Hershey-Financial-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  "VDE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "EQT",
  "ANET",
  "VHT",
  "IJK",
  null,
  "SPDW",
  null,
  "SPYG",
  null,
  "BIV",
  "VNQ",
  "VXF",
  "VV",
  null,
  null,
  null,
  "AXON",
  "EL",
  null,
  "SCHB",
  "LUV",
  null,
  null,
  "VGT",
  null,
  "VUG",
  "VFH",
  "MGK",
  "VONE",
  "BND",
  "BSV",
  "VOO",
  null,
  null,
  null,
  "SCHG",
  "LH",
  "ROL",
  "MTUM",
  null,
  null,
  null,
  null,
  "PAYC",
  "LULU",
  "DE",
  null,
  null
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-11
Total Holdings: 63
Total Value: 113551273
Accession Number: 0002034214-25-000001
Form Type: 13F-HR
CIK: hershey-financial-advisers
Manager Name: Hershey-Financial-Advisers

Data Enrichment

51% identified

32 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $113.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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921937835

BND|921937835

Shares:5.1K

Value:$369.3K

% of Portfolio:0.3% ($369.3K/$113.6M)

72201R866

Shares:5.4K

Value:$277.4K

% of Portfolio:0.2% ($277.4K/$113.6M)

922908652

VXF|922908652

Shares:1.4K

Value:$262.7K

% of Portfolio:0.2% ($262.7K/$113.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	5.1K	QoQ- YoY-	All Managers (Combined)	$369.3K	0.3% ($369.3K/$113.6M)	QoQ- YoY-
(cusip72201R866)✕	5.4K	QoQ- YoY-	All Managers (Combined)	$277.4K	0.2% ($277.4K/$113.6M)	QoQ- YoY-
(VXFcusip922908652)	1.4K	QoQ- YoY-	All Managers (Combined)	$262.7K	0.2% ($262.7K/$113.6M)	QoQ- YoY-