$143 Million is the total value of Hapanowicz & Associates Financial Services, Inc's 16 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $20,178,000 | +8.4% | 136,490 | -0.2% | 14.10% | +3.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 28 | Q3 2023 | 44.4% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 25.5% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 26.6% |
| ISHARES TR | 28 | Q3 2023 | 15.1% |
| FIRST TR SML CP CORE ALPHA F | 28 | Q3 2023 | 14.5% |
| ISHARES TR | 28 | Q3 2023 | 2.9% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 2.7% |
| ISHARES TR | 28 | Q3 2023 | 1.2% |
| PEPSICO INC | 28 | Q3 2023 | 0.6% |
| ISHARES TR | 20 | Q3 2021 | 11.3% |
View Hapanowicz & Associates Financial Services, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-10 |
View Hapanowicz & Associates Financial Services, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.