Hershey Financial Advisers

Hershey Financial Advisers as of March 31, 2026

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Conv Bd Etf (ICVT) 5.5 $6.4M 63k 101.79
Spdr Series Trust State Street Spd (BIL) 4.9 $5.6M 62k 91.64
Spdr Series Trust State Street Spd (CWB) 4.0 $4.7M 51k 91.52
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.5 $4.1M 142k 28.72
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.4 $3.9M 38k 103.43
Goldman Sachs Etf Tr Acces Treasury (GBIL) 3.4 $3.9M 39k 100.19
Ishares Tr TRS FLT RT BD (TFLO) 3.3 $3.8M 75k 50.63
Ishares Tr Core 40/60 Moder (AOM) 3.3 $3.8M 80k 47.37
First Tr Exchange-traded SHS (FDL) 2.5 $2.9M 57k 50.80
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.3 $2.7M 23k 116.29
Spdr Series Trust State Street Spd (BILS) 2.1 $2.4M 25k 99.54
Applied Materials (AMAT) 2.0 $2.3M 6.8k 341.79
Dell Technologies CL C (DELL) 1.9 $2.2M 13k 164.13
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.9 $2.2M 32k 67.92
Albemarle Corporation (ALB) 1.9 $2.2M 12k 179.53
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.8 $2.1M 28k 75.19
Vanguard World Energy Etf (VDE) 1.8 $2.1M 12k 173.04
Align Technology (ALGN) 1.6 $1.8M 11k 171.43
Apa Corporation (APA) 1.5 $1.8M 42k 42.44
Vanguard Index Fds Growth Etf (VUG) 1.5 $1.8M 4.1k 436.79
Vanguard World Utilities Etf (VPU) 1.5 $1.7M 8.7k 198.14
Ge Vernova (GEV) 1.5 $1.7M 2.0k 872.90
Vanguard World Industrial Etf (VIS) 1.5 $1.7M 5.5k 312.23
Vanguard World Materials Etf (VAW) 1.5 $1.7M 7.5k 225.35
Vanguard World Health Car Etf (VHT) 1.4 $1.6M 5.9k 272.34
First Tr Exchange-traded A Com Shs (FEX) 1.4 $1.6M 13k 121.93
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 1.4 $1.6M 13k 126.97
Western Digital (WDC) 1.4 $1.6M 5.8k 270.49
Vanguard World Consum Stp Etf (VDC) 1.3 $1.6M 6.9k 224.61
Corning Incorporated (GLW) 1.3 $1.5M 11k 135.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.5M 2.5k 597.55
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.5M 17k 88.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.4M 18k 78.41
Ishares Tr Core Univrsl Usd (IUSB) 1.2 $1.4M 30k 46.19
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 1.2 $1.3M 10k 130.21
Raytheon Technologies Corp (RTX) 1.1 $1.2M 6.3k 192.90
Fidelity Covington Trust Low Volity Etf (FDLO) 1.0 $1.2M 19k 64.59
FedEx Corporation (FDX) 1.0 $1.2M 3.4k 356.18
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $1.2M 13k 92.74
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $1.2M 13k 92.76
Vanguard World Comm Srvc Etf (VOX) 1.0 $1.1M 6.3k 179.85
Wisdomtree Tr Us High Dividend (DHS) 1.0 $1.1M 10k 109.22
Vanguard World Inf Tech Etf (VGT) 0.9 $1.1M 1.6k 697.73
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.9 $1.1M 24k 44.18
Vanguard World Consum Dis Etf (VCR) 0.9 $1.0M 2.9k 359.04
Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.0M 11k 95.48
Vanguard World Financials Etf (VFH) 0.9 $1.0M 8.5k 120.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $976k 13k 77.18
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $971k 14k 68.78
Harbor Etf Trust Harbor Commodity (HGER) 0.7 $860k 28k 31.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $775k 16k 49.95
Ishares Tr Core Intl Aggr (IAGG) 0.7 $768k 15k 50.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $712k 9.7k 73.64
Spdr Index Shs Fds State Street Spd (SPDW) 0.5 $617k 14k 45.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $614k 16k 38.86
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $578k 11k 52.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $534k 2.2k 239.99
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $533k 9.8k 54.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $509k 6.4k 79.27
Spdr Series Trust State Street Spd (FLRN) 0.4 $506k 16k 30.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $506k 5.0k 100.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $503k 8.6k 58.54
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $502k 2.0k 248.84
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $469k 4.2k 112.11
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.4 $469k 3.7k 125.93
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $466k 3.2k 145.02
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $456k 7.4k 61.32
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $455k 10k 45.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $385k 13k 29.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $372k 1.8k 205.80
Micron Technology (MU) 0.3 $341k 1.0k 337.99
NVIDIA Corporation (NVDA) 0.3 $317k 1.8k 174.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $304k 6.1k 49.89
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $292k 11k 26.20
Microsoft Corporation (MSFT) 0.2 $272k 736.00 370.17
Vanguard World Extended Dur (EDV) 0.2 $265k 4.1k 64.95
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $249k 4.9k 50.61
First Tr Exchange-traded SHS (FVD) 0.2 $241k 5.1k 47.03
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $227k 2.5k 92.28
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $200k 4.3k 46.91