0001989834-25-000001.txt : 20250131 0001989834-25-000001.hdr.sgml : 20250131 20250130192958 ACCESSION NUMBER: 0001989834-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250131 DATE AS OF CHANGE: 20250130 EFFECTIVENESS DATE: 20250131 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: 25575337 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 12-31-2024 12-31-2024 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 01-30-2025 0 57 136543515 false INFORMATION TABLE 2 hfinancial4q24.xml ALPHABET INC CAP STK CL A 02079K305 397540 2100 SH SOLE 0 0 2100 ALTRIA GROUP INC COM 02209S103 218961 4187 SH SOLE 0 0 4187 AMAZON COM INC COM 023135106 838070 3820 SH SOLE 0 0 3820 AMERICAN EXPRESS CO COM 025816109 200112 674 SH SOLE 0 0 674 APPLE INC COM 037833100 1364740 5450 SH SOLE 0 0 5450 AT&T INC COM 00206R102 226542 9949 SH SOLE 0 0 9949 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 509033 1123 SH SOLE 0 0 1123 BROADCOM INC COM 11135F101 262506 1132 SH SOLE 0 0 1132 COCA COLA CO COM 191216100 261019 4192 SH SOLE 0 0 4192 DICKS SPORTING GOODS INC COM 253393102 344380 1505 SH SOLE 0 0 1505 ELI LILLY &CO COM 532457108 285376 370 SH SOLE 0 0 370 EXXON MOBIL CORP COM 30231G102 546885 5084 SH SOLE 0 0 5084 FIRST COMWLTH FINL CORP PA COM 319829107 305882 18078 SH SOLE 0 0 18078 ISHARES INC CORE MSCI EMKT 46434G103 501136 9597 SH SOLE 0 0 9597 ISHARES TR RUS 1000 ETF 464287622 33280903 103306 SH SOLE 0 0 103306 ISHARES TR MSCI EAFE ETF 464287465 8076303 106815 SH SOLE 0 0 106815 ISHARES TR FLTG RATE NT ETF 46429B655 7609848 149565 SH SOLE 0 0 149565 ISHARES TR GLB INFRASTR ETF 464288372 3603355 68937 SH SOLE 0 0 68937 ISHARES TR MSCI EMG MKT ETF 464287234 3185104 76162 SH SOLE 0 0 76162 ISHARES TR NATIONAL MUN ETF 464288414 2478796 23264 SH SOLE 0 0 23264 ISHARES TR CORE MSCI INTL 46435G326 2041012 31658 SH SOLE 0 0 31658 ISHARES TR RUS 1000 VAL ETF 464287598 828291 4474 SH SOLE 0 0 4474 ISHARES TR CORE US AGGBD ET 464287226 295034 3045 SH SOLE 0 0 3045 JPMORGAN CHASE &CO. COM 46625H100 225167 939 SH SOLE 0 0 939 KIMBERLY-CLARK CORP COM 494368103 239866 1830 SH SOLE 0 0 1830 LINDE PLC SHS G54950103 231614 553 SH SOLE 0 0 553 MANULIFE FINL CORP COM 56501R106 948946 30900 SH SOLE 0 0 30900 MCDONALDS CORP COM 580135101 529116 1825 SH SOLE 0 0 1825 META PLATFORMS INC CL A 30303M102 1316037 2248 SH SOLE 0 0 2248 MICROSOFT CORP COM 594918104 2035363 4829 SH SOLE 0 0 4829 MVB FINL CORP COM 553810102 723032 34929 SH SOLE 0 0 34929 NORFOLK SOUTHN CORP COM 655844108 237986 1014 SH SOLE 0 0 1014 NVIDIA CORPORATION COM 67066G104 2784538 20735 SH SOLE 0 0 20735 PEPSICO INC COM 713448108 540923 3557 SH SOLE 0 0 3557 QUALCOMM INC COM 747525103 2608925 16983 SH SOLE 0 0 16983 ROCKWELL AUTOMATION INC COM 773903109 633034 2215 SH SOLE 0 0 2215 SPDR GOLD TR GOLD SHS 78463V107 301452 1245 SH SOLE 0 0 1245 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 419480 9780 SH SOLE 0 0 9780 SPDR S&P 500 ETF TR TR UNIT 78462F103 221551 378 SH SOLE 0 0 378 SPDR SER TR S&P DIVID ETF 78464A763 366474 2774 SH SOLE 0 0 2774 TESLA INC COM 88160R101 264111 654 SH SOLE 0 0 654 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14053834 188061 SH SOLE 0 0 188061 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 217009 2808 SH SOLE 0 0 2808 VANGUARD INDEX FDS VALUE ETF 922908744 9265408 54728 SH SOLE 0 0 54728 VANGUARD INDEX FDS SMALL CP ETF 922908751 8405203 34981 SH SOLE 0 0 34981 VANGUARD INDEX FDS GROWTH ETF 922908736 3068915 7477 SH SOLE 0 0 7477 VANGUARD INDEX FDS SM CP VAL ETF 922908611 906767 4575 SH SOLE 0 0 4575 VANGUARD INDEX FDS LARGE CAP ETF 922908637 691607 2564 SH SOLE 0 0 2564 VANGUARD INDEX FDS SML CP GRW ETF 922908595 669544 2391 SH SOLE 0 0 2391 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 640053 1188 SH SOLE 0 0 1188 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 14286911 121611 SH SOLE 0 0 121611 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 215862 2767 SH SOLE 0 0 2767 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 200541 2245 SH SOLE 0 0 2245 VANGUARD STAR FDS VG TL INTL STK F 921909768 228573 3879 SH SOLE 0 0 3879 VANGUARD WORLD FD ENERGY ETF 92204A306 898501 7407 SH SOLE 0 0 7407 VISA INC COM CL A 92826C839 229278 725 SH SOLE 0 0 725 WALMART INC COM 931142103 277066 3067 SH SOLE 0 0 3067