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Hapanowicz & Associates Financial Services, Inc

Q1 2026 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    31

  • Value ($000)

    $251,417

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0001695959
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$57.91M
23 %

527,960

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$57.72M
23 %

615,768

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$38.25M
15 %

58,812

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$34.8M
14 %

1,397,138

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$19.07M
8 %

88,671

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$7.85M
3 %

30,511

V
VONE

VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX
92206C730
$6.51M
3 %

22,067

F
FYX

FIRST TR EXCHANGE-TRADED ALP

COM SHS
33734Y109
$5.07M
2 %

42,480

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$4.33M
2 %

63,296

I
IWS

ISHARES TR

RUS MDCP VAL ETF
464287473
$3.21M
1 %

22,050

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