13F Filings for Hapanowicz Associates Financial Services, Inc (CIK: 1695959)
View the most recent portfolio holdings disclosed by Hapanowicz Associates Financial Services, Inc in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VONG - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000GRW) | 532.34K | $58.13M | 29.36% | Increased | 16.91K (3.0%, $10.30M) |
| VONV - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000VAL) | 588.18K | $50.12M | 25.31% | Increased | 3.71K (0.0%, $1.88M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 54.85K | $33.89M | 17.12% | Increased | 215 (0.0%, $3.33M) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 83.59K | $17.11M | 8.64% | Increased | 395 (0.0%, $969.56K) |
| VOT - VANGUARD INDEX FDS(Class: MCAP GR IDXVIP) | 28.31K | $8.05M | 4.07% | Increased | 326 (1.0%, $1.21M) |
| VONE - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000IDX) | 20.36K | $5.72M | 2.89% | Increased | 3.15K (18.0%, $1.35M) |
| ACWX - ISHARES TR(Class: MSCI ACWI EX US) | 81.57K | $4.97M | 2.51% | Increased | 9.84K (13.0%, $993.63K) |
| FYX - FIRST TR EXCHANGE-TRADED ALP(Class: COM SHS) | 47.47K | $4.62M | 2.33% | Decreased | 22.82K (32.0%, $1.71M) |
| IWS - ISHARES TR(Class: RUS MDCP VAL ETF) | 24.75K | $3.27M | 1.65% | Decreased | 559 (2.0%, $82.38K) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 15.14K | $1.39M | 0.70% | Decreased | 8.32K (35.0%, $603.33K) |
| DIA - SPDR DOW JONES INDL AVERAGE(Class: UT SER 1) | 3.03K | $1.33M | 0.67% | New | 3.03K ($1.33M) |
| AAPL - APPLE INC(Class: COM) | 3.78K | $774.93K | 0.39% | Increased | 235 (6.0%, $11.86K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 1.42K | $691.74K | 0.35% | Decreased | 7 (0.0%, $70.39K) |
| META - META PLATFORMS INC(Class: CL A) | 781 | $576.45K | 0.29% | Decreased | 88 (10.0%, $75.59K) |
| LMT - LOCKHEED MARTIN CORP(Class: COM) | 1.22K | $563.64K | 0.28% | Unchanged | |
| PNC - PNC FINL SVCS GROUP INC(Class: COM) | 2.98K | $554.79K | 0.28% | Decreased | 419 (12.0%, $41.96K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 3.14K | $553.72K | 0.28% | Decreased | 424 (11.0%, $2.27K) |
| MSFT - MICROSOFT CORP(Class: COM) | 1.09K | $541.68K | 0.27% | Decreased | 169 (13.0%, $69.44K) |
| TSLA - TESLA INC(Class: COM) | 1.65K | $524.46K | 0.26% | Increased | 119 (7.0%, $127.42K) |
| UPS - UNITED PARCEL SERVICE INC(Class: CL B) | 4.96K | $501.07K | 0.25% | Unchanged | |
| GLD - SPDR GOLD TR(Class: GOLD SHS) | 1.53K | $467.91K | 0.24% | Increased | 28 (1.0%, $33.69K) |
| AMZN - AMAZON COM INC(Class: COM) | 1.95K | $426.93K | 0.22% | Decreased | 355 (15.0%, $10.85K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 2.24K | $353.58K | 0.18% | Increased | 29 (1.0%, $114.17K) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 1.89K | $335.27K | 0.17% | Unchanged | |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 521 | $323.49K | 0.16% | Unchanged |