Long-term investor
Hoge Financial Services, LLC @hogefinancialservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989834).
Record
- Tracked since 2025-12-31 (261 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IWB · 21.9% · long · since 2025-12-31
- BIV · 13.4% · long · since 2025-12-31
- VT · 9.5% · long · since 2025-12-31
- VTV · 7.0% · long · since 2025-12-31
- VB · 5.8% · long · since 2025-12-31
- EFA · 5.4% · long · since 2025-12-31
- FLOT · 5.3% · long · since 2025-12-31
- EEM · 2.6% · long · since 2025-12-31
- IFRA · 2.0% · long · since 2025-12-31
- NVDA · 1.9% · long · since 2025-12-31
- VUG · 1.7% · long · since 2025-12-31
- QCOM · 1.6% · long · since 2025-12-31