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Hoge Financial Services, Llc

Portfolio Manager
Hoge Financial Services, Llc
Performance
-2.32% (2026 Q1)
AUM (13F)
$186.83M
# of Holdings
72
Performance Rank
Allocation (Top 20)
87.04%

Hoge Financial Services, Llc Holdings Map

Top 50 Hoge Financial Services, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWB
ISHARES TR
21.49%112.6K$40.1M
-2.00%(-2.30K)
2025-Q1: 107.6K shares2025-Q2: 112.8K shares2025-Q3: 111.7K shares2025-Q4: 114.9K shares2026-Q1: 112.6K shares
$262.61(+53.97%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
14.71%356.1K$27.5M
+24.83%(+70.84K)
2025-Q1: 232.4K shares2025-Q2: 250.7K shares2025-Q3: 258.4K shares2025-Q4: 285.3K shares2026-Q1: 356.1K shares
$75.95(+0.88%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
9.41%127.0K$17.6M
-4.92%(-6.57K)
2025-Q1: 127.0K shares2025-Q2: 128.8K shares2025-Q3: 128.7K shares2025-Q4: 133.6K shares2026-Q1: 127.0K shares
$102.50(+51.61%)
2026-03-31
VTV
VANGUARD INDEX FDS
7.05%67.1K$13.2M
+0.92%(+611)
2025-Q1: 57.3K shares2025-Q2: 62.9K shares2025-Q3: 63.4K shares2025-Q4: 66.5K shares2026-Q1: 67.1K shares
$155.49(+34.00%)
2026-03-31
FLOT
ISHARES TR
5.79%212.3K$10.8M
+9.38%(+18.21K)
2025-Q1: 159.7K shares2025-Q2: 167.5K shares2025-Q3: 174.7K shares2025-Q4: 194.1K shares2026-Q1: 212.3K shares
$50.84(+0.19%)
2026-03-31
VB
VANGUARD INDEX FDS
5.7%40.6K$10.6M
-1.90%(-786)
2025-Q1: 36.8K shares2025-Q2: 39.3K shares2025-Q3: 39.5K shares2025-Q4: 41.4K shares2026-Q1: 40.6K shares
$210.01(+36.03%)
2026-03-31
EFA
ISHARES TR
5.67%109.1K$10.6M
-5.65%(-6.53K)
2025-Q1: 110.2K shares2025-Q2: 112.8K shares2025-Q3: 109.8K shares2025-Q4: 115.6K shares2026-Q1: 109.1K shares
$73.84(+40.62%)
2026-03-31
EEM
ISHARES TR
2.47%81.4K$4.6M
-6.02%(-5.21K)
2025-Q1: 81.0K shares2025-Q2: 85.7K shares2025-Q3: 83.2K shares2025-Q4: 86.6K shares2026-Q1: 81.4K shares
$40.74(+64.96%)
2026-03-31
IFRA
ISHARES TR
2.02%65.9K$3.8M
+22.74%(+12.20K)
2025-Q1: 18.5K shares2025-Q2: 34.7K shares2025-Q3: 39.1K shares2025-Q4: 53.7K shares2026-Q1: 65.9K shares
$49.66(+23.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.73%18.6K$3.2M
+3.50%(+628)
2025-Q1: 24.4K shares2025-Q2: 14.7K shares2025-Q3: 15.5K shares2025-Q4: 17.9K shares2026-Q1: 18.6K shares
$119.29(+89.32%)
2026-03-31

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