0001989834-24-000003.txt : 20240808 0001989834-24-000003.hdr.sgml : 20240808 20240808154135 ACCESSION NUMBER: 0001989834-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240808 DATE AS OF CHANGE: 20240808 EFFECTIVENESS DATE: 20240808 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: 241187913 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 06-30-2024 06-30-2024 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 08-08-2024 0 50 122041199 false INFORMATION TABLE 2 hfinancial2q24.xml ADVANCED MICRO DEVICES INC COM 007903107 522316 3220 SH SOLE 0 0 3220 AGILON HEALTH INC COM 00857U107 105503 16132 SH SOLE 0 0 16132 ALPHABET INC CAP STK CL A 02079K305 241534 1326 SH SOLE 0 0 1326 AMAZON COM INC COM 023135106 393264 2035 SH SOLE 0 0 2035 APPLE INC COM 037833100 888134 4217 SH SOLE 0 0 4217 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 351475 864 SH SOLE 0 0 864 COCA COLA CO COM 191216100 245067 3850 SH SOLE 0 0 3850 DICKS SPORTING GOODS INC COM 253393102 319237 1486 SH SOLE 0 0 1486 ELI LILLY &CO COM 532457108 283314 313 SH SOLE 0 0 313 EXXON MOBIL CORP COM 30231G102 483099 4196 SH SOLE 0 0 4196 FIRST COMWLTH FINL CORP PA COM 319829107 245763 17796 SH SOLE 0 0 17796 ISHARES INC CORE MSCI EMKT 46434G103 504330 9421 SH SOLE 0 0 9421 ISHARES TR RUS 1000 ETF 464287622 30060413 101030 SH SOLE 0 0 101030 ISHARES TR MSCI EAFE ETF 464287465 8347271 106565 SH SOLE 0 0 106565 ISHARES TR FLTG RATE NT ETF 46429B655 7176745 140473 SH SOLE 0 0 140473 ISHARES TR GLB INFRASTR ETF 464288372 3189657 66562 SH SOLE 0 0 66562 ISHARES TR MSCI EMG MKT ETF 464287234 3064952 71964 SH SOLE 0 0 71964 ISHARES TR NATIONAL MUN ETF 464288414 2517285 23625 SH SOLE 0 0 23625 ISHARES TR CORE MSCI INTL 46435G326 2057814 31350 SH SOLE 0 0 31350 ISHARES TR RUS 1000 VAL ETF 464287598 772301 4427 SH SOLE 0 0 4427 ISHARES TR CORE US AGGBD ET 464287226 289176 2979 SH SOLE 0 0 2979 ISHARES TR CORE MSCI EAFE 46432F842 257018 3538 SH SOLE 0 0 3538 KIMBERLY-CLARK CORP COM 494368103 261496 1892 SH SOLE 0 0 1892 LINDE PLC SHS G54950103 231900 528 SH SOLE 0 0 528 MANULIFE FINL CORP COM 56501R106 809225 30399 SH SOLE 0 0 30399 MCDONALDS CORP COM 580135101 372984 1464 SH SOLE 0 0 1464 META PLATFORMS INC CL A 30303M102 999710 1983 SH SOLE 0 0 1983 MICROSOFT CORP COM 594918104 1482323 3317 SH SOLE 0 0 3317 MVB FINL CORP COM 553810102 658698 35338 SH SOLE 0 0 35338 NVIDIA CORPORATION COM 67066G104 1315718 10650 SH SOLE 0 0 10650 PEPSICO INC COM 713448108 531864 3225 SH SOLE 0 0 3225 QUALCOMM INC COM 747525103 3373834 16939 SH SOLE 0 0 16939 ROCKWELL AUTOMATION INC COM 773903109 674050 2449 SH SOLE 0 0 2449 SPDR GOLD TR GOLD SHS 78463V107 251562 1170 SH SOLE 0 0 1170 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 404028 9729 SH SOLE 0 0 9729 SPDR S&P 500 ETF TR TR UNIT 78462F103 228245 419 SH SOLE 0 0 419 SPDR SER TR PRTFLO S&P500 VL 78464A508 387066 7941 SH SOLE 0 0 7941 SPDR SER TR S&P DIVID ETF 78464A763 369652 2907 SH SOLE 0 0 2907 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11199407 149545 SH SOLE 0 0 149545 VANGUARD INDEX FDS VALUE ETF 922908744 8067690 50294 SH SOLE 0 0 50294 VANGUARD INDEX FDS SMALL CP ETF 922908751 7668243 35169 SH SOLE 0 0 35169 VANGUARD INDEX FDS GROWTH ETF 922908736 3246839 8681 SH SOLE 0 0 8681 VANGUARD INDEX FDS SM CP VAL ETF 922908611 824922 4520 SH SOLE 0 0 4520 VANGUARD INDEX FDS SML CP GRW ETF 922908595 596527 2385 SH SOLE 0 0 2385 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 528869 1057 SH SOLE 0 0 1057 VANGUARD INDEX FDS LARGE CAP ETF 922908637 427788 1714 SH SOLE 0 0 1714 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 13151610 116768 SH SOLE 0 0 116768 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 375886 4864 SH SOLE 0 0 4864 VANGUARD STAR FDS VG TL INTL STK F 921909768 228985 3797 SH SOLE 0 0 3797 VANGUARD WORLD FD ENERGY ETF 92204A306 1056410 8281 SH SOLE 0 0 8281