Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of Dec. 31, 2019

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 42.2 $70M 864k 80.62
Vanguard Russell 1000 Value Et (VONV) 14.5 $24M 199k 119.85
Vanguard Scottsdale Fds vng rus1000grw (VONG) 13.8 $23M 126k 180.86
iShares MSCI EAFE Value Index (EFV) 7.8 $13M 260k 49.91
iShares Russell Midcap Value Index (IWS) 7.0 $12M 123k 94.71
First Trust Small Cap Cr AlphaDEX (FYX) 4.6 $7.6M 118k 64.87
iShares MSCI Emerging Markets Indx (EEM) 3.5 $5.8M 130k 44.85
Vanguard Scottsdale Fds cmn (VONE) 1.4 $2.4M 16k 147.17
iShares MSCI ACWI ex US Index Fund (ACWX) 1.4 $2.3M 47k 49.17
Vanguard Total Bond Market ETF (BND) 0.8 $1.4M 16k 83.89
iShares Russell Midcap Index Fund (IWR) 0.8 $1.2M 21k 59.57
First Trust DJ Internet Index Fund (FDN) 0.5 $789k 5.7k 139.10
Vanguard Total Stock Market ETF (VTI) 0.4 $594k 3.6k 163.73
Pepsi (PEP) 0.3 $507k 3.7k 136.69
Berkshire Hathaway (BRK.A) 0.2 $340k 1.00 340000.00
Viacomcbs (PARA) 0.2 $313k 7.5k 41.93
Kimberly-Clark Corporation (KMB) 0.1 $225k 1.6k 137.61
PPG Industries (PPG) 0.1 $217k 1.6k 133.70
Global X Fds ftse greec 0.1 $199k 20k 10.18
Pacific Ethanol 0.1 $135k 208k 0.65
Range Resources (RRC) 0.0 $70k 15k 4.79
Lockheed Martin Corporation (LMT) 0.0 $8.0k 2.4k 3.33