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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Hershey Financial Advisers, LLC

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0002034214-25-000001

Total Value
$113.6M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663106,084$9.7M8.54%
2SPDR SER TR78468R52362,334$6.2M5.44%
3PIMCO ETF TR72201R83341,601$4.2M3.68%
4WISDOMTREE TRWT181,235$4.1M3.58%
5ISHARES TR46434V86079,051$4.0M3.51%
6WISDOMTREE TRWT78,893$4.0M3.50%
7SPDR SER TR78464A35950,921$4.0M3.49%
8ISHARES TR46428711943,206$3.9M3.41%
9SCHWAB STRATEGIC TR808524854159,163$3.9M3.40%
10GOLDMAN SACHS ETF TRNVGLF38,679$3.9M3.40%
11SCHWAB STRATEGIC TR808524300124,342$3.5M3.05%
12SPDR SER TR78464A40931,154$2.7M2.41%
13ARISTA NETWORKS INCANET21,206$2.3M2.06%
14SOUTHWEST AIRLS CO84474110857,092$1.9M1.69%
15VANGUARD WORLD FD92204A88412,118$1.9M1.65%
16VANGUARD WORLD FD92204A40515,757$1.9M1.64%
17VANGUARD WORLD FD9219108165,340$1.8M1.61%
18VANGUARD WORLD FD92204A1084,870$1.8M1.61%
19VANGUARD WORLD FD92204A87611,089$1.8M1.60%
20VANGUARD WORLD FD92204A7022,893$1.8M1.58%
21VANGUARD BD INDEX FDS92193782723,034$1.8M1.57%
22VANGUARD INDEX FDS9229087364,333$1.8M1.57%
23VANGUARD WORLD FD92204A6036,861$1.7M1.54%
24FIDELITY COMWLTH TR31591280822,667$1.7M1.52%
25DEERE & CODE4,010$1.7M1.50%
26LABCORP HOLDINGS INCLH7,335$1.7M1.48%
27ISHARES TR46434V28227,866$1.7M1.48%
28VANGUARD WORLD FD92204A2077,897$1.7M1.47%
29VANGUARD INDEX FDS92290855318,642$1.7M1.46%
30SCHWAB STRATEGIC TR80852410270,999$1.6M1.42%
31INVESCO EXCHANGE TRADED FD TIVZ13,879$1.6M1.41%
32LAUDER ESTEE COS INC51843910420,504$1.5M1.35%
33AXON ENTERPRISE INCAXON2,479$1.5M1.30%
34ROLLINS INCROL28,576$1.3M1.17%
35VANGUARD SCOTTSDALE FDS92206C7304,807$1.3M1.13%
36VANGUARD INDEX FDS9229086374,471$1.2M1.06%
37FIDELITY COVINGTON TRUST31609282419,768$1.2M1.05%
38ISHARES TR46428857010,710$1.2M1.04%
39VANGUARD INDEX FDS9229083632,082$1.1M0.99%
40VANGUARD WORLD FD92204A3069,186$1.1M0.98%
41VANGUARD WORLD FD92204A8015,896$1.1M0.98%
42VANGUARD WORLD FD92204A5044,237$1.1M0.95%
43EQT CORPEQT22,265$1.0M0.90%
44ISHARES TR46428986717,887$1.0M0.90%
45ISHARES TR46434V61319,032$860,2460.76%
46PAYCOM SOFTWARE INCPAYC3,967$813,1160.72%
47LULULEMON ATHLETICA INCLULU1,889$722,3720.64%
48VANGUARD MALVERN FDS92202080514,449$699,6210.62%
49VANGUARD BD INDEX FDS9219378199,358$699,3230.62%
50AMERICAN CENTY ETF TR0250728105,168$536,7480.47%
51ISHARES TR46435G67210,615$529,9010.47%
52VANGUARD SCOTTSDALE FDS92206C6805,087$525,4870.46%
53T ROWE PRICE ETF INC87283Q10712,468$525,0270.46%
54INVESCO EXCHANGE TRADED FD TIVZ7,529$504,6690.44%
55ISHARES TR4642873094,891$496,5830.44%
56ISHARES TR46432F3962,298$475,5020.42%
57ISHARES TR4642894381,985$467,0110.41%
58J P MORGAN EXCHANGE TRADED F46641Q7797,958$463,7130.41%
59ISHARES TR4642876065,073$461,2530.41%
60SPDR INDEX SHS FDS78463X88912,541$428,0240.38%
61VANGUARD BD INDEX FDS9219378355,135$369,2580.33%
62PIMCO ETF TR72201R8665,363$277,4280.24%
63VANGUARD INDEX FDS9229086521,383$262,7420.23%