Fund HoldingsHershey Financial Advisers, LLC

Total Portfolio Value
$113.55M
Total Bought
$113.55M
Total Sold
$0
Net Transaction
+$113.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0106,084+106,08409,6998.54%+9,699
SPDR SER TR
ST STR BL 12 ETF
062,334+62,33406,1805.44%+6,180
PIMCO ETF TR
ENHAN SHRT MA AC
041,601+41,60104,1743.68%+4,174
WISDOMTREE TR(WT)0181,235+181,23504,0713.58%+4,071
ISHARES TR
TRS FLT RT BD
079,051+79,05103,9903.51%+3,990
WISDOMTREE TR(WT)078,893+78,89303,9703.50%+3,970
SPDR SER TR
ST STR CONV ETF
050,921+50,92103,9663.49%+3,966
ISHARES TR043,206+43,20603,8713.41%+3,871
SCHWAB STRATEGIC TR0159,163+159,16303,8663.40%+3,866
GOLDMAN SACHS ETF TR038,679+38,67903,8653.40%+3,865
SCHWAB STRATEGIC TR0124,342+124,34203,4653.05%+3,465
SPDR SER TR
ST STR P500GRW
031,154+31,15402,7382.41%+2,738
ARISTA NETWORKS INC(ANET)021,206+21,20602,3442.06%+2,344
SOUTHWEST AIRLS CO(LUV)057,092+57,09201,9191.69%+1,919
VANGUARD WORLD FD
COMM SRVC ETF
012,118+12,11801,8781.65%+1,878
VANGUARD WORLD FD
FINANCIALS ETF
015,757+15,75701,8601.64%+1,860
VANGUARD WORLD FD05,340+5,34001,8341.61%+1,834
VANGUARD WORLD FD
CONSUM DIS ETF
04,870+4,87001,8281.61%+1,828
VANGUARD WORLD FD
UTILITIES ETF
011,089+11,08901,8121.60%+1,812
VANGUARD WORLD FD
INF TECH ETF
02,893+2,89301,7991.58%+1,799
VANGUARD BD INDEX FDS023,034+23,03401,7801.57%+1,780
VANGUARD INDEX FDS04,333+4,33301,7781.57%+1,778
VANGUARD WORLD FD
INDUSTRIAL ETF
06,861+6,86101,7451.54%+1,745
FIDELITY COMWLTH TR022,667+22,66701,7241.52%+1,724
DEERE & CO(DE)04,010+4,01001,6991.50%+1,699
LABCORP HOLDINGS INC(LH)07,335+7,33501,6821.48%+1,682
ISHARES TR
U S EQUITY FACTR
027,866+27,86601,6821.48%+1,682
VANGUARD WORLD FD
CONSUM STP ETF
07,897+7,89701,6691.47%+1,669
VANGUARD INDEX FDS018,642+18,64201,6611.46%+1,661
SCHWAB STRATEGIC TR070,999+70,99901,6121.42%+1,612
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
013,879+13,87901,5981.41%+1,598
LAUDER ESTEE COS INC(EL)020,504+20,50401,5371.35%+1,537
AXON ENTERPRISE INC(AXON)02,479+2,47901,4731.30%+1,473
ROLLINS INC(ROL)028,576+28,57601,3241.17%+1,324
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
04,807+4,80701,2821.13%+1,282
VANGUARD INDEX FDS04,471+4,47101,2061.06%+1,206
FIDELITY COVINGTON TRUST019,768+19,76801,1981.05%+1,198
ISHARES TR010,710+10,71001,1811.04%+1,181
VANGUARD INDEX FDS02,082+2,08201,1220.99%+1,122
VANGUARD WORLD FD
ENERGY ETF
09,186+9,18601,1140.98%+1,114
VANGUARD WORLD FD
MATERIALS ETF
05,896+5,89601,1080.98%+1,108
VANGUARD WORLD FD
HEALTH CAR ETF
04,237+4,23701,0750.95%+1,075
EQT CORP(EQT)022,265+22,26501,0270.90%+1,027
ISHARES TR017,887+17,88701,0250.90%+1,025
ISHARES TR
CORE UNIVRSL USD
019,032+19,03208600.76%+860
PAYCOM SOFTWARE INC(PAYC)03,967+3,96708130.72%+813
LULULEMON ATHLETICA INC(LULU)01,889+1,88907220.64%+722
VANGUARD MALVERN FDS014,449+14,44907000.62%+700
VANGUARD BD INDEX FDS09,358+9,35806990.62%+699
AMERICAN CENTY ETF TR05,168+5,16805370.47%+537
ISHARES TR
CORE INTL AGGR
010,615+10,61505300.47%+530
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
05,087+5,08705250.46%+525
T ROWE PRICE ETF INC
PRICE BLUE CHIP
012,468+12,46805250.46%+525
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
07,529+7,52905050.44%+505
ISHARES TR04,891+4,89104970.44%+497
ISHARES TR
MSCI USA MMENTM
02,298+2,29804760.42%+476
ISHARES TR01,985+1,98504670.41%+467
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
07,958+7,95804640.41%+464
ISHARES TR05,073+5,07304610.41%+461
SPDR INDEX SHS FDS
ST STR PO EX ETF
012,541+12,54104280.38%+428
VANGUARD BD INDEX FDS05,135+5,13503690.33%+369
PIMCO ETF TR
INTER MUN BD ACT
05,363+5,36302770.24%+277
VANGUARD INDEX FDS01,383+1,38302630.23%+263
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