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Home > Institutional Investor > Hoge Financial Services, Llc > Profile

Instuitional Investor - Hoge Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Hoge Financial Services, Llc
Portfolio Value $136,543,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,306 $33,280,903 24.37%
2.
Vanguard Intl Equity Index Funds
 VWO 121,611 $14,286,911 10.46%
3.
Vanguard Bond Index Funds
 BND 188,061 $14,053,834 10.29%
4.
Vanguard Index Fds
 54,728 $9,265,408 6.78%
5.
Vanguard Index Fds
 34,981 $8,405,203 6.15%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)