Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of June 30, 2017

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 19 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Short-Term Bond ETF (BSV) 24.2 $29M 363k 79.73
Vanguard Russell 1000 Value Et (VONV) 16.9 $20M 200k 101.00
Vanguard Scottsdale Fds vng rus1000grw (VONG) 12.8 $15M 125k 122.29
Vanguard Intermediate-Term Bond ETF (BIV) 11.8 $14M 168k 84.08
iShares MSCI EAFE Value Index (EFV) 10.7 $13M 247k 51.77
First Trust Small Cap Cr AlphaDEX (FYX) 7.8 $9.2M 167k 55.30
iShares Russell Midcap Value Index (IWS) 7.6 $9.1M 109k 83.15
Vanguard Total Bond Market ETF (BND) 2.4 $2.9M 35k 81.40
iShares S&P 500 Index (IVV) 1.3 $1.5M 6.3k 243.98
Vanguard Scottsdale Fds cmn (VONE) 1.1 $1.3M 11k 111.20
iShares MSCI ACWI ex US Index Fund (ACWX) 1.0 $1.2M 26k 45.40
iShares Russell Midcap Index Fund (IWR) 0.6 $743k 3.9k 190.37
Pepsi (PEP) 0.4 $429k 3.8k 114.22
iShares S&P MidCap 400 Index (IJH) 0.3 $330k 1.9k 173.68
CBS Corporation 0.3 $324k 5.1k 63.68
iShares S&P SmallCap 600 Index (IJR) 0.2 $264k 3.8k 69.47
Berkshire Hathaway (BRK.A) 0.2 $255k 1.00 255000.00
Vanguard REIT ETF (VNQ) 0.2 $244k 3.0k 81.33
Kimberly-Clark Corporation (KMB) 0.2 $204k 1.6k 126.87