Hershey Financial Advisers

Hershey Financial Advisers as of Dec. 31, 2025

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 78 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $5.0M 67k 74.07
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.7 $4.4M 38k 115.10
Spdr Series Trust State Street Spd (BIL) 3.7 $4.3M 47k 91.37
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.5 $4.1M 84k 49.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.3 $4.0M 66k 59.93
Ishares Tr TRS FLT RT BD (TFLO) 3.3 $3.9M 78k 50.46
Spdr Series Trust State Street Spd (SPIB) 3.3 $3.9M 115k 33.81
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.3 $3.9M 40k 96.16
Spdr Series Trust State Street Spd (CWB) 3.1 $3.6M 41k 89.20
Spdr Series Trust State Street Spd (BILS) 2.9 $3.4M 35k 99.31
Vanguard World Comm Srvc Etf (VOX) 1.6 $1.9M 10k 193.64
Micron Technology (MU) 1.6 $1.9M 6.6k 285.43
Vanguard World Health Car Etf (VHT) 1.6 $1.9M 6.5k 287.86
Vanguard World Inf Tech Etf (VGT) 1.6 $1.9M 2.5k 753.79
Ishares Tr Msci Eafe Min Vl (EFAV) 1.6 $1.9M 22k 86.25
Vanguard World Industrial Etf (VIS) 1.5 $1.8M 6.0k 298.39
Vanguard World Financials Etf (VFH) 1.5 $1.8M 13k 133.49
Vanguard World Consum Dis Etf (VCR) 1.5 $1.8M 4.5k 393.93
Vanguard World Utilities Etf (VPU) 1.5 $1.8M 9.6k 185.04
Ishares Tr Esg Msci Kld 400 (DSI) 1.5 $1.7M 14k 128.83
Vanguard World Materials Etf (VAW) 1.5 $1.7M 8.3k 207.56
Ishares Tr U S Equity Factr (LRGF) 1.5 $1.7M 25k 69.43
Vanguard World Energy Etf (VDE) 1.4 $1.7M 14k 125.92
Wisdomtree Tr Us Largecap Fund (EPS) 1.4 $1.7M 24k 70.86
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 1.4 $1.7M 22k 75.59
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $1.7M 18k 94.16
Expedia Group Com New (EXPE) 1.4 $1.7M 5.9k 283.31
Applied Materials (AMAT) 1.4 $1.7M 6.5k 256.99
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.4 $1.6M 22k 75.05
Dollar Tree (DLTR) 1.4 $1.6M 13k 123.01
Dollar General (DG) 1.4 $1.6M 12k 132.77
Albemarle Corporation (ALB) 1.4 $1.6M 12k 141.44
Align Technology (ALGN) 1.4 $1.6M 10k 156.15
Vanguard World Consum Stp Etf (VDC) 1.3 $1.6M 7.6k 211.25
Eli Lilly & Co. (LLY) 1.3 $1.6M 1.5k 1074.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.5M 2.4k 627.13
Tesla Motors (TSLA) 1.3 $1.5M 3.3k 449.72
Ishares Tr S&p 100 Etf (OEF) 1.2 $1.4M 4.0k 342.97
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.3M 6.0k 219.78
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $1.2M 12k 104.07
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.2M 16k 77.88
Vanguard Bd Index Fds Long Term Bond (BLV) 1.0 $1.2M 18k 69.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.2M 5.9k 198.62
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.2M 13k 88.49
Raytheon Technologies Corp (RTX) 1.0 $1.1M 6.2k 183.40
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.0 $1.1M 12k 91.40
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $1.1M 3.6k 309.00
Ishares Tr Core Univrsl Usd (IUSB) 0.9 $1.1M 24k 46.54
American Centy Etf Tr Focused Dynamic (FDG) 0.9 $1.1M 8.6k 126.84
Vanguard World Mega Cap Index (MGC) 0.9 $1.1M 4.3k 251.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.1M 14k 78.81
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.9 $1.0M 8.3k 127.11
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.9 $1.0M 17k 63.18
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.9 $1.0M 24k 43.03
Ishares Tr Morningstar Grwt (ILCG) 0.8 $950k 9.1k 104.04
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $638k 16k 39.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $608k 23k 26.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $601k 14k 44.41
Ishares Tr Core Intl Aggr (IAGG) 0.5 $600k 12k 50.01
First Tr Exchange-traded SHS (FDL) 0.5 $587k 13k 44.34
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $584k 9.8k 59.28
Ishares Tr Core S&p500 Etf (IVV) 0.5 $582k 850.00 684.94
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $580k 3.5k 167.94
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $529k 2.1k 250.31
NVIDIA Corporation (NVDA) 0.4 $519k 2.8k 186.50
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $506k 14k 36.82
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $494k 9.1k 54.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $492k 15k 32.62
Microsoft Corporation (MSFT) 0.4 $482k 997.00 483.62
Vanguard Index Fds Large Cap Etf (VV) 0.4 $478k 1.5k 314.88
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.4 $476k 7.0k 68.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $418k 8.5k 49.46
Vanguard World Extended Dur (EDV) 0.3 $387k 5.9k 65.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $370k 1.8k 209.12
Apple (AAPL) 0.3 $343k 1.3k 271.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $306k 6.1k 50.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $277k 886.00 313.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $215k 4.1k 52.41