Water Oak Advisors 13F annual report

Water Oak Advisors is an investment fund managing more than $155 million ran by Rebecca Judd. There are currently 17 companies in Mrs. Judd’s portfolio. The largest investments include Vanguard Index Fds Sp 500 Etf and Vanguard Index Fds Small Cp Etf, together worth $85.9 million.

$155 million Assets Under Management (AUM)

As of 21st October 2020, Water Oak Advisors’s top holding is 195,099 shares of Vanguard Index Fds Sp 500 Etf currently worth over $60 million and making up 38.6% of the portfolio value. In addition, the fund holds 168,193 shares of Vanguard Index Fds Small Cp Etf worth $25.9 million. The third-largest holding is Spdr Index Shs Fds Asia Pacif Etf worth $15.8 million and the next is Ishares Inc Msci Jpn Etf New worth $10.1 million, with 170,427 shares owned.

Currently, Water Oak Advisors's portfolio is worth at least $155 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Water Oak Advisors

The Water Oak Advisors office and employees reside in Winter Park, Florida. According to the last 13-F report filed with the SEC, Rebecca Judd serves as the Chief Compliance Officer/Office Manager at Water Oak Advisors.