HOGE FINANCIAL SERVICES, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$160.8B
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 112,795 | $38.4B | 23.85% | |
| 2 | BIVVANGUARD BD INDEX FDS | 250,661 | $19.5B | 12.11% | |
| 3 | VTVANGUARD INTL EQUITY INDEX F | 128,844 | $16.6B | 10.31% | |
| 4 | VTVVANGUARD INDEX FDS | 62,889 | $11.1B | 6.92% | |
| 5 | EFAISHARES TR | 112,772 | $10.1B | 6.28% | |
| 6 | VBVANGUARD INDEX FDS | 39,296 | $9.3B | 5.80% | |
| 7 | FLOTISHARES TR | 167,485 | $8.6B | 5.33% | |
| 8 | EEMISHARES TR | 85,700 | $4.1B | 2.57% | |
| 9 | VUGVANGUARD INDEX FDS | 6,952 | $3.0B | 1.90% | |
| 10 | QCOMQUALCOMM INC | 17,096 | $2.7B | 1.69% | |
| 11 | IGFISHARES TR | 45,298 | $2.7B | 1.67% | |
| 12 | MSFTMICROSOFT CORP | 5,371 | $2.7B | 1.66% | |
| 13 | MUBISHARES TR | 24,209 | $2.5B | 1.57% | |
| 14 | IDEVISHARES TR | 31,573 | $2.4B | 1.49% | |
| 15 | NVDANVIDIA CORPORATION | 14,738 | $2.3B | 1.45% | |
| 16 | METAMETA PLATFORMS INC | 2,470 | $1.8B | 1.13% | |
| 17 | IFRAISHARES TR | 34,700 | $1.7B | 1.07% | |
| 18 | AAPLAPPLE INC | 6,161 | $1.3B | 0.79% | |
| 19 | MFCMANULIFE FINL CORP | 31,435 | $1.0B | 0.62% | |
| 20 | AMZNAMAZON COM INC | 4,470 | $980.9M | 0.61% | |
| 21 | VBRVANGUARD INDEX FDS | 4,888 | $953.2M | 0.59% | |
| 22 | IWDISHARES TR | 4,311 | $837.3M | 0.52% | |
| 23 | AGGISHARES TR | 8,328 | $826.2M | 0.51% | |
| 24 | MVBFMVB FINL CORP | 35,455 | $798.8M | 0.50% | |
| 25 | ROKROCKWELL AUTOMATION INC | 2,183 | $725.2M | 0.45% | |
| 26 | VBKVANGUARD INDEX FDS | 2,494 | $690.6M | 0.43% | |
| 27 | VOOVANGUARD INDEX FDS | 1,181 | $671.0M | 0.42% | |
| 28 | VDEVANGUARD WORLD FD | 5,410 | $644.3M | 0.40% | |
| 29 | XOMEXXON MOBIL CORP | 5,602 | $605.0M | 0.38% | |
| 30 | SPYSPDR S&P 500 ETF TR | 958 | $592.1M | 0.37% | |
| 31 | IEMGISHARES INC | 9,503 | $570.4M | 0.35% | |
| 32 | MCDMCDONALDS CORP | 1,865 | $540.3M | 0.34% | |
| 33 | GOOGLALPHABET INC | 2,999 | $529.6M | 0.33% | |
| 34 | PEPPEPSICO INC | 3,749 | $498.3M | 0.31% | |
| 35 | AVGOBROADCOM INC | 1,569 | $432.5M | 0.27% | |
| 36 | PLTRPALANTIR TECHNOLOGIES INC | 2,699 | $367.9M | 0.23% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 753 | $361.9M | 0.23% | |
| 38 | LLYELI LILLY &CO | 454 | $353.4M | 0.22% | |
| 39 | JPMJPMORGAN CHASE &CO. | 1,215 | $352.1M | 0.22% | |
| 40 | SDYSPDR SERIES TRUST | 2,581 | $350.4M | 0.22% | |
| 41 | WMTWALMART INC | 3,506 | $342.8M | 0.21% | |
| 42 | VVISA INC | 910 | $322.4M | 0.20% | |
| 43 | KOCOCA COLA CO | 4,459 | $316.2M | 0.20% | |
| 44 | RWOSPDR INDEX SHS FDS | 6,830 | $301.4M | 0.19% | |
| 45 | DKSDICKS SPORTING GOODS INC | 1,517 | $300.1M | 0.19% | |
| 46 | FCFFIRST COMWLTH FINL CORP PA | 18,365 | $298.1M | 0.19% | |
| 47 | VXUSVANGUARD STAR FDS | 4,271 | $295.1M | 0.18% | |
| 48 | NDQINVESCO QQQ TR | 527 | $290.9M | 0.18% | |
| 49 | TSLATESLA INC | 899 | $284.6M | 0.18% | |
| 50 | NFLXNETFLIX INC | 210 | $281.2M | 0.17% | |
| 51 | LINLINDE PLC | 598 | $280.9M | 0.17% | |
| 52 | NSCNORFOLK SOUTHN CORP | 1,063 | $272.1M | 0.17% | |
| 53 | BSVVANGUARD BD INDEX FDS | 3,432 | $270.1M | 0.17% | |
| 54 | CEGCONSTELLATION ENERGY CORP | 830 | $268.1M | 0.17% | |
| 55 | GQ9SPDR GOLD TR | 859 | $261.8M | 0.16% | |
| 56 | 4I1PHILIP MORRIS INTL INC | 1,429 | $261.2M | 0.16% | |
| 57 | MOALTRIA GROUP INC | 4,409 | $258.5M | 0.16% | |
| 58 | KMBKIMBERLY-CLARK CORP | 1,939 | $246.8M | 0.15% | |
| 59 | AXPAMERICAN EXPRESS CO | 764 | $243.6M | 0.15% | |
| 60 | TAT&T INC | 7,604 | $220.1M | 0.14% | |
| 61 | VCSHVANGUARD SCOTTSDALE FDS | 2,667 | $212.0M | 0.13% | |
| 62 | JNJJOHNSON &JOHNSON | 1,381 | $210.9M | 0.13% | |
| 63 | AMGNAMGEN INC | 737 | $207.7M | 0.13% |