Hapanowicz & Associates Financial Services as of June 30, 2025
Portfolio Holdings for Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 29.4 | $58M | 532k | 109.20 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 25.3 | $50M | 588k | 85.21 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.1 | $34M | 55k | 617.88 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 8.6 | $17M | 84k | 204.67 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.1 | $8.1M | 28k | 284.40 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 2.9 | $5.7M | 20k | 280.88 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.5 | $5.0M | 82k | 60.94 | |
| First Tr Exchange-traded A Com Shs (FYX) | 2.3 | $4.6M | 48k | 97.28 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.7 | $3.3M | 25k | 132.14 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.7 | $1.4M | 15k | 91.98 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.3M | 3.0k | 440.65 | |
| Apple (AAPL) | 0.4 | $775k | 3.8k | 205.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $692k | 1.4k | 485.77 | |
| Meta Platforms Cl A (META) | 0.3 | $576k | 781.00 | 738.09 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $564k | 1.2k | 463.14 | |
| PNC Financial Services (PNC) | 0.3 | $555k | 3.0k | 186.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $554k | 3.1k | 176.23 | |
| Microsoft Corporation (MSFT) | 0.3 | $542k | 1.1k | 497.41 | |
| Tesla Motors (TSLA) | 0.3 | $525k | 1.7k | 317.66 | |
| United Parcel Service CL B (UPS) | 0.3 | $501k | 5.0k | 100.94 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $468k | 1.5k | 304.83 | |
| Amazon (AMZN) | 0.2 | $427k | 1.9k | 219.39 | |
| NVIDIA Corporation (NVDA) | 0.2 | $354k | 2.2k | 157.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $335k | 1.9k | 177.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $324k | 521.00 | 620.90 | |
| Applied Materials (AMAT) | 0.1 | $289k | 1.6k | 183.07 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $288k | 946.00 | 303.93 | |
| Verizon Communications (VZ) | 0.1 | $260k | 6.0k | 43.27 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $246k | 850.00 | 289.91 | |
| McDonald's Corporation (MCD) | 0.1 | $240k | 820.00 | 292.17 | |
| EQT Corporation (EQT) | 0.1 | $233k | 4.0k | 58.32 | |
| At&t (T) | 0.1 | $226k | 7.8k | 28.94 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $225k | 1.7k | 128.52 | |
| Cisco Systems (CSCO) | 0.1 | $210k | 3.0k | 69.38 |
