Hershey Financial Advisers, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Hershey Financial Advisers, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ICVT | ISHARES TR | 5.55% | 6.421 M $ | 63082 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 4.88% | 5.647 M $ | 61626 | 2025/06/30 | 12.308 K $ | 0.28 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 4.02% | 4.657 M $ | 50884 | 2025/12/31 | 94.085 K $ | 2.60 % |
| 2026/03/31 | ANGL | VANECK ETF TRUST | 3.52% | 4.081 M $ | 142113 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | STIP | ISHARES TR | 3.36% | 3.897 M $ | 37673 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GBIL | GOLDMAN SACHS ETF TR | 3.35% | 3.880 M $ | 38724 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TFLO | ISHARES TR | 3.27% | 3.791 M $ | 74870 | 2025/12/31 | 13.295 K $ | 0.34 % |
| 2026/03/31 | AOM | ISHARES TR | 3.26% | 3.781 M $ | 79809 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FDL | FIRST TR EXCHANGE-TRADED FD | 2.48% | 2.869 M $ | 56470 | 2025/12/31 | 85.530 K $ | 14.57 % |
| 2026/03/31 | BOXX | EA SERIES TRUST | 2.30% | 2.660 M $ | 22872 | 2025/06/30 | 45.160 K $ | 1.03 % |
| 2026/03/31 | BILS | SPDR SERIES TRUST | 2.11% | 2.442 M $ | 24557 | 2025/06/30 | 7.604 K $ | 0.22 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 2.01% | 2.332 M $ | 6823 | 2025/09/30 | 549.164 K $ | 33.00 % |
| 2026/03/31 | DELL | DELL TECHNOLOGIES INC | 1.88% | 2.172 M $ | 13235 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JMOM | J P MORGAN EXCHANGE TRADED F | 1.87% | 2.170 M $ | 31956 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ALB | ALBEMARLE CORP | 1.87% | 2.165 M $ | 12058 | 2025/12/31 | 438.263 K $ | 26.93 % |
| 2026/03/31 | SPHQ | INVESCO EXCHANGE TRADED FD T | 1.84% | 2.128 M $ | 28305 | 2025/12/31 | 3.075 K $ | 0.19 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 1.82% | 2.109 M $ | 12187 | 2025/06/30 | 634.517 K $ | 37.42 % |
| 2026/03/31 | ALGN | ALIGN TECHNOLOGY INC | 1.58% | 1.827 M $ | 10655 | 2025/12/31 | 157.108 K $ | 9.79 % |
| 2026/03/31 | APA | APA CORPORATION | 1.55% | 1.795 M $ | 42287 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 1.55% | 1.790 M $ | 4097 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VPU | VANGUARD WORLD FD | 1.49% | 1.725 M $ | 8706 | 2025/06/30 | 125.235 K $ | 7.08 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 1.49% | 1.723 M $ | 1974 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VIS | VANGUARD WORLD FD | 1.48% | 1.711 M $ | 5479 | 2025/06/30 | 83.607 K $ | 4.64 % |
| 2026/03/31 | VAW | VANGUARD WORLD FD | 1.47% | 1.698 M $ | 7537 | 2025/06/30 | 147.514 K $ | 8.57 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 1.40% | 1.617 M $ | 5939 | 2025/06/30 | -100.864 K $ | -5.39 % |
| 2026/03/31 | FEX | FIRST TR EXCHANGE-TRADED ALP | 1.39% | 1.613 M $ | 13231 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | QQEW | FIRST TR EXCHANGE-TRADED FD | 1.39% | 1.612 M $ | 12697 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WDC | WESTERN DIGITAL CORP | 1.35% | 1.567 M $ | 5793 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VDC | VANGUARD WORLD FD | 1.34% | 1.551 M $ | 6907 | 2025/06/30 | 100.912 K $ | 6.32 % |
| 2026/03/31 | GLW | CORNING INC | 1.30% | 1.509 M $ | 11101 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 1.30% | 1.502 M $ | 2513 | 2025/06/30 | -72.056 K $ | -4.72 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 1.28% | 1.479 M $ | 16677 | 2025/06/30 | 2.754 K $ | 0.24 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 1.22% | 1.417 M $ | 18066 | 2025/06/30 | -5.382 K $ | -0.51 % |
| 2026/03/31 | IUSB | ISHARES TR | 1.18% | 1.371 M $ | 29677 | 2025/06/30 | -8.309 K $ | -0.75 % |
| 2026/03/31 | JPUS | J P MORGAN EXCHANGE TRADED F | 1.17% | 1.350 M $ | 10367 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RTX | RTX CORPORATION | 1.06% | 1.223 M $ | 6342 | 2025/12/31 | 59.128 K $ | 5.18 % |
| 2026/03/31 | FDLO | FIDELITY COVINGTON TRUST | 1.04% | 1.210 M $ | 18727 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | FDX | FEDEX CORP | 1.03% | 1.195 M $ | 3355 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | USMV | ISHARES TR | 1.01% | 1.171 M $ | 12624 | 2025/12/31 | -25.426 K $ | -1.51 % |
| 2026/03/31 | FTCS | FIRST TR EXCHANGE-TRADED FD | 1.00% | 1.160 M $ | 12505 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VOX | VANGUARD WORLD FD | 0.98% | 1.140 M $ | 6338 | 2025/06/30 | -138.589 K $ | -7.12 % |
| 2026/03/31 | DHS | WISDOMTREE TR | 0.96% | 1.114 M $ | 10197 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.95% | 1.099 M $ | 1575 | 2025/06/30 | -138.916 K $ | -7.44 % |
| 2026/03/31 | FCVT | FIRST TR EXCHANGE-TRADED FD | 0.93% | 1.075 M $ | 24336 | 2025/12/31 | 27.013 K $ | 2.67 % |
| 2026/03/31 | VCR | VANGUARD WORLD FD | 0.90% | 1.042 M $ | 2903 | 2025/06/30 | -158.644 K $ | -8.86 % |
| 2026/03/31 | ILCG | ISHARES TR | 0.90% | 1.040 M $ | 10895 | 2025/06/30 | -78.135 K $ | -8.23 % |
