HOGE FINANCIAL SERVICES, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$143.0B
Holdings
57
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 107,572 | $33.0B | 23.07% | |
| 2 | BIVVANGUARD BD INDEX FDS | 232,386 | $17.8B | 12.44% | |
| 3 | VTVANGUARD INTL EQUITY INDEX F | 127,015 | $14.7B | 10.30% | |
| 4 | VTVVANGUARD INDEX FDS | 57,306 | $9.9B | 6.92% | |
| 5 | EFAISHARES TR | 110,195 | $9.0B | 6.30% | |
| 6 | VBVANGUARD INDEX FDS | 36,840 | $8.2B | 5.71% | |
| 7 | FLOTISHARES TR | 159,686 | $8.2B | 5.70% | |
| 8 | EEMISHARES TR | 81,005 | $3.5B | 2.48% | |
| 9 | IGFISHARES TR | 56,202 | $3.1B | 2.15% | |
| 10 | NVDANVIDIA CORPORATION | 24,360 | $2.6B | 1.85% | |
| 11 | QCOMQUALCOMM INC | 17,025 | $2.6B | 1.83% | |
| 12 | VUGVANGUARD INDEX FDS | 6,996 | $2.6B | 1.81% | |
| 13 | MUBISHARES TR | 24,364 | $2.6B | 1.80% | |
| 14 | MSFTMICROSOFT CORP | 5,854 | $2.2B | 1.54% | |
| 15 | IDEVISHARES TR | 31,257 | $2.2B | 1.51% | |
| 16 | METAMETA PLATFORMS INC | 2,378 | $1.4B | 0.96% | |
| 17 | AAPLAPPLE INC | 5,744 | $1.3B | 0.89% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,834 | $976.8M | 0.68% | |
| 19 | MFCMANULIFE FINL CORP | 31,162 | $970.7M | 0.68% | |
| 20 | VBRVANGUARD INDEX FDS | 4,771 | $888.8M | 0.62% | |
| 21 | VDEVANGUARD WORLD FD | 6,755 | $876.2M | 0.61% | |
| 22 | IWDISHARES TR | 4,493 | $845.4M | 0.59% | |
| 23 | IFRAISHARES TR | 18,489 | $833.3M | 0.58% | |
| 24 | AMZNAMAZON COM INC | 4,113 | $782.5M | 0.55% | |
| 25 | XOMEXXON MOBIL CORP | 5,490 | $653.0M | 0.46% | |
| 26 | VBKVANGUARD INDEX FDS | 2,514 | $632.9M | 0.44% | |
| 27 | VOOVANGUARD INDEX FDS | 1,209 | $621.4M | 0.43% | |
| 28 | MVBFMVB FINL CORP | 35,213 | $609.9M | 0.43% | |
| 29 | SPYSPDR S&P 500 ETF TR | 1,039 | $581.4M | 0.41% | |
| 30 | MCDMCDONALDS CORP | 1,852 | $578.6M | 0.40% | |
| 31 | ROKROCKWELL AUTOMATION INC | 2,202 | $569.0M | 0.40% | |
| 32 | PEPPEPSICO INC | 3,633 | $544.8M | 0.38% | |
| 33 | IEMGISHARES INC | 9,482 | $511.7M | 0.36% | |
| 34 | NDQINVESCO QQQ TR | 894 | $419.3M | 0.29% | |
| 35 | RWOSPDR INDEX SHS FDS | 9,256 | $403.9M | 0.28% | |
| 36 | GQ9SPDR GOLD TR | 1,263 | $363.9M | 0.25% | |
| 37 | GOOGLALPHABET INC | 2,343 | $362.3M | 0.25% | |
| 38 | LLYELI LILLY &CO | 438 | $361.7M | 0.25% | |
| 39 | SDYSPDR SER TR | 2,656 | $360.4M | 0.25% | |
| 40 | DKSDICKS SPORTING GOODS INC | 1,521 | $306.6M | 0.21% | |
| 41 | KOCOCA COLA CO | 4,236 | $303.4M | 0.21% | |
| 42 | VVISA INC | 813 | $285.0M | 0.20% | |
| 43 | FCFFIRST COMWLTH FINL CORP PA | 18,208 | $283.0M | 0.20% | |
| 44 | WMTWALMART INC | 3,156 | $277.0M | 0.19% | |
| 45 | KMBKIMBERLY-CLARK CORP | 1,907 | $271.2M | 0.19% | |
| 46 | LINLINDE PLC | 575 | $268.0M | 0.19% | |
| 47 | MOALTRIA GROUP INC | 4,285 | $257.2M | 0.18% | |
| 48 | NSCNORFOLK SOUTHN CORP | 1,037 | $245.7M | 0.17% | |
| 49 | JPMJPMORGAN CHASE &CO. | 991 | $243.2M | 0.17% | |
| 50 | VXUSVANGUARD STAR FDS | 3,890 | $241.6M | 0.17% | |
| 51 | VCSHVANGUARD SCOTTSDALE FDS | 2,919 | $230.4M | 0.16% | |
| 52 | JNJJOHNSON &JOHNSON | 1,299 | $215.4M | 0.15% | |
| 53 | AMGNAMGEN INC | 688 | $214.5M | 0.15% | |
| 54 | 4I1PHILIP MORRIS INTL INC | 1,347 | $213.9M | 0.15% | |
| 55 | AVGOBROADCOM INC | 1,273 | $213.1M | 0.15% | |
| 56 | TAT&T INC | 7,324 | $207.1M | 0.14% | |
| 57 | SLVISHARES SILVER TR | 6,619 | $205.1M | 0.14% |