Filer Name: HERSHEY FINANCIAL ADVISERS, LLC
CIK: 2034214
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 63
Portfolio Value: $0.11B

Hershey Financial Advisers, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 106,084 $10M 8.54% -65.8% -
BILS US SPDR BLOOMBERG 3-12 MONTH T- 62,334 $6M 5.44% -74.7% -
MINT US PIMCO ENHANCED SHORT MATURIT 41,601 $4M 3.68% 100.0% -
AGZD US WISDOMTREE TRUST WISDOMTREE 181,235 $4M 3.58% 100.0% -
TFLO US ISHARES TREASURY FLOATING RA 79,051 $4M 3.51% 100.0% -
USFR US WISDOMTREE FLOATING RATE TRE 78,893 $4M 3.50% 100.0% -
CWB US SPDR BLOOMBERG CONVERTIBLE S 50,921 $4M 3.49% 97825.0% -
ILCG US ISHARES MORNINGSTAR GROWTH E 43,206 $4M 3.41% 97.6% -
SCHR US SCHWAB INTERMEDIATE-TERM US 159,163 $4M 3.40% 100.0% -
GBIL US GOLDMAN SACHS ACCESS TREASUR 38,679 $4M 3.40% 100.0% -
SCHG US SCHWAB US LARGE-CAP GROWTH 124,342 $3M 3.05% 571.3% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 31,154 $3M 2.41% 47829.2% -
040413205 - ARISTA NETWORKS INC 21,206 $2M 2.06% 100.0% -
LUV US SOUTHWEST AIRLINES CO 57,092 $2M 1.69% 15892.2% -
VOX US VANGUARD COMMUNICATION SERVI 12,118 $2M 1.65% -6.8% -
VFH US VANGUARD FINANCIALS ETF 15,757 $2M 1.64% -5.2% -
MGK US VANGUARD MEGA CAP GROWTH ETF 5,340 $2M 1.61% 7.0% -
VCR US VANGUARD CONSUMER DISCRE ETF 4,870 $2M 1.61% -4.0% -
VPU US VANGUARD UTILITIES ETF 11,089 $2M 1.60% -4.0% -
VGT US VANGUARD INFO TECH ETF 2,893 $2M 1.58% -7.3% -
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