HOGE FINANCIAL SERVICES, LLC
73 holdingsFiling period: 2026-03-31Current AUM: $205.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 112.6K | $40.1M | $46.0M | 22.43% | -2,300 | 2026-03-31 |
| 2 | BIV | VANGUARD BD INDEX FDS | 356.1K | $27.5M | $26.9M | 13.12% | +70.8K | 2026-03-31 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 127.0K | $17.6M | $19.8M | 9.66% | -6,568 | 2026-03-31 |
| 4 | VTV | VANGUARD INDEX FDS | 67.1K | $13.2M | $14.8M | 7.20% | +611 | 2026-03-31 |
| 5 | FLOT | ISHARES TR | 212.3K | $10.8M | $10.8M | 5.29% | +18.2K | 2026-03-31 |
| 6 | VB | VANGUARD INDEX FDS | 40.6K | $10.6M | $12.0M | 5.85% | -786 | 2026-03-31 |
| 7 | EFA | ISHARES TR | 109.1K | $10.6M | $11.5M | 5.62% | -6,529 | 2026-03-31 |
| 8 | EEM | ISHARES TR | 81.4K | $4.6M | $5.2M | 2.54% | -5,211 | 2026-03-31 |
| 9 | IFRA | ISHARES TR | 65.9K | $3.8M | $4.0M | 1.95% | +12.2K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 18.6K | $3.2M | $3.7M | 1.82% | +628 | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 7.0K | $3.1M | $3.6M | 1.75% | +67 | 2026-03-31 |
| 12 | MUB | ISHARES TR | 26.7K | $2.8M | $2.8M | 1.37% | +3.1K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 7.1K | $2.6M | $3.3M | 1.62% | +1.4K | 2026-03-31 |
| 14 | IDEV | ISHARES TR | 30.1K | $2.5M | $2.7M | 1.33% | -801 | 2026-03-31 |
| 15 | QCOM | QUALCOMM INC | 17.0K | $2.2M | $2.5M | 1.22% | -185 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 3.4K | $2.0M | $1.9M | 0.93% | -57 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 7.5K | $1.9M | $2.3M | 1.13% | +354 | 2026-03-31 |
| 18 | IGF | ISHARES TR | 17.9K | $1.2M | $1.2M | 0.58% | -14,238 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 4.0K | $1.1M | $1.4M | 0.69% | +234 | 2026-03-31 |
| 20 | VBR | VANGUARD INDEX FDS | 5.1K | $1.1M | $1.2M | 0.60% | +139 | 2026-03-31 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.0K | $1.0M | $1.2M | 0.58% | +3 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 4.8K | $992K | $1.3M | 0.63% | +5 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 5.8K | $982K | $900K | 0.44% | -56 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 5.8K | $982K | $900K | 0.44% | -56 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 1.6K | $946K | $1.1M | 0.53% | +348 | 2026-03-31 |
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