Managing Partner

0002034214-24-000001.txt : 20240819 0002034214-24-000001.hdr.sgml : 20240819 20240819130550 ACCESSION NUMBER: 0002034214-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240819 DATE AS OF CHANGE: 20240819 EFFECTIVENESS DATE: 20240819 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hershey Financial Advisers, LLC CENTRAL INDEX KEY: 0002034214 ORGANIZATION NAME: IRS NUMBER: 233050504 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24338 FILM NUMBER: 241219551 BUSINESS ADDRESS: STREET 1: 120 NORTH POINTE BLVD SUITE 302 CITY: LANCASTER STATE: PA ZIP: 17601 BUSINESS PHONE: 717-295-8888 MAIL ADDRESS: STREET 1: 120 NORTH POINTE BLVD SUITE 302 CITY: LANCASTER STATE: PA ZIP: 17601 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002034214 XXXXXXXX 06-30-2024 06-30-2024 Hershey Financial Advisers, LLC

120 NORTH POINTE BLVD SUITE 302 LANCASTER PA 17601

13F HOLDINGS REPORT 028-24338 000149907 801-128090 N Gregory D Boll Managing Partner 717-295-8888 Gregory D Boll Lancaster PA 08-19-2024 0 157 111441025 false INFORMATION TABLE 2 hersheyfinancialadv13fq22024.xml ABRDN ETFS BBRG ALL COMMDY 003261203 94115 2903 SH SOLE 0 0 2903 AMERICAN CENTY ETF TR FOCUSED DYNAMIC 025072810 721168 8021 SH SOLE 0 0 8021 AMERICAN TOWER CORP NEW COM 03027X100 6803 35 SH SOLE 0 0 35 AMGEN INC COM 031162100 29995 96 SH SOLE 0 0 96 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 5250 148 SH SOLE 0 0 148 ANGEL OAK FUNDS TRUST OAK ULTRASHORT 03463K752 509 10 SH SOLE 0 0 10 APPLE INC COM 037833100 42124 200 SH SOLE 0 0 200 APPLIED MATLS INC COM 038222105 800950 3394 SH SOLE 0 0 3394 ARISTA NETWORKS INC COM 040413106 8762 25 SH SOLE 0 0 25 ARK ETF TR GENOMIC REV ETF 00214Q302 1127 48 SH SOLE 0 0 48 ARK ETF TR INNOVATION ETF 00214Q104 31552 717 SH SOLE 0 0 717 ARK ETF TR NEXT GNRTN INTER 00214Q401 2185 28 SH SOLE 0 0 28 BEST BUY INC COM 086516101 48130 571 SH SOLE 0 0 571 BROADCOM INC COM 11135F101 1515620 944 SH SOLE 0 0 944 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 290 9 SH SOLE 0 0 9 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 36201 1097 SH SOLE 0 0 1097 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 55494 1885 SH SOLE 0 0 1885 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 58018 1764 SH SOLE 0 0 1764 CARNIVAL CORP UNIT 99/99/9999 143658300 1813762 96889 SH SOLE 0 0 96889 CATERPILLAR INC COM 149123101 5996 18 SH SOLE 0 0 18 CHEVRON CORP NEW COM 166764100 265914 1700 SH SOLE 0 0 1700 DEERE & CO COM 244199105 5604 15 SH SOLE 0 0 15 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 2976 50 SH SOLE 0 0 50 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2998 93 SH SOLE 0 0 93 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3199 77 SH SOLE 0 0 77 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 668 25 SH SOLE 0 0 25 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 175 7 SH SOLE 0 0 7 DIMENSIONAL ETF TRUST GLOBAL EX 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7874 SH SOLE 0 0 7874 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 16203 255 SH SOLE 0 0 255 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1112915 24326 SH SOLE 0 0 24326 INVESCO QQQ TR UNIT SER 1 46090E103 428324 894 SH SOLE 0 0 894 ISHARES TR CONSER ALLOC ETF 464289883 1219 33 SH SOLE 0 0 33 ISHARES TR CORE DIV GRWTH 46434V621 3745 65 SH SOLE 0 0 65 ISHARES TR MSCI KLD400 SOC 464288570 953966 9186 SH SOLE 0 0 9186 ISHARES TR CORE INTL AGGR 46435G672 206319 4133 SH SOLE 0 0 4133 ISHARES TR CONV BD ETF 46435G102 3774 48 SH SOLE 0 0 48 ISHARES TR S&P MC 400GR ETF 464287606 2698 30 SH SOLE 0 0 30 ISHARES TR MORNINGSTAR GRWT 464287119 1780030 21865 SH SOLE 0 0 21865 ISHARES TR GLOBAL 100 ETF 464287572 417419 4322 SH SOLE 0 0 4322 ISHARES TR CORE 1 5 YR USD 46432F859 2700 57 SH SOLE 0 0 57 ISHARES TR CORE TOTAL USD 46434V613 323504 7154 SH SOLE 0 0 7154 ISHARES TR CORE S&P US GWT 464287671 25114 197 SH SOLE 0 0 197 ISHARES TR S&P 500 GRWT ETF 464287309 668787 7227 SH SOLE 0 