| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HRTG | Exit | HERITAGE INSURANCE HLDGS INC | $0 | – | -10,000 | -100.0% | -0.05% | – |
| TSLA | Exit | TESLA INC | $0 | – | -817 | -100.0% | -0.14% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,600 | -100.0% | -0.15% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -400 | -100.0% | -0.16% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,332 | -100.0% | -0.17% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,200 | -100.0% | -0.17% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -776 | -100.0% | -0.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,259 | -100.0% | -0.23% | – |
| AAPL | Exit | APPLE INC | $0 | – | -2,361 | -100.0% | -0.29% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,248 | -100.0% | -0.29% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,206 | -100.0% | -0.35% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,407 | -100.0% | -0.35% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,819 | -100.0% | -0.36% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -4,270 | -100.0% | -0.37% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -4,077 | -100.0% | -0.38% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,709 | -100.0% | -0.45% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,964 | -100.0% | -0.55% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -12,130 | -100.0% | -0.65% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -21,446 | -100.0% | -1.06% | – |
| Exit | AVIDXCHANGE HOLDINGS INC | $0 | – | -196,912 | -100.0% | -1.33% | – | |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -64,920 | -100.0% | -2.17% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -16,818 | -100.0% | -2.33% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -36,810 | -100.0% | -5.09% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -296,162 | -100.0% | -7.38% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -72,239 | -100.0% | -7.98% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -162,604 | -100.0% | -12.06% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -221,838 | -100.0% | -12.71% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -441,383 | -100.0% | -20.91% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -446,504 | -100.0% | -21.71% | – |
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.