HOGE FINANCIAL SERVICES, LLC
CIK 0001989834 · CANONSBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$208.9M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IWB
ISHARES TR
21.9%
BIV
VANGUARD BD INDEX FDS
13.4%
VT
VANGUARD INTL EQUITY INDEX F
9.5%
VTV
VANGUARD INDEX FDS
7.0%
VB
VANGUARD INDEX FDS
5.8%
EFA
ISHARES TR
5.4%
FLOT
ISHARES TR
5.3%
EEM
ISHARES TR
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.