0001989834-24-000002.txt : 20240506 0001989834-24-000002.hdr.sgml : 20240506 20240506132247 ACCESSION NUMBER: 0001989834-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HOGE FINANCIAL SERVICES, LLC CENTRAL INDEX KEY: 0001989834 ORGANIZATION NAME: IRS NUMBER: 251728334 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23662 FILM NUMBER: 24916739 BUSINESS ADDRESS: STREET 1: 400 SOUTHPOINTE BLVD. STREET 2: PLAZA ONE, SUITE 420 CITY: CANONSBURG STATE: PA ZIP: 15317 BUSINESS PHONE: 724-745-9406 MAIL ADDRESS: STREET 1: 400 SOUTHPOINTE BLVD. STREET 2: PLAZA ONE, SUITE 420 CITY: CANONSBURG STATE: PA ZIP: 15317 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001989834 XXXXXXXX 03-31-2024 03-31-2024 HOGE FINANCIAL SERVICES, LLC

400 SOUTHPOINTE BLVD. PLAZA ONE, SUITE 420 CANONSBURG PA 15317

13F HOLDINGS REPORT 028-23662 000148209 801-69665 N Kent D. Aloia 724-745-9406 Kent D. Aloia Canonsburg PA 05-06-2024 0 53 122461946 false INFORMATION TABLE 2 hfinancial1q24.xml ADVANCED MICRO DEVICES INC COM 007903107 373614 2070 SH SOLE 0 0 2070 AGILON HEALTH INC COM 00857U107 98405 16132 SH SOLE 0 0 16132 AMAZON COM INC COM 023135106 222409 1233 SH SOLE 0 0 1233 APPLE INC COM 037833100 489718 2856 SH SOLE 0 0 2856 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 290579 691 SH SOLE 0 0 691 COCA COLA CO COM 191216100 221966 3628 SH SOLE 0 0 3628 CROWN CASTLE INC COM 22822V101 232574 2198 SH SOLE 0 0 2198 DICKS SPORTING GOODS INC COM 253393102 330244 1469 SH SOLE 0 0 1469 ELI LILLY &CO COM 532457108 339583 437 SH SOLE 0 0 437 EXXON MOBIL CORP COM 30231G102 443626 3816 SH SOLE 0 0 3816 ISHARES INC CORE MSCI EMKT 46434G103 559938 10852 SH SOLE 0 0 10852 ISHARES TR RUS 1000 ETF 464287622 28598968 99292 SH SOLE 0 0 99292 ISHARES TR MSCI EAFE ETF 464287465 8610749 107823 SH SOLE 0 0 107823 ISHARES TR FLTG RATE NT ETF 46429B655 6927251 135669 SH SOLE 0 0 135669 ISHARES TR NATIONAL MUN ETF 464288414 3192457 29670 SH SOLE 0 0 29670 ISHARES TR GLB INFRASTR ETF 464288372 3050768 64065 SH SOLE 0 0 64065 ISHARES TR MSCI EMG MKT ETF 464287234 2836124 69039 SH SOLE 0 0 69039 ISHARES TR CORE MSCI INTL 46435G326 2345968 34947 SH SOLE 0 0 34947 ISHARES TR RUS 1000 VAL ETF 464287598 789642 4409 SH SOLE 0 0 4409 ISHARES TR CORE US AGGBD ET 464287226 289111 2952 SH SOLE 0 0 2952 ISHARES TR CORE MSCI EAFE 46432F842 257924 3475 SH SOLE 0 0 3475 KIMBERLY-CLARK CORP COM 494368103 201465 1558 SH SOLE 0 0 1558 LINDE PLC SHS G54950103 263443 567 SH SOLE 0 0 567 MANULIFE FINL CORP COM 56501R106 723820 28964 SH SOLE 0 0 28964 MCDONALDS CORP COM 580135101 405301 1437 SH SOLE 0 0 1437 META PLATFORMS INC CL A 30303M102 533167 1098 SH SOLE 0 0 1098 MICROSOFT CORP COM 594918104 1033744 2457 SH SOLE 0 0 2457 MVB FINL CORP COM 553810102 781204 35016 SH SOLE 0 0 35016 NEXTERA ENERGY INC COM 65339F101 809450 12665 SH SOLE 0 0 12665 NVIDIA CORPORATION COM 67066G104 544851 603 SH SOLE 0 0 603 PALO ALTO NETWORKS INC COM 697435105 202585 713 SH SOLE 0 0 713 PEPSICO INC COM 713448108 532193 3041 SH SOLE 0 0 3041 QUALCOMM INC COM 747525103 4942327 29193 SH SOLE 0 0 29193 ROCKWELL AUTOMATION INC COM 773903109 714752 2453 SH SOLE 0 0 2453 SPDR GOLD TR GOLD SHS 78463V107 225881 1098 SH SOLE 0 0 1098 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 493628 11528 SH SOLE 0 0 11528 SPDR S&P 500 ETF TR TR UNIT 78462F103 296114 566 SH SOLE 0 0 566 SPDR SER TR PRTFLO S&P500 VL 78464A508 395542 7895 SH SOLE 0 0 7895 SPDR SER TR S&P DIVID ETF 78464A763 378938 2887 SH SOLE 0 0 2887 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 237887 4552 SH SOLE 0 0 4552 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11024038 146207 SH SOLE 0 0 146207 VANGUARD INDEX FDS VALUE ETF 922908744 7953697 48838 SH SOLE 0 0 48838 VANGUARD INDEX FDS SMALL CP ETF 922908751 7737875 33850 SH SOLE 0 0 33850 VANGUARD INDEX FDS GROWTH ETF 922908736 3326672 9665 SH SOLE 0 0 9665 VANGUARD INDEX FDS SM CP VAL ETF 922908611 926293 4827 SH SOLE 0 0 4827 VANGUARD INDEX FDS SML CP GRW ETF 922908595 703929 2700 SH SOLE 0 0 2700 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 508323 1057 SH SOLE 0 0 1057 VANGUARD INDEX FDS LARGE CAP ETF 922908637 410471 1712 SH SOLE 0 0 1712 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 12465307 112808 SH SOLE 0 0 112808 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 372392 4817 SH SOLE 0 0 4817 VANGUARD STAR FDS VG TL INTL STK F 921909768 227173 3767 SH SOLE 0 0 3767 VANGUARD WORLD FD ENERGY ETF 92204A306 1215889 9232 SH SOLE 0 0 9232 WABTEC COM 929740108 1371977 9418 SH SOLE 0 0 9418