Instuitional Investor - Hershey Financial Advisers, Llc
Fund Profile
Filing Period:
| Fund Name: | Hershey Financial Advisers, Llc |
| Portfolio Value | $115,799,771 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CONV BD ETF | 63,082 | $6,421,117 | 5.55% | |
| 2. | Spdr Series Trust | 61,626 | $5,647,362 | 4.88% | |
| 3. | Spdr Series Trust | 50,884 | $4,656,913 | 4.02% | |
| 4. | GDX | 142,113 | $4,081,483 | 3.52% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 37,673 | $3,896,518 | 3.36% |