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CIK: 0001989834
Total reported value
$208.9M
$208.9M
53 檔
37.4%
As reported in its official Q3 2024 Form 13F filing, Hoge Financial Services, LLC's tracked investment portfolio stood at $208.9M with 53 total positions.
During Q3 2024, Hoge Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 24.35% | +0.37% | +1.79% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.79% | +0.07% | +2.52% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 10.19% | -1.29% | +15.40% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.82% | -0.08% | +3.13% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.65% | -0.24% | -0.91% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.18% | +0.14% | -1.58% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.47% | -0.52% | +1.34% | |
| 8 | IGF | Ishares Global Infrastructur | ETF-Other | 2.80% | -0.09% | +2.73% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.56% | +0.15% | +2.83% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.17% | +0.08% | -13.39% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.17% | +0.43% | +0.02% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.95% | -0.17% | +1.14% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.68% | -0.06% | +0.27% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.12% | +48.04% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.17% | +9.16% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.03% | +7.11% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.03% | +17.69% | |
| 18 | VDE | Vanguard Energy ETF | ETF-Other | 0.77% | -0.07% | +1.05% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | — | +1.11% | |
| 20 | MFC | Manulife Financial CORP | Stock-Financials | 0.68% | +0.03% | +0.87% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | +0.01% | +0.52% | |
| 22 | MVBF | Mvb Financial CORP | Stock-Other | 0.51% | +0.02% | -1.92% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | — | +48.66% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.48% | +0.03% | +0.67% | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.45% | +0.11% | -8.90% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | +5.58% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.07% | +0.53% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | +0.31% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.16% | +2.74% | |
| 30 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.35% | -0.01% | +0.79% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +14.58% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.04% | +19.90% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | — | +0.53% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.09% | -5.81% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | -0.01% | +0.55% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | — | +22.68% | |
| 37 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.24% | +0.01% | +0.94% | |
| 38 | FCF | First Commonwealth Finl CORP | Stock-Other | 0.23% | — | +0.80% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.05% | +0.94% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.01% | +7.22% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.06% | +3.50% | |
| 42 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.22% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.09% | +27.30% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.21% | -0.01% | +8.52% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.20% | +0.10% | NEW | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | — | +0.45% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -1.43% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | -0.03% | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | -0.01% | -43.85% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.16% | -0.13% | EXIT |
According to official SEC Form 13F filings, Hoge Financial Services, LLC reported a total U.S. public equity portfolio value of $208.9M across 53 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, VT, BIV) accounted for 37.4% of total reported equity market value during Q3 2024.
During Q3 2024, Hoge Financial Services, LLC's top holdings by market value included IWB (24.4%)、VT (10.8%)、BIV (10.2%). The largest single position, IWB, represented 24.4% of total portfolio value.
In Q3 2024, Hoge Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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