HOGE FINANCIAL SERVICES, LLC: 13F holdings
CIK 19898342026Q2
| Positions | 83 |
|---|
| Reported value | $208.9m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 83 (+11 vs prior quarter) |
|---|
| Reported value | $208.9m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWB ISHARES TR | 111,486 | $45.7m | 21.9% |
| BIV VANGUARD BD INDEX FDS | 365,539 | $28.0m | 13.4% |
| ACWI VANGUARD INTL EQUITY INDEX F | 126,119 | $19.8m | 9.5% |
| VTV VANGUARD INDEX FDS | 66,802 | $14.6m | 7.0% |
| VB VANGUARD INDEX FDS | 40,272 | $12.2m | 5.8% |
| EFA ISHARES TR | 109,261 | $11.4m | 5.4% |
| FLOT ISHARES TR | 215,695 | $11.0m | 5.3% |
| EEM ISHARES TR | 79,901 | $5.5m | 2.6% |
| EEM ISHARES TR | 65,856 | $4.2m | 2.0% |
| NVDA NVIDIA CORPORATION | 19,315 | $3.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1989834")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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