The Analysis of Hershey Financial Advisers, LLC's Holdings
Currently, Hershey Financial Advisers, LLC holds 78 types of securities in its portfolio with a total value $118.3M. In the most recent quarter, they have increased their positions in BND (+64.4K shares, valued at $4.8M), VNLA (+84.3K shares, valued at $4.1M), VGIT (+66.0K shares, valued at $4.0M); decreased their positions in SCHG (-75.6K shares, valued at $2.5M), AMAT (-4.8K shares, valued at $1.2M), BILS (-11.2K shares, valued at $1.1M); initiated new positions in VNLA (+84.3K shares, valued at $4.1M), VGIT (+66.0K shares, valued at $4.0M), TFLO (+78.2K shares, valued at $3.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS67.3K shares2208.82%2025-12-312026-02-18
BOXX EA SERIES TRUST38.0K shares-3.23%2025-12-312026-02-18 BIL SPDR SERIES TRUST47.3K shares-16.79%2025-12-312026-02-18 VNLA JANUS DETROIT STR TR84.3K sharesnew addition2025-12-312026-02-18 VGIT VANGUARD SCOTTSDALE FDS66.0K sharesnew addition2025-12-312026-02-18 TFLO ISHARES TR78.2K sharesnew addition2025-12-312026-02-18 SPIB SPDR SERIES TRUST115.0K shares6.33%2025-12-312026-02-18 IEF ISHARES TR40.1K shares6.35%2025-12-312026-02-18 CWB SPDR SERIES TRUST40.6K sharesnew addition2025-12-312026-02-18 BILS SPDR SERIES TRUST34.6K shares-24.55%2025-12-312026-02-18 VOX VANGUARD WORLD FD10.1K shares-3.64%2025-12-312026-02-18 MU MICRON TECHNOLOGY INC6.6K sharesnew addition2025-12-312026-02-18 VHT VANGUARD WORLD FD6.5K shares32.90%2025-12-312026-02-18 VGT VANGUARD WORLD FD2.5K shares-4.44%2025-12-312026-02-18 EFAV ISHARES TR21.6K sharesnew addition2025-12-312026-02-18 VIS VANGUARD WORLD FD6.0K shares-3.73%2025-12-312026-02-18 VFH VANGUARD WORLD FD13.4K shares-3.48%2025-12-312026-02-18 VCR VANGUARD WORLD FD4.5K shares-3.58%2025-12-312026-02-18 VPU VANGUARD WORLD FD9.6K shares-3.69%2025-12-312026-02-18 DSI ISHARES TR13.6K shares56.72%2025-12-312026-02-18 VAW VANGUARD WORLD FD8.3K shares-3.47%2025-12-312026-02-18 LRGF ISHARES TR24.7K sharesnew addition2025-12-312026-02-18 VDE VANGUARD WORLD FD13.5K shares-3.37%2025-12-312026-02-18 EPS WISDOMTREE TR23.9K shares-2.29%2025-12-312026-02-18 FQAL FIDELITY COVINGTON TRUST22.3K shares3.02%2025-12-312026-02-18 USMV ISHARES TR17.9K sharesnew addition2025-12-312026-02-18 EXPE EXPEDIA GROUP INC5.9K sharesnew addition2025-12-312026-02-18 AMAT APPLIED MATLS INC6.5K shares-42.46%2025-12-312026-02-18 SPHQ INVESCO EXCHANGE TRADED FD T22.0K sharesnew addition2025-12-312026-02-18 DLTR DOLLAR TREE INC13.4K sharesnew addition2025-12-312026-02-18 DG DOLLAR GEN CORP NEW12.3K sharesnew addition2025-12-312026-02-18 ALB ALBEMARLE CORP11.5K sharesnew addition2025-12-312026-02-18 ALGN ALIGN TECHNOLOGY INC10.3K sharesnew addition2025-12-312026-02-18 VDC VANGUARD WORLD FD7.6K shares-3.25%2025-12-312026-02-18 LLY ELI