Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of June 30, 2019

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 18 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 26.0 $39M 489k 80.53
Vanguard Russell 1000 Value Et (VONV) 15.3 $23M 208k 111.58
Vanguard Scottsdale Fds vng rus1000grw (VONG) 13.9 $21M 130k 162.30
Vanguard Intermediate-Term Bond ETF (BIV) 12.6 $19M 221k 86.48
iShares MSCI EAFE Value Index (EFV) 8.4 $13M 265k 48.06
iShares Russell Midcap Value Index (IWS) 7.5 $11M 127k 89.18
First Trust Small Cap Cr AlphaDEX (FYX) 4.8 $7.3M 118k 61.56
iShares MSCI Emerging Markets Indx (EEM) 3.6 $5.5M 128k 42.82
Vanguard Total Bond Market ETF (BND) 3.2 $4.9M 59k 83.05
Vanguard Scottsdale Fds cmn (VONE) 1.5 $2.2M 17k 135.08
iShares MSCI ACWI ex US Index Fund (ACWX) 1.2 $1.9M 41k 46.89
iShares Russell Midcap Index Fund (IWR) 0.8 $1.2M 21k 55.53
Pepsi (PEP) 0.3 $486k 3.7k 131.03
First Trust DJ Internet Index Fund (FDN) 0.3 $435k 3.0k 143.94
Berkshire Hathaway (BRK.A) 0.2 $318k 1.00 318000.00
CBS Corporation 0.2 $264k 5.3k 49.93
Kimberly-Clark Corporation (KMB) 0.1 $218k 1.6k 133.33
Range Resources (RRC) 0.1 $102k 15k 6.99