Hapanowicz & Associates Financial Services, Inc
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
32
- Value ($000)
$179,620
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001695959
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $48.24M | 27 % | 584,473 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $47.83M | 27 % | 515,438 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $30.56M | 17 % | 54,636 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.14M | 9 % | 83,193 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $6.85M | 4 % | 27,983 | ||
FYX FIRST TR SML CP CORE ALPHA F | COM SHS | 33734Y109 | $6.33M | 4 % | 70,292 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $4.37M | 2 % | 17,209 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $3.98M | 2 % | 71,727 | ||
IWS ISHARES TR | RUS MDCP VAL ETF | 464287473 | $3.19M | 2 % | 25,308 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $2.00M | 1 % | 23,465 |
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