HF
| |
HOGE FINANCIAL SERVICES, LLC13F | |
| HOGE FINANCIAL SERVICES, LLC | |
| Last update 2025-04-21 | 57 Stocks (6 new) |
| Value $143.00 Mil | Turnover 8 % |
HOGE FINANCIAL SERVICES, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 107,572 | 32,996.6 | +4.13% | 23.070 | +0.91% | 0.090 | +19.79% | +7.71% | 41,628.5 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 232,386 | 17,793.8 | +23.57% | 12.440 | +2.37% | 0.080 | +1.75% | +4.50% | 23,124.5 | ||
VT | Vanguard Total World Stock ETF | 127,015 | 14,727.4 | +4.44% | 10.300 | +0.44% | 0.030 | +17.37% | +11.44% | 45,977.1 | ||
VTV | Vanguard Value ETF | 57,306 | 9,899.1 | +4.71% | 6.920 | +0.31% | 0.010 | +10.43% | +6.13% | 132,881.1 | ||
EFA | iShares MSCI EAFE ETF | 110,195 | 9,006.3 | +3.16% | 6.300 | +0.19% | 0.020 | +10.84% | +18.89% | 63,725.9 | ||
VB | Vanguard Small Cap ETF | 36,840 | 8,169.3 | +5.31% | 5.710 | +0.29% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
FLOT | iShares Floating Rate Bond ETF | 159,686 | 8,152.0 | +6.77% | 5.700 | +0.36% | 0.090 | +1.71% | +2.68% | 8,981.5 | ||
EEM | iShares MSCI Emerging Markets ETF | 81,005 | 3,539.9 | +6.36% | 2.480 | +0.15% | 0.020 | +18.21% | +18.50% | 18,661.0 | ||
IGF | iShares Global Infrastructure ETF | 56,202 | 3,072.5 | -18.47% | 2.150 | -0.49% | 0.050 | +8.45% | +15.01% | 7,544.0 | ||
NVDA | NVIDIA Corp | 24,360 | 2,640.2 | +17.48% | 1.850 | +0.28% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
HOGE FINANCIAL SERVICES, LLC's Historical Top Holdings Breakdowns
HOGE FINANCIAL SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +2.37% | 73.78 ($75.44) 76.59 | $76.55 | 1.47% | Add 23.57% | 232,386 | 44,325 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Add Add | +0.91% | 302.31 ($323.34) 337.54 | $345.18 | 6.75% | Add 4.13% | 107,572 | 4,266 | |
IFRA | iShares U.S. Infrastructure ETF | 2025-03-31 | New Buy New Buy | +0.58% | 44.8 ($46.64) 49.25 | $50.59 | 8.47% | New holding | 18,489 | 18,489 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.51% | 253.32 ($270.87) 282.66 | $289.69 | 6.95% | Sold Out | 0 | -2,564 | |
IGF | iShares Global Infrastructure ETF | 2025-03-31 | Reduce Reduce | -0.49% | 51.96 ($53.64) 54.84 | $59.12 | 10.22% | Reduce -18.47% | 56,202 | -12,735 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Add Add | +0.44% | 115.08 ($119.66) 123.97 | $129.87 | 8.53% | Add 4.44% | 127,015 | 5,404 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Add Add | +0.36% | 50.87 ($50.99) 51.09 | $51.00 | 0.02% | Add 6.77% | 159,686 | 10,121 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.31% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Add 4.71% | 57,306 | 2,578 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +0.29% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | New holding | 894 | 894 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.29% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | Add 5.31% | 36,840 | 1,859 |
HOGE FINANCIAL SERVICES, LLC Total Holding History ($B)
HOGE FINANCIAL SERVICES, LLC's Asset Allocation
HOGE FINANCIAL SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HOGE FINANCIAL SERVICES, LLC's Hypothetical Growth since 2025-03-31
HOGE FINANCIAL SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HOGE FINANCIAL SERVICES, LLC's Holdings Heat Map
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HOGE FINANCIAL SERVICES, LLC's Holdings Bubble Chart
HOGE FINANCIAL SERVICES, LLC News
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