Hapanowicz & Associates Financial Services as of March 31, 2025
Portfolio Holdings for Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 26.9 | $48M | 585k | 82.54 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 26.6 | $48M | 515k | 92.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.0 | $31M | 55k | 559.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 9.0 | $16M | 83k | 193.99 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 3.8 | $6.8M | 28k | 244.65 | |
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 3.5 | $6.3M | 70k | 90.09 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 2.4 | $4.4M | 17k | 253.87 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.2 | $4.0M | 72k | 55.45 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.8 | $3.2M | 25k | 125.97 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.0M | 24k | 85.08 | |
| Avidxchange Holdings (AVDX) | 0.9 | $1.7M | 197k | 8.48 | |
| Apple (AAPL) | 0.4 | $787k | 3.5k | 222.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $762k | 1.4k | 532.58 | |
| PNC Financial Services (PNC) | 0.3 | $597k | 3.4k | 175.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $551k | 3.6k | 154.64 | |
| United Parcel Service CL B (UPS) | 0.3 | $546k | 5.0k | 109.99 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $544k | 1.2k | 446.71 | |
| Meta Platforms Cl A (META) | 0.3 | $501k | 869.00 | 576.36 | |
| Microsoft Corporation (MSFT) | 0.3 | $472k | 1.3k | 375.39 | |
| Amazon (AMZN) | 0.2 | $438k | 2.3k | 190.26 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $434k | 1.5k | 288.14 | |
| Tesla Motors (TSLA) | 0.2 | $397k | 1.5k | 259.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $295k | 1.9k | 156.23 | |
| FedEx Corporation (FDX) | 0.2 | $295k | 1.2k | 243.78 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $293k | 521.00 | 561.90 | |
| NVIDIA Corporation (NVDA) | 0.1 | $239k | 2.2k | 108.38 | |
| Manulife Finl Corp (MFC) | 0.1 | $238k | 7.7k | 31.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $234k | 851.00 | 274.84 | |
| Kraft Heinz (KHC) | 0.1 | $221k | 7.3k | 30.43 | |
| EQT Corporation (EQT) | 0.1 | $214k | 4.0k | 53.43 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $209k | 850.00 | 245.30 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $203k | 1.7k | 115.95 |
