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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 $99,749,385
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 86,019 $22,559,473 22.61%
2.
Vanguard Intl Equity Index Funds
 VWO 100,700 $10,359,986 10.38%
3.
Vanguard Bond Index Funds
 BND 127,728 $9,755,836 9.78%
4.
Ishares Trust
 IEF 114,785 $8,649,070 8.67%
5.
Ishares Tr
 145,768 $7,378,777 7.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)