0001989834-24-000004.txt : 20241112 0001989834-24-000004.hdr.sgml : 20241112 20241112121048 ACCESSION NUMBER: 0001989834-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241112 DATE AS OF CHANGE: 20241112 EFFECTIVENESS DATE: 20241112 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: 241445925 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 09-30-2024 09-30-2024 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 11-08-2024 0 53 132772151 false INFORMATION TABLE 2 hfinancial3q24.xml AGILON HEALTH INC COM 00857U107 63792 16232 SH SOLE 0 0 16232 ALPHABET INC CAP STK CL A 02079K305 279961 1688 SH SOLE 0 0 1688 ALTRIA GROUP INC COM 02209S103 208213 4079 SH SOLE 0 0 4079 AMAZON COM INC COM 023135106 454645 2440 SH SOLE 0 0 2440 AMGEN INC COM 031162100 203453 631 SH SOLE 0 0 631 APPLE INC COM 037833100 1156457 4963 SH SOLE 0 0 4963 AT&T INC COM 00206R102 211683 9622 SH SOLE 0 0 9622 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 455657 990 SH SOLE 0 0 990 COCA COLA CO COM 191216100 296654 4128 SH SOLE 0 0 4128 DICKS SPORTING GOODS INC COM 253393102 313021 1500 SH SOLE 0 0 1500 ELI LILLY &CO COM 532457108 340390 384 SH SOLE 0 0 384 EXXON MOBIL CORP COM 30231G102 505390 4311 SH SOLE 0 0 4311 FIRST COMWLTH FINL CORP PA COM 319829107 307655 17939 SH SOLE 0 0 17939 ISHARES INC CORE MSCI EMKT 46434G103 542550 9450 SH SOLE 0 0 9450 ISHARES TR RUS 1000 ETF 464287622 32331196 102838 SH SOLE 0 0 102838 ISHARES TR MSCI EAFE ETF 464287465 8831145 105598 SH SOLE 0 0 105598 ISHARES TR FLTG RATE NT ETF 46429B655 7265867 142356 SH SOLE 0 0 142356 ISHARES TR GLB INFRASTR ETF 464288372 3721916 68380 SH SOLE 0 0 68380 ISHARES TR MSCI EMG MKT ETF 464287234 3393638 74000 SH SOLE 0 0 74000 ISHARES TR NATIONAL MUN ETF 464288414 2595670 23895 SH SOLE 0 0 23895 ISHARES TR CORE MSCI INTL 46435G326 2226541 31435 SH SOLE 0 0 31435 ISHARES TR RUS 1000 VAL ETF 464287598 844692 4450 SH SOLE 0 0 4450 ISHARES TR CORE US AGGBD ET 464287226 304478 3007 SH SOLE 0 0 3007 KIMBERLY-CLARK CORP COM 494368103 269086 1891 SH SOLE 0 0 1891 LINDE PLC SHS G54950103 273153 573 SH SOLE 0 0 573 MANULIFE FINL CORP COM 56501R106 906067 30662 SH SOLE 0 0 30662 MCDONALDS CORP COM 580135101 420060 1379 SH SOLE 0 0 1379 META PLATFORMS INC CL A 30303M102 1215983 2124 SH SOLE 0 0 2124 MICROSOFT CORP COM 594918104 1558133 3621 SH SOLE 0 0 3621 MVB FINL CORP COM 553810102 671009 34660 SH SOLE 0 0 34660 NVIDIA CORPORATION COM 67066G104 1914630 15766 SH SOLE 0 0 15766 PEPSICO INC COM 713448108 551353 3242 SH SOLE 0 0 3242 QUALCOMM INC COM 747525103 2881195 16943 SH SOLE 0 0 16943 ROCKWELL AUTOMATION INC COM 773903109 598876 2231 SH SOLE 0 0 2231 SPDR GOLD TR GOLD SHS 78463V107 294346 1211 SH SOLE 0 0 1211 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 466067 9806 SH SOLE 0 0 9806 SPDR S&P 500 ETF TR TR UNIT 78462F103 236825 413 SH SOLE 0 0 413 SPDR SER TR PRTFLO S&P500 VL 78464A508 421995 7983 SH SOLE 0 0 7983 SPDR SER TR S&P DIVID ETF 78464A763 415146 2923 SH SOLE 0 0 2923 SUPER MICRO COMPUTER INC COM 86800U104 291480 700 SH SOLE 0 0 700 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13524286 172570 SH SOLE 0 0 172570 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 218373 2775 SH SOLE 0 0 2775 VANGUARD INDEX FDS VALUE ETF 922908744 9054813 51869 SH SOLE 0 0 51869 VANGUARD INDEX FDS SMALL CP ETF 922908751 8210746 34614 SH SOLE 0 0 34614 VANGUARD INDEX FDS GROWTH ETF 922908736 2886664 7519 SH SOLE 0 0 7519 VANGUARD INDEX FDS SM CP VAL ETF 922908611 917468 4570 SH SOLE 0 0 4570 VANGUARD INDEX FDS LARGE CAP ETF 922908637 670778 2548 SH SOLE 0 0 2548 VANGUARD INDEX FDS SML CP GRW ETF 922908595 642055 2401 SH SOLE 0 0 2401 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 589002 1116 SH SOLE 0 0 1116 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 14329218 119709 SH SOLE 0 0 119709 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 216900 2731 SH SOLE 0 0 2731 VANGUARD STAR FDS VG TL INTL STK F 921909768 246902 3814 SH SOLE 0 0 3814 VANGUARD WORLD FD ENERGY ETF 92204A306 1024878 8368 SH SOLE 0 0 8368