Hoge Financial Services

Hoge Financial Services as of Dec. 31, 2024

Portfolio Holdings for Hoge Financial Services

Hoge Financial Services holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 24.4 $33M 103k 322.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.5 $14M 122k 117.48
Vanguard Bd Index Fds Intermed Term (BIV) 10.3 $14M 188k 74.73
Vanguard Index Fds Value Etf (VTV) 6.8 $9.3M 55k 169.30
Vanguard Index Fds Small Cp Etf (VB) 6.2 $8.4M 35k 240.28
Ishares Tr Msci Eafe Etf (EFA) 5.9 $8.1M 107k 75.61
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.6 $7.6M 150k 50.88
Ishares Tr Glb Infrastr Etf (IGF) 2.6 $3.6M 69k 52.27
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $3.2M 76k 41.82
Vanguard Index Fds Growth Etf (VUG) 2.2 $3.1M 7.5k 410.45
NVIDIA Corporation (NVDA) 2.0 $2.8M 21k 134.29
Qualcomm (QCOM) 1.9 $2.6M 17k 153.62
Ishares Tr National Mun Etf (MUB) 1.8 $2.5M 23k 106.55
Ishares Tr Core Msci Intl (IDEV) 1.5 $2.0M 32k 64.47
Microsoft Corporation (MSFT) 1.5 $2.0M 4.8k 421.49
Apple (AAPL) 1.0 $1.4M 5.5k 250.41
Meta Platforms Cl A (META) 1.0 $1.3M 2.2k 585.43
Manulife Finl Corp (MFC) 0.7 $949k 31k 30.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $907k 4.6k 198.20
Vanguard World Energy Etf (VDE) 0.7 $899k 7.4k 121.30
Amazon (AMZN) 0.6 $838k 3.8k 219.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $828k 4.5k 185.13
Mvb Financial (MVBF) 0.5 $723k 35k 20.70
Vanguard Index Fds Large Cap Etf (VV) 0.5 $692k 2.6k 269.74
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $670k 2.4k 280.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $640k 1.2k 538.77
Rockwell Automation (ROK) 0.5 $633k 2.2k 285.79
Exxon Mobil Corporation (XOM) 0.4 $547k 5.1k 107.57
Pepsi (PEP) 0.4 $541k 3.6k 152.07
McDonald's Corporation (MCD) 0.4 $529k 1.8k 289.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $509k 1.1k 453.28
Ishares Core Msci Emkt (IEMG) 0.4 $501k 9.6k 52.22
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $420k 9.8k 42.89
Alphabet Cap Stk Cl A (GOOGL) 0.3 $398k 2.1k 189.30
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $367k 2.8k 132.11
Dick's Sporting Goods (DKS) 0.3 $344k 1.5k 228.82
First Commonwealth Financial (FCF) 0.2 $306k 18k 16.92
Spdr Gold Tr Gold Shs (GLD) 0.2 $302k 1.2k 242.13
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $295k 3.0k 96.89
Eli Lilly & Co. (LLY) 0.2 $285k 370.00 771.29
Wal-Mart Stores (WMT) 0.2 $277k 3.1k 90.34
Tesla Motors (TSLA) 0.2 $264k 654.00 403.84
Broadcom (AVGO) 0.2 $263k 1.1k 231.90
Coca-Cola Company (KO) 0.2 $261k 4.2k 62.27
Kimberly-Clark Corporation (KMB) 0.2 $240k 1.8k 131.07
Norfolk Southern (NSC) 0.2 $238k 1.0k 234.70
Linde SHS (LIN) 0.2 $232k 553.00 418.83
Visa Com Cl A (V) 0.2 $229k 725.00 316.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $229k 3.9k 58.93
At&t (T) 0.2 $227k 9.9k 22.77
JPMorgan Chase & Co. (JPM) 0.2 $225k 939.00 239.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $222k 378.00 586.11
Altria (MO) 0.2 $219k 4.2k 52.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $217k 2.8k 77.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $216k 2.8k 78.01
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $201k 2.2k 89.33
American Express Company (AXP) 0.1 $200k 674.00 296.90