LILLY & CO1.5K sharesnew addition2025-12-312026-02-18 TSLA TESLA INC3.3K shares62.92%2025-12-312026-02-18 OEF ISHARES TR4.0K sharesnew addition2025-12-312026-02-18 VIG VANGUARD SPECIALIZED FUNDS6.0K sharesnew addition2025-12-312026-02-18 NOBL PROSHARES TR11.8K sharesnew addition2025-12-312026-02-18 BIV VANGUARD BD INDEX FDS15.7K shares-13.58%2025-12-312026-02-18 BLV VANGUARD BD INDEX FDS17.5K shares-13.59%2025-12-312026-02-18 QUAL ISHARES TR5.9K sharesnew addition2025-12-312026-02-18 VNQ VANGUARD INDEX FDS13.1K shares-3.46%2025-12-312026-02-18 RTX RTX CORPORATION6.2K sharesnew addition2025-12-312026-02-18 ONEQ FIDELITY COMWLTH TR12.4K shares132.18%2025-12-312026-02-18 VONE VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-12-312026-02-18 IUSB ISHARES TR23.7K shares4.96%2025-12-312026-02-18 FDG AMERICAN CENTY ETF TR8.6K sharesnew addition2025-12-312026-02-18 MGC VANGUARD WORLD FD4.3K sharesnew addition2025-12-312026-02-18 BSV VANGUARD BD INDEX FDS13.5K shares-34.90%2025-12-312026-02-18 PWB INVESCO EXCHANGE TRADED FD T8.3K sharesnew addition2025-12-312026-02-18 JQUA J P MORGAN EXCHANGE TRADED F16.5K sharesnew addition2025-12-312026-02-18 FCVT FIRST TR EXCHANGE-TRADED FD23.5K sharesnew addition2025-12-312026-02-18 ILCG ISHARES TR9.1K shares-17.28%2025-12-312026-02-18 DFAC DIMENSIONAL ETF TRUST16.1K shares0.90%2025-12-312026-02-18 SCHB SCHWAB STRATEGIC TR23.2K shares-5.43%2025-12-312026-02-18 SPDW SPDR INDEX SHS FDS13.5K shares15.62%2025-12-312026-02-18 IAGG ISHARES TR12.0K shares4.53%2025-12-312026-02-18 FDL FIRST TR EXCHANGE-TRADED FD13.2K sharesnew addition2025-12-312026-02-18 XLG INVESCO EXCHANGE TRADED FD T9.8K sharesnew addition2025-12-312026-02-18 IVV ISHARES TR850 sharesnew addition2025-12-312026-02-18 IUSG ISHARES TR3.5K sharesnew addition2025-12-312026-02-18 MTUM ISHARES TR2.1K sharesnew addition2025-12-312026-02-18 NVDA NVIDIA CORPORATION2.8K shares24.87%2025-12-312026-02-18 LVHI LEGG MASON ETF INVT13.7K sharesnew addition2025-12-312026-02-18 DGCB DIMENSIONAL ETF TRUST9.1K shares0.00%2025-12-312026-02-18 SCHG SCHWAB STRATEGIC TR15.1K shares-83.39%2025-12-312026-02-18 MSFT MICROSOFT CORP997 shares-1.29%2025-12-312026-02-18 VV VANGUARD INDEX FDS1.5K sharesnew addition2025-12-312026-02-18 USMC PRINCIPAL EXCHANGE TRADED FD7.0K sharesnew addition2025-12-312026-02-18 VTIP VANGUARD MALVERN FDS8.5K shares-22.36%2025-12-312026-02-18 EDV VANGUARD WORLD FD5.9K sharesnew addition2025-12-312026-02-18 VXF VANGUARD INDEX FDS1.8K shares14.65%2025-12-312026-02-18 AAPL APPLE INC1.3K shares7.51%2025-12-312026-02-18 VTEB VANGUARD MUN BD FDS6.1K sharesnew addition2025-12-312026-02-18 ALPHABET INC ALPHABET INC886 shares6.11%2025-12-312026-02-18 MUNI PIMCO ETF TR4.1K sharesnew addition2025-12-312026-02-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available