Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of Dec. 31, 2024

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 26.2 $52M 504k 103.30
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 23.2 $46M 569k 81.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.7 $29M 50k 586.09
First Tr Sml Cp Core Alpha F Com Shs (FYX) 12.6 $25M 248k 101.06
Vanguard Specialized Funds Div App Etf (VIG) 7.9 $16M 80k 195.83
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.5 $6.9M 27k 253.76
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.3 $4.5M 17k 266.73
Ishares Tr Msci Acwi Ex Us (ACWX) 1.8 $3.6M 69k 52.16
Ishares Tr Rus Mdcp Val Etf (IWS) 1.8 $3.6M 28k 129.35
Avidxchange Holdings (AVDX) 1.0 $2.0M 197k 10.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.0M 22k 88.40
Alphabet Cap Stk Cl A (GOOGL) 0.4 $802k 4.2k 189.30
Apple (AAPL) 0.4 $747k 3.0k 250.42
Alphabet Cap Stk Cl C (GOOG) 0.3 $692k 3.6k 190.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $649k 1.4k 453.28
United Parcel Service CL B (UPS) 0.3 $626k 5.0k 126.10
Lockheed Martin Corporation (LMT) 0.3 $586k 1.2k 485.94
PNC Financial Services (PNC) 0.3 $570k 3.0k 192.85
Tesla Motors (TSLA) 0.2 $494k 1.2k 403.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $414k 1.4k 289.81
Meta Platforms Cl A (META) 0.2 $380k 649.00 585.51
Amazon (AMZN) 0.2 $378k 1.7k 219.39
Spdr Gold Tr Gold Shs (GLD) 0.2 $362k 1.5k 242.13
Microsoft Corporation (MSFT) 0.2 $331k 785.00 421.50
FedEx Corporation (FDX) 0.1 $253k 898.00 281.33
Manulife Finl Corp (MFC) 0.1 $235k 7.7k 30.71
JPMorgan Chase & Co. (JPM) 0.1 $209k 872.00 239.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $206k 1.7k 117.48