Hoge Financial Services

Hoge Financial Services as of Dec. 31, 2025

Portfolio Holdings for Hoge Financial Services

Hoge Financial Services holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 23.1 $43M 115k 373.44
Vanguard Bd Index Fds Intermed Term (BIV) 12.0 $22M 285k 77.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.2 $19M 134k 141.06
Vanguard Index Fds Value Etf (VTV) 6.8 $13M 67k 190.99
Ishares Tr Msci Eafe Etf (EFA) 6.0 $11M 116k 96.03
Vanguard Index Fds Small Cp Etf (VB) 5.8 $11M 41k 257.95
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.3 $9.9M 194k 50.86
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $4.7M 87k 54.71
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.4M 6.9k 487.86
NVIDIA Corporation (NVDA) 1.8 $3.3M 18k 186.50
Qualcomm (QCOM) 1.6 $2.9M 17k 171.05
Ishares Tr Us Infrastruc (IFRA) 1.5 $2.8M 54k 52.62
Microsoft Corporation (MSFT) 1.5 $2.7M 5.7k 483.63
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.5M 31k 82.48
Ishares Tr National Mun Etf (MUB) 1.4 $2.5M 24k 107.11
Meta Platforms Cl A (META) 1.2 $2.3M 3.5k 660.18
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $2.0M 32k 61.36
Apple (AAPL) 1.1 $2.0M 7.2k 271.86
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.2M 3.7k 313.01
Manulife Finl Corp (MFC) 0.6 $1.2M 32k 36.28
Amazon (AMZN) 0.6 $1.1M 4.8k 230.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.0M 4.9k 211.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $915k 4.4k 210.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $901k 3.0k 303.87
Mvb Financial (MVBF) 0.5 $860k 33k 25.83
Rockwell Automation (ROK) 0.5 $857k 2.2k 388.99
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $855k 2.8k 300.36
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $851k 8.5k 99.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $774k 1.2k 626.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $752k 2.5k 302.14
Exxon Mobil Corporation (XOM) 0.4 $704k 5.8k 120.33
Broadcom (AVGO) 0.4 $671k 1.9k 346.03
Ishares Core Msci Emkt (IEMG) 0.3 $626k 9.3k 67.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $623k 914.00 681.60
McDonald's Corporation (MCD) 0.3 $603k 2.0k 305.66
Pepsi (PEP) 0.3 $578k 4.0k 143.53
Eli Lilly & Co. (LLY) 0.3 $554k 515.00 1074.72
Vanguard World Energy Etf (VDE) 0.3 $543k 4.3k 125.91
Palantir Technologies Cl A (PLTR) 0.3 $491k 2.8k 177.75
Tesla Motors (TSLA) 0.3 $476k 1.1k 449.72
Wal-Mart Stores (WMT) 0.2 $455k 4.1k 111.41
JPMorgan Chase & Co. (JPM) 0.2 $448k 1.4k 322.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $427k 849.00 502.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $382k 4.8k 78.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $348k 877.00 396.31
Spdr Series Trust State Street Spd (SDY) 0.2 $343k 2.5k 139.15
Johnson & Johnson (JNJ) 0.2 $330k 1.6k 206.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $330k 4.4k 75.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $325k 529.00 614.52
Coca-Cola Company (KO) 0.2 $323k 4.6k 69.90
First Commonwealth Financial (FCF) 0.2 $315k 19k 16.86
Norfolk Southern (NSC) 0.2 $310k 1.1k 288.78
Dick's Sporting Goods (DKS) 0.2 $305k 1.5k 197.97
Constellation Energy (CEG) 0.2 $301k 852.00 353.41
American Express Company (AXP) 0.2 $300k 810.00 369.89
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $293k 6.5k 45.02
Nextera Energy (NEE) 0.2 $284k 3.5k 80.28
Ishares Silver Tr Ishares (SLV) 0.2 $282k 4.4k 64.42
Altria (MO) 0.1 $256k 4.4k 57.66
Visa Com Cl A (V) 0.1 $253k 720.00 350.67
Amgen (AMGN) 0.1 $247k 755.00 327.16
Linde SHS (LIN) 0.1 $244k 573.00 426.42
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $237k 2.2k 107.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $232k 2.9k 79.72
Philip Morris International (PM) 0.1 $225k 1.4k 160.38
Abbvie (ABBV) 0.1 $217k 948.00 228.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $213k 2.1k 99.51
PNC Financial Services (PNC) 0.1 $209k 1.0k 208.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $205k 611.00 335.47
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $201k 3.6k 55.22