Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of March 31, 2019

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 25.2 $38M 473k 79.60
Vanguard Russell 1000 Value Et (VONV) 16.5 $25M 228k 108.11
Vanguard Scottsdale Fds vng rus1000grw (VONG) 12.9 $19M 124k 155.49
Vanguard Intermediate-Term Bond ETF (BIV) 12.3 $18M 218k 83.93
iShares MSCI EAFE Value Index (EFV) 9.5 $14M 290k 48.84
iShares Russell Midcap Value Index (IWS) 7.3 $11M 125k 86.88
First Trust Small Cap Cr AlphaDEX (FYX) 4.8 $7.2M 117k 61.71
iShares MSCI Emerging Markets Indx (EEM) 3.6 $5.4M 126k 42.82
Vanguard Total Bond Market ETF (BND) 3.1 $4.6M 57k 81.18
Vanguard Scottsdale Fds cmn (VONE) 1.4 $2.1M 17k 130.13
iShares MSCI ACWI ex US Index Fund (ACWX) 1.2 $1.8M 40k 46.25
iShares Russell Midcap Index Fund (IWR) 0.8 $1.2M 22k 53.87
First Trust DJ Internet Index Fund (FDN) 0.4 $543k 3.9k 139.05
Pepsi (PEP) 0.3 $455k 3.7k 122.67
Berkshire Hathaway (BRK.A) 0.2 $301k 1.00 301000.00
CBS Corporation 0.2 $256k 5.4k 47.44
Kimberly-Clark Corporation (KMB) 0.1 $202k 1.6k 123.55
Global X Fds ftse greec 0.1 $109k 14k 7.99
Rite Aid Corporation 0.0 $6.0k 10k 0.60