Hapanowicz & Associates Financial Services as of March 31, 2018
Portfolio Holdings for Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF (BSV) | 23.4 | $32M | 408k | 78.35 | |
| Vanguard Russell 1000 Value Et (VONV) | 17.0 | $23M | 226k | 102.55 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 13.7 | $19M | 137k | 136.17 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 12.1 | $17M | 202k | 81.56 | |
| iShares MSCI EAFE Value Index (EFV) | 10.9 | $15M | 277k | 53.70 | |
| First Trust Small Cap Cr AlphaDEX (FYX) | 8.3 | $11M | 192k | 58.78 | |
| iShares Russell Midcap Value Index (IWS) | 7.7 | $10M | 123k | 84.70 | |
| Vanguard Total Bond Market ETF (BND) | 2.9 | $3.9M | 49k | 79.77 | |
| Vanguard Scottsdale Fds cmn (VONE) | 1.3 | $1.8M | 15k | 118.29 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 1.2 | $1.7M | 34k | 48.98 | |
| iShares Russell Midcap Index Fund (IWR) | 0.8 | $1.0M | 5.2k | 202.39 | |
| Pepsi (PEP) | 0.3 | $397k | 3.7k | 107.04 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $293k | 1.00 | 293000.00 | |
| CBS Corporation | 0.2 | $268k | 5.3k | 50.69 | |
| Global X Fds ftse greec | 0.1 | $125k | 13k | 9.51 |
