Hoge Financial Services

Hoge Financial Services as of March 31, 2026

Portfolio Holdings for Hoge Financial Services

Hoge Financial Services holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 21.5 $40M 113k 356.56
Vanguard Bd Index Fds Intermed Term (BIV) 14.7 $28M 356k 77.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 9.4 $18M 127k 138.35
Vanguard Index Fds Value Etf (VTV) 7.0 $13M 67k 196.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.8 $11M 212k 50.95
Vanguard Index Fds Small Cp Etf (VB) 5.7 $11M 41k 261.92
Ishares Tr Msci Eafe Etf (EFA) 5.7 $11M 109k 97.13
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $4.6M 81k 56.79
Ishares Tr Us Infrastruc (IFRA) 2.0 $3.8M 66k 57.20
NVIDIA Corporation (NVDA) 1.7 $3.2M 19k 174.45
Vanguard Index Fds Growth Etf (VUG) 1.6 $3.1M 7.0k 436.77
Ishares Tr National Mun Etf (MUB) 1.5 $2.8M 27k 106.15
Microsoft Corporation (MSFT) 1.4 $2.6M 7.1k 371.25
Ishares Tr Core Msci Intl (IDEV) 1.3 $2.5M 30k 83.57
Qualcomm (QCOM) 1.2 $2.2M 17k 128.84
Meta Platforms Cl A (META) 1.0 $2.0M 3.4k 570.73
Apple (AAPL) 1.0 $1.9M 7.5k 252.46
Ishares Tr Glb Infrastr Etf (IGF) 0.6 $1.2M 18k 67.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 4.0k 287.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 5.1k 217.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $1.0M 3.0k 337.91
Amazon (AMZN) 0.5 $992k 4.8k 208.58
Exxon Mobil Corporation (XOM) 0.5 $982k 5.8k 169.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $946k 1.6k 597.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $933k 4.4k 213.66
Manulife Finl Corp (MFC) 0.5 $921k 27k 34.44
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $910k 9.2k 99.27
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $900k 3.1k 287.62
Rockwell Automation (ROK) 0.4 $794k 2.2k 358.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $742k 2.5k 302.26
Ishares Core Msci Emkt (IEMG) 0.3 $644k 9.2k 69.75
Broadcom (AVGO) 0.3 $593k 1.9k 310.10
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $591k 908.00 650.49
Vanguard World Energy Etf (VDE) 0.3 $588k 3.4k 173.02
Mvb Financial (MVBF) 0.3 $587k 24k 24.83
McDonald's Corporation (MCD) 0.3 $580k 1.9k 310.71
Pepsi (PEP) 0.3 $567k 3.7k 155.31
Eli Lilly & Co. (LLY) 0.3 $478k 526.00 908.17
Wal-Mart Stores (WMT) 0.3 $475k 3.8k 124.28
Spdr Gold Tr Gold Shs (GLD) 0.2 $451k 1.0k 430.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $430k 885.00 486.24
Tesla Motors (TSLA) 0.2 $419k 1.1k 371.75
Palantir Technologies Cl A (PLTR) 0.2 $412k 2.8k 146.70
JPMorgan Chase & Co. (JPM) 0.2 $408k 1.4k 292.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $402k 5.1k 78.41
Johnson & Johnson (JNJ) 0.2 $398k 1.6k 244.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $363k 4.6k 79.28
Spdr Series Trust State Street Spd (SDY) 0.2 $362k 2.5k 145.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $361k 4.7k 77.11
Coca-Cola Company (KO) 0.2 $353k 4.6k 76.04
First Commonwealth Financial (FCF) 0.2 $331k 19k 17.58
Linde SHS (LIN) 0.2 $321k 648.00 496.01
Norfolk Southern (NSC) 0.2 $308k 1.1k 287.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $306k 530.00 577.01
Dick's Sporting Goods (DKS) 0.2 $305k 1.5k 198.29
Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $303k 2.8k 106.68
Altria (MO) 0.2 $298k 4.5k 65.99
Nextera Energy (NEE) 0.2 $293k 3.2k 92.52
Ishares Tr Core Msci Eafe (IEFA) 0.2 $291k 3.2k 90.53
At&t (T) 0.1 $242k 8.3k 29.11
American Express Company (AXP) 0.1 $242k 781.00 310.19
Constellation Energy (CEG) 0.1 $239k 855.00 279.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $235k 733.00 320.68
Spdr Index Shs Fds State Street Spd (RWO) 0.1 $226k 4.9k 45.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $224k 3.0k 73.63
Abbvie (ABBV) 0.1 $222k 1.0k 219.76
Chevron Corporation (CVX) 0.1 $218k 1.1k 206.89
Merck & Co (MRK) 0.1 $217k 1.8k 120.26
PNC Financial Services (PNC) 0.1 $213k 1.0k 207.81
Amgen (AMGN) 0.1 $208k 589.00 352.32
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $204k 3.5k 59.07
Caterpillar (CAT) 0.1 $202k 286.00 707.78