISHARES TRSOLE	CORE S&P TTL STK	42.95K	SH	$5.24M 0.92%	42.95K
MICROSOFT CORPSOLE	COM	12.58K	SH	$4.72M 0.83%	12.58K
WISDOMTREE TRSOLE	GLB HIGH DIV FD	67.69K	SH	$3.80M 0.66%	67.69K

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