HOGE FINANCIAL SERVICES, LLC - Portfolio overview

HOGE FINANCIAL SERVICES, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 21.31%
2. BIV - VANGUARD BD INDEX FDS, 14.59%
3. VT - VANGUARD INTL EQUITY INDEX F, 9.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.