Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of June 30, 2020

Portfolio Holdings for Hapanowicz & Associates Financial Services

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

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 37.6 $60M 718k 83.12
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 12.7 $20M 102k 197.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 11.9 $19M 191k 98.87
First Tr Sml Cp Core Alpha F Com Shs (FYX) 7.5 $12M 221k 54.31
Ishares Tr Eafe Value Etf (EFV) 7.2 $12M 287k 39.97
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 6.9 $11M 212k 51.67
Ishares Tr Rus Mdcp Val Etf (IWS) 6.8 $11M 141k 76.52
Ishares Tr Msci Emg Mkt Etf (EEM) 3.4 $5.4M 135k 40.02
Ishares Tr Msci Acwi Ex Us (ACWX) 2.4 $3.9M 90k 43.19
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $1.9M 13k 142.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.2M 22k 53.54
First Tr Nasdaq-100 Tech Ind Dj Internt Idx (FDN) 0.6 $979k 5.7k 170.59
Pepsi (PEP) 0.3 $491k 3.7k 132.38
Lockheed Martin Corporation (LMT) 0.3 $440k 1.2k 364.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $267k 1.00 267000.00
Kimberly-Clark Corporation (KMB) 0.1 $231k 1.6k 141.28
Pacific Ethanol 0.1 $148k 208k 0.71
Range Resources (RRC) 0.1 $82k 15k 5.62