Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of March 31, 2026

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 23.0 $58M 528k 109.69
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 23.0 $58M 616k 93.74
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 15.2 $38M 59k 650.34
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.8 $35M 1.4M 24.91
Vanguard Specialized Funds Div App Etf (VIG) 7.6 $19M 89k 215.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.1 $7.9M 31k 257.37
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.6 $6.5M 22k 295.14
First Tr Exchange-traded A Com Shs (FYX) 2.0 $5.1M 43k 119.36
Ishares Tr Msci Acwi Ex Us (ACWX) 1.7 $4.3M 63k 68.47
Ishares Tr Rus Mdcp Val Etf (IWS) 1.3 $3.2M 22k 145.75
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.9 $2.3M 97k 24.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.4M 15k 97.24
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $1.4M 3.0k 463.19
Amazon (AMZN) 0.6 $1.4M 6.7k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 4.6k 286.86
Apple (AAPL) 0.4 $1.0M 4.1k 253.79
NVIDIA Corporation (NVDA) 0.3 $862k 4.9k 174.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $854k 3.0k 287.56
Lockheed Martin Corporation (LMT) 0.3 $736k 1.2k 604.39
Spdr Gold Tr Gold Shs (GLD) 0.3 $729k 1.7k 430.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $661k 1.4k 479.20
PNC Financial Services (PNC) 0.2 $614k 2.9k 208.09
Tesla Motors (TSLA) 0.2 $541k 1.5k 371.75
Applied Materials (AMAT) 0.2 $539k 1.6k 341.79
Meta Platforms Cl A (META) 0.2 $458k 801.00 572.13
Microsoft Corporation (MSFT) 0.2 $408k 1.1k 370.17
Verizon Communications (VZ) 0.1 $344k 6.8k 50.20
McDonald's Corporation (MCD) 0.1 $264k 848.00 310.79
FedEx Corporation (FDX) 0.1 $254k 713.00 356.18
Ab Active Etfs Tax Aware Shrt (TAFI) 0.1 $247k 9.8k 25.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $238k 1.7k 138.32