Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of June 30, 2022

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 29 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 22.6 $29M 514k 56.28
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 21.7 $28M 439k 63.55
Ishares Tr Rus Mdcp Val Etf (IWS) 13.0 $17M 164k 101.57
First Tr Sml Cp Core Alpha F Com Shs (FYX) 12.1 $16M 202k 76.65
Vanguard Bd Index Fds Intermed Term (BIV) 9.1 $12M 151k 77.65
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 5.5 $7.1M 146k 48.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.5 $4.4M 25k 175.38
Ishares Tr Msci Acwi Ex Us (ACWX) 2.5 $3.2M 72k 45.00
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.2 $2.8M 16k 171.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $2.0M 26k 76.80
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.4M 21k 64.64
Avidxchange Holdings (AVDX) 1.0 $1.3M 207k 6.14
Pepsi (PEP) 0.5 $618k 3.7k 166.62
Lockheed Martin Corporation (LMT) 0.5 $599k 1.4k 430.32
PNC Financial Services (PNC) 0.4 $479k 3.0k 157.93
Alphabet Cap Stk Cl C (GOOG) 0.4 $455k 208.00 2187.50
Alphabet Cap Stk Cl A (GOOGL) 0.3 $431k 198.00 2176.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $424k 1.6k 273.20
Range Resources (RRC) 0.3 $361k 15k 24.73
Apple (AAPL) 0.2 $306k 2.2k 136.85
Amazon (AMZN) 0.2 $259k 2.4k 106.15
Hershey Company (HSY) 0.2 $258k 1.2k 215.00
Paramount Global Class B Com (PARA) 0.2 $235k 9.5k 24.69
Kimberly-Clark Corporation (KMB) 0.2 $221k 1.6k 135.17
Spdr Gold Tr Gold Shs (GLD) 0.2 $216k 1.3k 168.09
JPMorgan Chase & Co. (JPM) 0.2 $210k 1.9k 112.84
Cnx Resources Corporation (CNX) 0.1 $165k 10k 16.50
Amc Entmt Hldgs Cl A Com 0.1 $136k 10k 13.60
Alerislife Com New 0.0 $14k 12k 1.17