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The Analysis of HOGE FINANCIAL SERVICES, LLC's Holdings & P&L

Currently, HOGE FINANCIAL SERVICES, LLC holds 72 types of securities in its portfolio with a total value $186.8M. In the most recent quarter, they have increased their positions in BIV (+70.8K shares, valued at $5.5M), FLOT (+18.2K shares, valued at $927.6K), IFRA (+12.2K shares, valued at $698.0K); decreased their positions in IGF (-14.2K shares, valued at $953.9K), VT (-6.6K shares, valued at $908.7K), IWB (-2.3K shares, valued at $820.1K); initiated new positions in IEFA (+3.2K shares, valued at $291.4K), T (+8.3K shares, valued at $242.3K), BND (+3.0K shares, valued at $223.8K).

1M P&L

+6.8M+3.53%

3M P&L

-8.6M-4.11%

HY P&L

+228.4K+0.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A158.2M

86.5%

2Semiconductors6.4M

3.5%

3Software - Infrastructure3.1M

1.7%

Top Industries by Stock Count

1N/A32 stocks

49.2%

2Drug Manufacturers - General4 stocks

6.2%

3Banks - Regional3 stocks

4.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES TR112.6K shares-2.00%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS356.1K shares24.83%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F127.0K shares-4.92%2026-03-312026-04-20

VTV VANGUARD INDEX FDS67.1K shares0.92%2026-03-312026-04-20

FLOT ISHARES TR212.3K shares9.38%2026-03-312026-04-20

VB VANGUARD INDEX FDS40.6K shares-1.90%2026-03-312026-04-20

EFA ISHARES TR109.1K shares-5.65%2026-03-312026-04-20

EEM ISHARES TR81.4K shares-6.02%2026-03-312026-04-20

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IFRA ISHARES TR65.9K shares22.74%2026-03-312026-04-20

NVDA NVIDIA CORPORATION18.6K shares3.50%2026-03-312026-04-20

VUG VANGUARD INDEX FDS7.0K shares0.97%2026-03-312026-04-20

MUB ISHARES TR26.7K shares13.19%2026-03-312026-04-20

MSFT MICROSOFT CORP7.1K shares25.52%2026-03-312026-04-20

IDEV ISHARES TR30.1K shares-2.59%2026-03-312026-04-20

QCOM QUALCOMM INC17.0K shares-1.08%2026-03-312026-04-20

META META PLATFORMS INC3.4K shares-1.63%2026-03-312026-04-20

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AAPL APPLE INC7.5K shares4.93%2026-03-312026-04-20

IGF ISHARES TR17.9K shares-44.32%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.0K shares6.26%2026-03-312026-04-20

VBR VANGUARD INDEX FDS5.1K shares2.82%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares0.10%2026-03-312026-04-20

AMZN AMAZON COM INC4.8K shares0.11%2026-03-312026-04-20

XOM EXXON MOBIL CORP5.8K shares-0.96%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares28.18%2026-03-312026-04-20

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IWD ISHARES TR4.4K shares0.39%2026-03-312026-04-20

MFC MANULIFE FINL CORP26.7K shares-16.35%2026-03-312026-04-20

AGG ISHARES TR9.2K shares7.52%2026-03-312026-04-20

VTHR VANGUARD SCOTTSDALE FDS3.1K shares9.90%2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC2.2K shares0.45%2026-03-312026-04-20

VBK VANGUARD INDEX FDS2.5K shares-1.41%2026-03-312026-04-20

IEMG ISHARES INC9.2K shares-0.90%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.9K shares-1.44%2026-03-312026-04-20

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SPY STATE STR SPDR S&P 500 ETF T908 shares-0.66%2026-03-312026-04-20

VDE VANGUARD WORLD FD3.4K shares-21.22%2026-03-312026-04-20

MVBF MVB FINL CORP23.6K shares-29.02%2026-03-312026-04-20

MCD MCDONALDS CORP1.9K shares-5.42%2026-03-312026-04-20

PEP PEPSICO INC3.7K shares-9.29%2026-03-312026-04-20

LLY ELI LILLY &CO526 shares2.14%2026-03-312026-04-20

WMT WALMART INC3.8K shares-6.58%2026-03-312026-04-20

GLD SPDR GOLD TR1.0K shares19.38%2026-03-312026-04-20

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL885 shares4.24%2026-03-312026-04-20

TSLA TESLA INC1.1K shares6.42%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC2.8K shares1.74%2026-03-312026-04-20

JPM JPMORGAN CHASE &CO1.4K shares0.22%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS5.1K shares5.83%2026-03-312026-04-20

JNJ JOHNSON &JOHNSON1.6K shares2.20%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS4.6K shares57.37%2026-03-312026-04-20

SDY SPDR SERIES TRUST2.5K shares0.61%2026-03-312026-04-20

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VXUS VANGUARD STAR FDS4.7K shares7.16%2026-03-312026-04-20

KO COCA COLA CO4.6K shares0.17%2026-03-312026-04-20

FCF FIRST COMWLTH FINL CORP PA18.8K shares0.74%2026-03-312026-04-20

LINDE PLC LINDE PLC648 shares13.09%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP1.1K shares-0.19%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR530 shares0.19%2026-03-312026-04-20

DKS DICKS SPORTING GOODS INC1.5K shares-0.13%2026-03-312026-04-20

GVI ISHARES TR2.8K shares28.37%2026-03-312026-04-20

Sponsored

MO ALTRIA GROUP INC4.5K shares1.94%2026-03-312026-04-20

NEE NEXTERA ENERGY INC3.2K shares-10.45%2026-03-312026-04-20

IEFA ISHARES TR3.2K sharesnew addition2026-03-312026-04-20

T AT&T INC8.3K sharesnew addition2026-03-312026-04-20

AXP AMERICAN EXPRESS CO781 shares-3.58%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP855 shares0.35%2026-03-312026-04-20

VTI VANGUARD INDEX FDS733 shares19.97%2026-03-312026-04-20

RWO SPDR INDEX SHS FDS4.9K shares-23.89%2026-03-312026-04-20

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BND VANGUARD BD INDEX FDS3.0K sharesnew addition2026-03-312026-04-20

ABBV ABBVIE INC1.0K shares6.75%2026-03-312026-04-20

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-20

MERCK &CO INC MERCK &CO INC1.8K sharesnew addition2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC1.0K shares1.99%2026-03-312026-04-20

AMGN AMGEN INC589 shares-21.99%2026-03-312026-04-20

FUTY FIDELITY COVINGTON TRUST3.5K shares-5.03%2026-03-312026-04-20

CAT CATERPILLAR INC286 sharesnew addition2026-03-312026-04-20

Sponsored

IWB

ISHARES TR

-2.00%

Shares112.6K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

24.83%

Shares356.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

-4.92%

Shares127.0K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.92%

Shares67.1K

Event2026-03-31

Filed2026-04-20

FLOT

ISHARES TR

9.38%

Shares212.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-1.90%

Shares40.6K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

-5.65%

Shares109.1K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

-6.02%

Shares81.4K

Event2026-03-31

Filed2026-04-20

IFRA

ISHARES TR

22.74%

Shares65.9K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

3.50%

Shares18.6K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.97%

Shares7.0K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

13.19%

Shares26.7K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

25.52%

Shares7.1K

Event2026-03-31

Filed2026-04-20

IDEV

ISHARES TR

-2.59%

Shares30.1K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

-1.08%

Shares17.0K

Event2026-03-31

Filed2026-04-20