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  Name: HOGE FINANCIAL SERVICES LLC
  City: CANONSBURG
  State: PA
  Zip: 15317
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,462,000
  Total Value Change : $22,715,000
  Securities Held Change : 7
   
All Securities Held : 53
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 30
  Unchanged Positions : 2
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 4 - $81.36 $8,611,000 107,823 7.03% -38,000 -6,962 0.015    Closed - End Fund - E...
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 7 - $0.00 $6,927,000 135,669 5.66% -452,000 -10,099 0.012    N/A
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 13 - $68.27 $2,346,000 34,947 1.92% -416,000 -8,434 0.006    N/A
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 14 - $163.38 $1,372,000 9,418 1.12% 168,000 -72 0.005    Auto Parts
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 15 - $130.89 $1,216,000 9,232 0.99% -552,000 -5,846 0.016    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 17 - $189.97 $926,000 4,827 0.76% 44,000 -71 0.004    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 23 - $255.17 $704,000 2,700 0.57% 50,000 -3 0.005    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 24 - $54.68 $560,000 10,852 0.46% -69,000 -1,588 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 28 - $485.97 $508,000 1,057 0.41% -127,000 -397 0    Closed - End Fund - E...
   (RWO)1 Year Chart         RWO Spdr Index Shares Fd 29 - $42.36 $494,000 11,528 0.4% -192,000 -4,155 0.032    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 42 - $97.08 $289,000 2,952 0.24% -259,000 -2,569 0    Closed - End Fund - E...
   (KO)1 Year Chart         KO Coca-Cola Co 49 - $63.32 $222,000 3,628 0.18% -38,000 -792 0    Beverage Soft Drinks...
      12 Records Found
  1    
Page 1 of 1
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