Hapanowicz & Associates Financial Services, Inc
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
34
- Value ($000)
$198,012
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $58.13M | 29 % | 532,343 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $50.12M | 25 % | 588,179 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $33.89M | 17 % | 54,851 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $17.11M | 9 % | 83,588 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $8.05M | 4 % | 28,309 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $5.72M | 3 % | 20,360 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $4.97M | 3 % | 81,570 | ||
FYX FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 | $4.62M | 2 % | 47,473 | ||
IWS ISHARES TR | RUS MDCP VAL ETF | 464287473 | $3.27M | 2 % | 24,749 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $1.39M | 1 % | 15,145 |
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