Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of Dec. 31, 2018

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 24.2 $33M 414k 78.57
Vanguard Russell 1000 Value Et (VONV) 16.8 $23M 233k 97.09
Vanguard Scottsdale Fds vng rus1000grw (VONG) 13.2 $18M 131k 134.51
Vanguard Intermediate-Term Bond ETF (BIV) 12.5 $17M 206k 81.32
iShares MSCI EAFE Value Index (EFV) 9.1 $12M 269k 45.26
iShares Russell Midcap Value Index (IWS) 7.3 $9.8M 128k 76.43
First Trust Small Cap Cr AlphaDEX (FYX) 4.9 $6.5M 121k 54.10
iShares MSCI Emerging Markets Indx (EEM) 3.8 $5.1M 131k 39.04
Vanguard Total Bond Market ETF (BND) 3.3 $4.4M 56k 79.23
iShares MSCI ACWI ex US Index Fund (ACWX) 2.0 $2.7M 64k 42.01
Vanguard Scottsdale Fds cmn (VONE) 1.4 $1.9M 16k 114.48
iShares Russell Midcap Index Fund (IWR) 0.8 $1.0M 22k 46.32
Pepsi (PEP) 0.3 $410k 3.7k 110.54
Berkshire Hathaway (BRK.A) 0.2 $306k 1.00 306000.00
CBS Corporation 0.2 $236k 5.4k 43.74
Global X Fds ftse greec 0.1 $94k 14k 6.89
Rite Aid Corporation 0.0 $7.0k 10k 0.70
Evine Live Inc cl a 0.0 $4.0k 10k 0.40