Hapanowicz & Associates Financial Services as of Dec. 31, 2017
Portfolio Holdings for Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services holds 14 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF (BSV) | 22.7 | $31M | 394k | 78.98 | |
| Vanguard Russell 1000 Value Et (VONV) | 17.8 | $24M | 220k | 110.55 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 14.1 | $19M | 135k | 142.86 | |
| iShares MSCI EAFE Value Index (EFV) | 11.3 | $15M | 272k | 56.86 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 11.2 | $15M | 183k | 83.49 | |
| First Trust Small Cap Cr AlphaDEX (FYX) | 8.4 | $11M | 185k | 61.98 | |
| iShares Russell Midcap Value Index (IWS) | 7.9 | $11M | 120k | 90.40 | |
| Vanguard Total Bond Market ETF (BND) | 2.6 | $3.6M | 44k | 81.30 | |
| Vanguard Scottsdale Fds cmn (VONE) | 1.3 | $1.8M | 14k | 125.64 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 1.2 | $1.6M | 31k | 51.70 | |
| iShares Russell Midcap Index Fund (IWR) | 0.8 | $1.0M | 4.8k | 213.53 | |
| Pepsi (PEP) | 0.3 | $438k | 3.7k | 118.09 | |
| CBS Corporation | 0.2 | $300k | 5.3k | 56.74 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $304k | 1.00 | 304000.00 |
