Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERSHEY FINANCIAL ADVISERS LLC | 08-19-2024 | 06-30-2024 | 157 | 111,441,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $28,502,051 | 310,547 | 0.03 | 310,547 | +Inf | 06-30-2024 | |
| SPDR SER TR | BLOOMBERG 3-12 M | 2 | $24,479,201 | 246,344 | 0.02 | 246,344 | +Inf | 06-30-2024 | |
| NVIDIA CORPORATION | COM | 3 | $2,053,729 | 16,624 | 0.00 | 16,624 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $1,867,758 | 18,522 | 0.00 | 18,522 | +Inf | 06-30-2024 |
