account_balance
Investment manager · 13F filer · SEC CIK 1840268
Hoese & Co LLP
Reported value$152Mas of Sep 30, 2026
Positions173 2 new, 12 sold out
Top 10 weight72.2%IEI alone is 17%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEIiShares Tr 3 7 Yr Treas Bd
17.0%
IVViShares Tr Core S&p500 ETF
12.0%
SPHQInvesco Exchange Traded Fd Ts&p500 Quality
9.0%
DYNFiShares US Eqty Fac Rotation
7.3%
DGROiShares Tr Core Div Grwth
6.1%
IETCiShares U S ETF Tr U.S. Tech Indepd
5.9%
VIGVanguard Specialized Funds Div App ETF
5.3%
VOOVanguard Index FDS S&P 500 ETF SHS
3.3%
QUALiShares Tr MSCI USA QLT FCT
3.2%−4%
VTIPVanguard Malvern FDS STRM Infproidx
3.2%
IGEBiShares Tr Invt Grad Sy ETF
3.1%
VTIVanguard Total Stock Market ETF
2.9%
IEIiShares Tr 3 7 Yr Treas Bd
17.0%
IVViShares Tr Core S&p500 ETF
12.0%
SPHQInvesco Exchange Traded Fd Ts&p500 Quality
9.0%
DYNFiShares US Eqty Fac Rotation
7.3%
DGROiShares Tr Core Div Grwth
6.1%
IETCiShares U S ETF Tr U.S. Tech Indepd
5.9%
VIGVanguard Specialized Funds Div App ETF
5.3%
VOO3.3%
QUAL
VTIP
IGEB
VTI2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEI iShares Tr 3 7 Yr Treas Bd 17.0% Held
IVV iShares Tr Core S&p500 ETF 12.0% Held
SPHQ Invesco Exchange Traded Fd Ts&p500 Quality 9.0% Held
DYNF iShares US Eqty Fac Rotation 7.3% Held
DGRO iShares Tr Core Div Grwth 6.1% Held
IETC iShares U S ETF Tr U.S. Tech Indepd 5.9% Held
VIG Vanguard Specialized Funds Div App ETF 5.3% Held
VOO Vanguard Index FDS S&P 500 ETF SHS 3.3% Held
QUAL iShares Tr MSCI USA QLT FCT 3.2% Trimmed −4%
VTIP Vanguard Malvern FDS STRM Infproidx 3.2% Held
IGEB iShares Tr Invt Grad Sy ETF 3.1% Held
VTI Vanguard Total Stock Market ETF 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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