Hapanowicz & Associates Financial Services, Inc holdings history

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75 is the total number of securities Hapanowicz & Associates Financial Services, Inc has owned. The longest Hapanowicz & Associates Financial Services, Inc has owned a single stock is 28 quarters.

Hapanowicz & Associates Financial Services, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BSV VANGUARD BD INDEX FDS28280.59%24.11%44.37%Q4 2016Q3 202328
VONV VANGUARD SCOTTSDALE FDS282811.09%16.45%25.48%Q4 2016Q3 202328
VONG VANGUARD SCOTTSDALE FDS282810.97%15.53%26.65%Q4 2016Q3 202328
IWS ISHARES TR28286.20%8.66%15.06%Q4 2016Q3 202328
FYX FIRST TR SML CP CORE A...28284.51%8.19%14.50%Q4 2016Q3 202328
ACWX ISHARES TR28280.73%1.66%2.89%Q4 2016Q3 202328
VONE VANGUARD SCOTTSDALE FDS28281.06%1.58%2.68%Q4 2016Q3 202328
IWR ISHARES TR28280.60%0.81%1.25%Q4 2016Q3 202328
PEP PEPSICO INC28280.26%0.34%0.56%Q4 2016Q3 202328
EFV ISHARES TR20206.33%8.41%11.30%Q4 2016Q3 202120
KMB KIMBERLY-CLARK CORP1820.09%0.14%0.19%Q1 2017Q2 202320
BIV VANGUARD BD INDEX FDS1175.92%9.79%12.60%Q4 2016Q2 202218
BRKA BERKSHIRE HATHAWAY INC...17170.17%0.21%0.23%Q4 2016Q4 202017
RRC RANGE RES CORP17170.03%0.14%0.34%Q2 2019Q2 202317
LMT LOCKHEED MARTIN CORP16160.19%0.31%0.50%Q4 2019Q3 202316
EEM ISHARES TR13132.92%3.39%3.80%Q3 2018Q3 202113
PNC PNC FINL SVCS GROUP INC13130.26%0.33%0.42%Q3 2020Q3 202313
AMZN AMAZON COM INC13130.15%0.20%0.29%Q3 2020Q3 202313
BND VANGUARD BD INDEX FD INC1110.83%2.62%3.30%Q4 2016Q4 201912
GOOG ALPHABET INC660.19%0.28%0.38%Q3 2020Q3 202312
GOOGL ALPHABET INC660.15%0.26%0.37%Q3 2020Q3 202312
CBS CBS CORP NEW12120.14%0.22%0.31%Q4 2016Q3 201912
AAPL APPLE INC660.10%0.21%0.32%Q3 2020Q3 202312
JPM JPMORGAN CHASE & CO660.14%0.21%0.28%Q3 2020Q3 202312
PPG PPG INDS INC610.10%0.13%0.20%Q4 2019Q3 202312
BRKB BERKSHIRE HATHAWAY INC...11110.18%0.27%0.38%Q1 2021Q3 202311
VOT VANGUARD INDEX FDS10100.16%3.17%5.09%Q2 2021Q3 202310
HSY HERSHEY CO10100.09%0.16%0.24%Q2 2021Q3 202310
LMBS FIRST TR EXCHANGE-TRAD...995.12%5.66%6.90%Q2 2020Q2 20229
VIAC VIACOMCBS INC810.12%0.15%0.19%Q4 2019Q2 20229
AMC AMC ENTMT HLDGS INC990.03%0.10%0.25%Q2 2021Q2 20239
CNX CNX RES CORP990.06%0.10%0.14%Q2 2021Q2 20239
FDN FIRST TR NASDAQ-100 TE...710.14%0.35%0.62%Q3 2018Q3 20208
GREK GLOBAL X FDS520.07%0.09%0.12%Q1 2018Q1 20207
AVIDXCHANGE HOLDINGS INC660.99%1.33%1.61%Q2 2022Q3 20236
DIS DISNEY WALT CO660.10%0.14%0.21%Q3 2020Q4 20216
PEIX PACIFIC ETHANOL INC320.04%0.16%0.36%Q4 2016Q2 20205
