Top 50 Hoese & Co LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR 3 7 YR TREAS BD | 19.89% | 226.0K | $26.8M | +2.04%(+4.51K) | $117.85(-0.23%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 11.81% | 24.4K | $15.9M | -25.59%(-8.38K) | $359.57(+107.40%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 9.06% | 162.4K | $12.2M | -15.74%(-30.33K) | $52.50(+56.92%) | 2026-03-31 | |
| DYNF | ISHARES US EQTY FAC ROTATION | 6.58% | 152.4K | $8.9M | +83.61%(+69.42K) | $59.18(+12.27%) | 2026-03-31 | |
| DGRO | ISHARES TR CORE DIV GRWTH | 6.3% | 120.9K | $8.5M | +5.92%(+6.75K) | $52.76(+38.69%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 5.48% | 34.3K | $7.4M | -4.13%(-1.48K) | $164.86(+38.71%) | 2026-03-31 | |
| IETC | ISHARES U S ETF TR U.S. TECH INDEPD | 4.83% | 73.6K | $6.5M | +135.84%(+42.41K) | $97.20(+9.09%) | 2026-03-31 | |
| QUAL | ISHARES TR MSCI USA QLT FCT | 3.91% | 27.5K | $5.3M | -14.18%(-4.54K) | $122.39(+72.37%) | 2026-03-31 | |
| IGEB | ISHARES TR INVESTMENT GRADE | 3.64% | 108.8K | $4.9M | -1.96%(-2.17K) | $45.59(-1.34%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | 3.58% | 96.6K | $4.8M | +5.24%(+4.81K) | $50.24(+0.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.54% | +38.77% |
| Top 20 Holdings Unweighted | +11.83% | +39.85% |
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