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Hoge Financial Services

Latest statistics and disclosures from Hoge Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001989834

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Positions held by Hoge Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hoge Financial Services

Hoge Financial Services holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Rus 1000 Etf (IWB)	22.6	$23M	86k	262.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	10.4	$10M	101k	102.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	9.8	$9.8M	128k	76.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	8.7	$8.6M	115k	75.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	7.4	$7.4M	146k	50.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.3	$6.3M	30k	213.33	View chart
Vanguard Index Fds Value Etf (VTV)	4.7	$4.7M	31k	149.50	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$2.9M	26k	108.41	View chart
Ishares Tr Glb Infrastr Etf (IGF)	2.8	$2.8M	60k	47.05	View chart
Ishares Tr Core Msci Intl (IDEV)	2.8	$2.8M	43k	63.66	View chart
Vanguard Index Fds Growth Etf (VUG)	2.7	$2.7M	8.8k	310.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.3	$2.3M	58k	40.21	View chart
Vanguard World Fds Energy Etf (VDE)	1.8	$1.8M	15k	117.28	View chart
Wabtec Corporation (WAB)	1.2	$1.2M	9.5k	126.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$882k	4.9k	179.98	View chart
Mvb Financial (MVBF)	0.8	$784k	35k	22.56	View chart
Microsoft Corporation (MSFT)	0.8	$783k	2.1k	375.95	View chart
Rockwell Automation (ROK)	0.7	$739k	2.4k	310.54	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.7	$686k	16k	43.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$654k	2.7k	241.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$635k	1.5k	436.82	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$629k	12k	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$548k	5.5k	99.24	View chart
Apple (AAPL)	0.5	$517k	2.7k	192.55	View chart
Nextera Energy (NEE)	0.5	$492k	8.1k	60.74	View chart
Pepsi (PEP)	0.5	$484k	2.9k	169.86	View chart
Manulife Finl Corp (MFC)	0.4	$441k	20k	22.10	View chart
Meta Platforms Cl A (META)	0.4	$387k	1.1k	353.96	View chart
McDonald's Corporation (MCD)	0.4	$375k	1.3k	296.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$372k	1.7k	218.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$371k	4.8k	77.37	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$366k	7.9k	46.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$360k	2.9k	124.99	View chart
Exxon Mobil Corporation (XOM)	0.3	$347k	3.5k	99.97	View chart
Ishares Msci World Etf (URTH)	0.3	$272k	2.0k	133.02	View chart
Coca-Cola Company (KO)	0.3	$261k	4.4k	58.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$245k	687.00	356.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$245k	3.5k	70.35	View chart
NVIDIA Corporation (NVDA)	0.2	$240k	485.00	495.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$237k	496.00	477.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$218k	3.8k	57.96	View chart
Linde SHS (LIN)	0.2	$217k	528.00	411.09	View chart
Dick's Sporting Goods (DKS)	0.2	$216k	1.5k	146.92	View chart
Agilon Health (AGL)	0.2	$203k	16k	12.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$202k	1.1k	191.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$200k	421.00	475.83	View chart

Past Filings by Hoge Financial Services

SEC 13F filings are viewable for Hoge Financial Services going back to 2023

Hoge Financial Services 2023 Q4 filed Feb. 9, 2024

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