Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of March 31, 2020

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 42.5 $60M 727k 82.18
Vanguard Scottsdale Fds vng rus1000grw (VONG) 14.2 $20M 129k 154.71
Vanguard Russell 1000 Value Et (VONV) 13.5 $19M 218k 87.03
iShares MSCI EAFE Value Index (EFV) 8.1 $11M 318k 35.66
First Trust Small Cap Cr AlphaDEX (FYX) 7.3 $10M 250k 41.12
iShares Russell Midcap Value Index (IWS) 6.2 $8.7M 136k 64.08
iShares MSCI Emerging Markets Indx (EEM) 3.4 $4.7M 138k 34.13
Vanguard Scottsdale Fds cmn (VONE) 1.4 $1.9M 16k 117.50
iShares MSCI ACWI ex US Index Fund (ACWX) 1.2 $1.7M 44k 37.69
iShares Russell Midcap Index Fund (IWR) 0.7 $932k 22k 43.21
First Trust DJ Internet Index Fund (FDN) 0.5 $701k 5.7k 123.59
Pepsi (PEP) 0.3 $445k 3.7k 119.98
Lockheed Martin Corporation (LMT) 0.3 $409k 1.2k 339.14
Berkshire Hathaway (BRK.A) 0.2 $272k 1.00 272000.00
Kimberly-Clark Corporation (KMB) 0.1 $210k 1.6k 128.44
Global X Fds ftse greec 0.1 $111k 20k 5.68
Pacific Ethanol 0.0 $54k 208k 0.26
Range Resources (RRC) 0.0 $39k 17k 2.35