Hershey Financial Advisers, LLC 13F Holdings
CIK 0002034214 · LANCASTER, PA
As of Sep 30, 2025, Hershey Financial Advisers, LLC reported 76 positions worth
CIK 0002034214 · LANCASTER, PA
As of Sep 30, 2025, Hershey Financial Advisers, LLC reported 76 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 56,895 | $5.2M | 4.47% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 45,811 | $4.6M | 3.91% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 39,217 | $4.5M | 3.83% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 44,537 | $4.5M | 3.82% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 132,906 | $4.0M | 3.39% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 75,296 | $3.8M | 3.27% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 34,146 | $3.8M | 3.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 108,194 | $3.7M | 3.14% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 37,704 | $3.6M | 3.12% |
| INVESCO EXCH TRADED FD TR II | — | — | 129,498 | $3.5M | 3.03% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 90,705 | $2.9M | 2.48% |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 128,504 | $2.5M | 2.15% |
| APPLIED MATERIALS INC | AMAT | Technology | 11,255 | $2.3M | 1.98% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 21,056 | $2.2M | 1.89% |
| ALLSTATE CORP | ALL | Financial Services | 9,319 | $2.0M | 1.71% |
| VANGUARD COMMUNICATION SERVICES INDEX FUND | VOX | — | 10,430 | $2.0M | 1.68% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 2,593 | .9M | 1.66% |
| VANGUARD WORLD FUND | MGK | — | 4,684 | .9M | 1.62% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 9,926 | .9M | 1.61% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 4,716 | .9M | 1.60% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 6,275 | .9M | 1.59% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 13,927 | .8M | 1.57% |
| VANGUARD MATERIALS INDEX FUND | VAW | — | 8,590 | .8M | 1.51% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 13,936 | .8M | 1.50% |
| INVESCO BUYBACK ACHIEVERS ETF | PKW | — | 13,206 | .7M | 1.50% |