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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 $143,001,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 107,572 $32,996,627 23.07%
2.
Vanguard Bond Index Funds
 BND 232,386 $17,793,786 12.44%
3.
Vanguard Intl Equity Index Funds
 VWO 127,015 $14,727,372 10.3%
4.
Vanguard Index Fds - VALUE ETF
 57,306 $9,899,115 6.92%
5.
Ishares Trust
 VLUE 110,195 $9,006,260 6.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)