FVE FIVE STAR SENIOR LIVIN...550.01%0.01%0.02%Q4 2021Q4 20225
VIG VANGUARD SPECIALIZED F...447.59%7.72%7.98%Q4 2022Q3 20234
SPYD SPDR SER TR446.66%7.24%7.74%Q4 2022Q3 20234
MSFT MICROSOFT CORP310.09%0.15%0.18%Q4 2021Q3 20234
GLD SPDR GOLD TR310.10%0.13%0.17%Q4 2021Q4 20224
COST COSTCO WHSL CORP NEW220.10%0.13%0.16%Q4 2021Q3 20234
HRTG HERITAGE INSURANCE HLD...440.01%0.03%0.05%Q4 2022Q3 20234
Z ZILLOW GROUP INC330.10%0.16%0.20%Q3 2020Q1 20213
UPS UNITED PARCEL SERVICE INC220.55%0.58%0.62%Q2 2023Q3 20232
TA TRAVELCENTERS AMER LLC220.33%0.38%0.42%Q4 2016Q1 20172
AMRC AMERESCO INC220.18%0.26%0.33%Q4 2016Q1 20172
CVGI COMMERCIAL VEH GROUP INC220.22%0.24%0.26%Q4 2016Q1 20172
LBRDA LIBERTY BROADBAND CORP220.20%0.20%0.20%Q3 2020Q4 20202
AMD ADVANCED MICRO DEVICES...220.14%0.15%0.17%Q2 2023Q3 20232
BAC BK OF AMERICA CORP220.14%0.15%0.16%Q3 2020Q4 20202
TSLA TESLA INC220.14%0.14%0.14%Q2 2023Q3 20232
GDX VANECK VECTORS ETF TR220.12%0.13%0.15%Q3 2020Q4 20202
KGC KINROSS GOLD CORP220.05%0.06%0.07%Q3 2020Q4 20202
RAD RITE AID CORP220.00%0.00%0.01%Q4 2018Q1 20192
DIA SPDR DOW JONES INDL AV...114.39%4.39%4.39%Q4 2016Q4 20161
IVV ISHARES TR111.28%1.28%1.28%Q2 2017Q2 20171
VTI VANGUARD INDEX FDS110.36%0.36%0.36%Q4 2019Q4 20191
TUESQ TUESDAY MORNING CORP110.33%0.33%0.33%Q1 2017Q1 20171
IJH ISHARES TR110.28%0.28%0.28%Q2 2017Q2 20171
IJR ISHARES TR110.22%0.22%0.22%Q2 2017Q2 20171
VNQ VANGUARD INDEX FDS110.20%0.20%0.20%Q2 2017Q2 20171
LQD ISHARES TR110.20%0.20%0.20%Q4 2021Q4 20211
STBA S & T BANCORP INC110.14%0.14%0.14%Q2 2018Q2 20181
UBER UBER TECHNOLOGIES INC110.13%0.13%0.13%Q4 2020Q4 20201
IXYS IXYS CORP110.12%0.12%0.12%Q1 2017Q1 20171
GM GENERAL MTRS CO110.12%0.12%0.12%Q4 2020Q4 20201
SSNC SS&C TECHNOLOGIES HLDG...110.11%0.11%0.11%Q4 2020Q4 20201
C CITIGROUP INC110.11%0.11%0.11%Q4 2020Q4 20201
JNJ JOHNSON & JOHNSON110.10%0.10%0.10%Q1 2021Q1 20211
VBR VANGUARD INDEX FDS110.10%0.10%0.10%Q1 2021Q1 20211
WRAP WRAP TECHNOLOGIES INC110.02%0.02%0.02%Q3 2022Q3 20221
EVLV EVINE LIVE INC110.00%0.00%0.00%Q4 2018Q4 20181
LMT LOCKHEED MARTIN CORP110.00%0.00%0.00%Q4 2019Q4 20191
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The securities at the top of the list , including VANGUARD BD INDEX FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of Hapanowicz & Associates Financial Services, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Hapanowicz & Associates Financial Services, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Hapanowicz & Associates Financial Services, Inc owns currently or has owned in the past.