$122 Million is the total value of HOGE FINANCIAL SERVICES, LLC's 53 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -496 | -100.0% | -0.24% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -2,047 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 24.6% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 10.8% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 9.8% |
| ISHARES TR | 3 | Q2 2024 | 8.7% |
| ISHARES TR | 3 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 6.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.7% |
| ISHARES TR | 3 | Q2 2024 | 2.8% |
| ISHARES TR | 3 | Q2 2024 | 2.9% |
View HOGE FINANCIAL SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-09 |
View HOGE FINANCIAL SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.