0 7227 ISHARES TR RUS 2000 VAL ETF 464287630 143619 943 SH SOLE 0 0 943 ISHARES TR RUS MD CP GR ETF 464287481 166187 1506 SH SOLE 0 0 1506 ISHARES TR RUS TP200 GR ETF 464289438 455855 2125 SH SOLE 0 0 2125 ISHARES TR U S EQUITY FACTR 46434V282 8632 155 SH SOLE 0 0 155 ISHARES TR MSCI USA MMENTM 46432F396 1754 9 SH SOLE 0 0 9 ISHARES TR S&P 100 ETF 464287101 28544 108 SH SOLE 0 0 108 ISHARES TR MSCI USA QLT FCT 46432F339 3415 20 SH SOLE 0 0 20 ISHARES TR SHORT TREAS BD 464288679 1243 11 SH SOLE 0 0 11 ISHARES TR 0-5YR INVT GR CP 46434V100 4137 84 SH SOLE 0 0 84 ISHARES TR MSCI USA MIN VOL 46429B697 9823 117 SH SOLE 0 0 117 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 3484 65 SH SOLE 0 0 65 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 30433 603 SH SOLE 0 0 603 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 27 0 SH SOLE 0 0 0 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 883681 13593 SH SOLE 0 0 13593 KEYSIGHT TECHNOLOGIES INC COM 49338L103 85742 627 SH 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BLOOMBERG 1-3 MO 78468R663 28502051 310547 SH SOLE 0 0 310547 SPDR SER TR BLOOMBERG 3-12 M 78468R523 24479201 246344 SH SOLE 0 0 246344 SPDR SER TR BBG CONV SEC ETF 78464A359 3747 52 SH SOLE 0 0 52 SPDR SER TR PORTFOLIO S&P500 78464A854 828480 12945 SH SOLE 0 0 12945 SPDR SER TR PRTFLO S&P500 GW 78464A409 5208 65 SH SOLE 0 0 65 SSGA ACTIVE ETF TR INCOM ALLO ETF 78467V202 4723 154 SH SOLE 0 0 154 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 1158812 29928 SH SOLE 0 0 29928 T-MOBILE US INC COM 872590104 1057 6 SH SOLE 0 0 6 TRANE TECHNOLOGIES PLC SHS G8994E103 1735106 5275 SH SOLE 0 0 5275 TRANSDIGM GROUP INC COM 893641100 40884 32 SH SOLE 0 0 32 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9527 110 SH SOLE 0 0 110 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 22341 67 SH SOLE 0 0 67 VANGUARD BD INDEX FDS INTERMED TERM 921937819 313040 4180 SH SOLE 0 0 4180 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 307800 4379 SH SOLE 0 0 4379 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1565307 18688 SH SOLE 0 0 18688 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 320583 641 SH SOLE 0 0 641 VANGUARD INDEX FDS GROWTH ETF 922908736 1542043 4123 SH SOLE 0 0 4123 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1017202 4075 SH SOLE 0 0 4075 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 57726 342 SH SOLE 0 0 342 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 317791 6547 SH SOLE 0 0 6547 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1048012 4259 SH SOLE 0 0 4259 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1244859 13270 SH SOLE 0 0 13270 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1643 9 SH SOLE 0 0 9 VANGUARD WORLD FD COMM SRVC ETF 92204A884 1796738 13001 SH SOLE 0 0 13001 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 1585075 5075 SH SOLE 0 0 5075 VANGUARD WORLD FD CONSUM STP ETF 92204A207 1607592 7918 SH SOLE 0 0 7918 VANGUARD WORLD FD ENERGY ETF 92204A306 1678438 13157 SH SOLE 0 0 13157 VANGUARD WORLD FD EXTENDED DUR 921910709 288942 3936 SH SOLE 0 0 3936 VANGUARD WORLD FD FINANCIALS ETF 92204A405 1660505 16625 SH SOLE 0 0 16625 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 1602650 6025 SH SOLE 0 0 6025 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 1658301 7050 SH SOLE 0 0 7050 VANGUARD WORLD FD INF TECH ETF 92204A702 1798961 3120 SH SOLE 0 0 3120 VANGUARD WORLD FD MATERIALS ETF 92204A801 1613084 8374 SH SOLE 0 0 8374 VANGUARD WORLD FD UTILITIES ETF 92204A876 1709068 11554 SH SOLE 0 0 11554 VANGUARD WORLD FD MEGA CAP INDEX 921910873 35512 180 SH SOLE 0 0 180 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1568536 4992 SH SOLE 0 0 4992 VIATRIS INC COM 92556V106 6633 624 SH SOLE 0 0 624 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 148332 2533 SH SOLE 0 0 2533 WISDOMTREE TR US QTLY DIV GRT 97717X669 12722 163 SH SOLE 0 0 163 XYLEM INC COM 98419M100 2984 22 SH SOLE 0 0 22