Universe · entity
Hapanowicz & Associates Financial Services, Inc
Institutional manager (13F) · CIK 1695959
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $251M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $58M | 527,960 |
| 2 | VANGUARD SCOTTSDALE FDS | $58M | 615,768 |
| 3 | STATE STR SPDR S&P 500 ETF T | $38M | 58,812 |
| 4 | SCHWAB STRATEGIC TR | $35M | 1,397,138 |
| 5 | VANGUARD SPECIALIZED FUNDS | $19M | 88,671 |
| 6 | VANGUARD INDEX FDS | $8M | 30,511 |
| 7 | VANGUARD SCOTTSDALE FDS | $7M | 22,067 |
| 8 | FIRST TR EXCHANGE-TRADED ALP | $5M | 42,480 |
| 9 | ISHARES TR | $4M | 63,296 |
| 10 | ISHARES TR | $3M | 22,050 |
| 11 | NEW YORK LIFE INVTS ACTIVE E | $2M | 96,580 |
| 12 | ISHARES TR | $1M | 14,769 |
| 13 | STATE STR SPDR DOW JONES IND | $1M | 3,029 |
| 14 | AMAZON COM INC | $1M | 6,721 |
| 15 | ALPHABET INC | $1M | 4,591 |
| 16 | APPLE INC | $1M | 4,134 |
| 17 | NVIDIA CORPORATION | $862k | 4,943 |
| 18 | ALPHABET INC | $853k | 2,968 |
| 19 | LOCKHEED MARTIN CORP | $736k | 1,217 |
| 20 | SPDR GOLD TR | $729k | 1,695 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $661k | 1,379 |
| 22 | PNC FINL SVCS GROUP INC | $614k | 2,949 |
| 23 | TESLA INC | $541k | 1,456 |
| 24 | APPLIED MATLS INC | $539k | 1,577 |
| 25 | META PLATFORMS INC | $458k | 801 |
| 26 | MICROSOFT CORP | $408k | 1,101 |
| 27 | VERIZON COMMUNICATIONS INC | $344k | 6,844 |
| 28 | MCDONALDS CORP | $264k | 848 |
| 29 | FEDEX CORP | $254k | 713 |
| 30 | AB ACTIVE ETFS INC | $247k | 9,827 |
| 31 | VANGUARD INTL EQUITY INDEX F | $238k | 1,720 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.