| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 1 | Q2 2024 | 25.6% |
| SPDR SER TR | 1 | Q2 2024 | 22.0% |
| NVIDIA CORPORATION | 1 | Q2 2024 | 1.8% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 1.7% |
| CARNIVAL CORP | 1 | Q2 2024 | 1.6% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 1.6% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 1.6% |
| ISHARES TR | 1 | Q2 2024 | 1.6% |
| TRANE TECHNOLOGIES PLC | 1 | Q2 2024 | 1.6% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 1.5% |
View Hershey Financial Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-19 |
View Hershey Financial Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.