| 2026/03/31 | VFH | VANGUARD WORLD FD | 0.89% | 1.029 M $ | 8514 | 2025/06/30 | -170.457 K $ | -9.50 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.84% | 975.710 K $ | 12642 | 2025/06/30 | -11.022 K $ | -0.90 % |
| 2026/03/31 | BLV | VANGUARD BD INDEX FDS | 0.84% | 971.449 K $ | 14124 | 2025/06/30 | -12.915 K $ | -1.06 % |
| 2026/03/31 | HGER | HARBOR ETF TRUST | 0.74% | 859.566 K $ | 27719 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 0.67% | 774.574 K $ | 15507 | 2025/06/30 | 4.140 K $ | 0.99 % |
| 2026/03/31 | IAGG | ISHARES TR | 0.66% | 767.864 K $ | 15345 | 2025/06/30 | 359.000 $ | 0.06 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.61% | 712.099 K $ | 9670 | 2025/06/30 | -28.929 K $ | -0.58 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.53% | 616.823 K $ | 13512 | 2025/06/30 | 16.787 K $ | 2.79 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.53% | 613.716 K $ | 15793 | 2025/06/30 | -11.763 K $ | -1.84 % |
| 2026/03/31 | MUNI | PIMCO ETF TR | 0.50% | 578.318 K $ | 11081 | 2025/12/31 | -902.000 $ | -0.42 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.46% | 533.978 K $ | 2225 | 2025/06/30 | -21.816 K $ | -4.12 % |
| 2026/03/31 | DGCB | DIMENSIONAL ETF TRUST | 0.46% | 533.119 K $ | 9848 | 2025/06/30 | -1.002 K $ | -0.20 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.44% | 509.072 K $ | 6422 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FLRN | SPDR SERIES TRUST | 0.44% | 506.116 K $ | 16443 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IJK | ISHARES TR | 0.44% | 506.036 K $ | 5029 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 0.43% | 503.210 K $ | 8596 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWY | ISHARES TR | 0.43% | 501.661 K $ | 2016 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 0.41% | 469.068 K $ | 4184 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | PWB | INVESCO EXCHANGE TRADED FD T | 0.40% | 468.460 K $ | 3720 | 2025/12/31 | -9.745 K $ | -0.93 % |
| 2026/03/31 | XMMO | INVESCO EXCHANGE TRADED FD T | 0.40% | 466.239 K $ | 3215 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | JQUA | J P MORGAN EXCHANGE TRADED F | 0.39% | 455.997 K $ | 7436 | 2025/06/30 | -30.643 K $ | -2.94 % |
| 2026/03/31 | MINO | PIMCO ETF TR | 0.39% | 455.449 K $ | 10083 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.33% | 384.837 K $ | 13211 | 2025/06/30 | -52.580 K $ | -10.70 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 0.32% | 371.674 K $ | 1806 | 2025/06/30 | -5.873 K $ | -1.59 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.29% | 340.686 K $ | 1008 | 2025/12/31 | 346.300 K $ | 18.37 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.27% | 317.060 K $ | 1818 | 2025/06/30 | -33.662 K $ | -6.49 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.26% | 304.279 K $ | 6099 | 2025/12/31 | -2.435 K $ | -0.80 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.25% | 292.052 K $ | 11147 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.24% | 272.445 K $ | 736 | 2025/06/30 | -113.109 K $ | -23.46 % |
| 2026/03/31 | EDV | VANGUARD WORLD FD | 0.23% | 265.256 K $ | 4084 | 2025/12/31 | -356.000 $ | -0.09 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.22% | 249.355 K $ | 4927 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.21% | 240.690 K $ | 5118 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BOND | PIMCO ETF TR | 0.20% | 227.101 K $ | 2461 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPEM | SPDR INDEX SHS FDS | 0.17% | 200.259 K $ | 4269 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XLG | INVESCO EXCHANGE TRADED FD T | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAPL | APPLE INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSLA | TESLA INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | LRGF | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | NOBL | PROSHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EPS | WISDOMTREE TR | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPIB | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | LVHI | LEGG MASON ETF INVT | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VNLA | JANUS DETROIT STR TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | USMC | PRINCIPAL EXCHANGE TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EFAV | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EXPE | EXPEDIA GROUP INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DG | DOLLAR GEN CORP NEW | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DLTR | DOLLAR TREE INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ONEQ | FIDELITY COMWLTH TR | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | FQAL | FIDELITY COVINGTON TRUST | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | OEF | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVV | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |