Top 50 Hoge Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 21.49% | 112.6K | $40.1M | -2.00%(-2.30K) | $262.61(+53.97%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 14.71% | 356.1K | $27.5M | +24.83%(+70.84K) | $75.95(+0.88%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 9.41% | 127.0K | $17.6M | -4.92%(-6.57K) | $102.50(+51.61%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.05% | 67.1K | $13.2M | +0.92%(+611) | $155.49(+34.00%) | 2026-03-31 | |
| FLOT | ISHARES TR | 5.79% | 212.3K | $10.8M | +9.38%(+18.21K) | $50.84(+0.19%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.7% | 40.6K | $10.6M | -1.90%(-786) | $210.01(+36.03%) | 2026-03-31 | |
| EFA | ISHARES TR | 5.67% | 109.1K | $10.6M | -5.65%(-6.53K) | $73.84(+40.62%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.47% | 81.4K | $4.6M | -6.02%(-5.21K) | $40.74(+64.96%) | 2026-03-31 | |
| IFRA | ISHARES TR | 2.02% | 65.9K | $3.8M | +22.74%(+12.20K) | $49.66(+23.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.73% | 18.6K | $3.2M | +3.50%(+628) | $119.29(+89.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.64% |
| Top 20 Holdings Unweighted | +9.05% | +29.69% |
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