HA
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Hapanowicz & Associates Financial Services, Inc13F | |
| Hapanowicz & Associates Financial Services, Inc | |
| Last update 2025-04-28 | 32 Stocks (4 new) |
| Value $180.00 Mil | Turnover 4 % |
Hapanowicz & Associates Financ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 584,473 | 48,242.1 | +2.69% | 26.860 | +0.70% | 0.400 | +11.96% | +7.04% | 11,964.6 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 515,438 | 47,827.4 | +2.23% | 26.630 | +0.58% | 0.180 | +22.20% | +6.79% | 27,430.4 | ||
SPY | SPDR S&P 500 ETF Trust | 54,636 | 30,564.0 | +9.12% | 17.020 | +1.42% | 0.010 | +17.14% | +7.04% | 641,384.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 83,193 | 16,138.5 | +3.49% | 8.980 | +0.30% | 0.020 | +11.94% | +6.12% | 88,455.6 | ||
VOT | Vanguard Mid-Cap Growth ETF | 27,983 | 6,846.1 | +2.81% | 3.810 | +0.10% | 0.040 | +21.73% | +12.01% | 16,001.7 | ||
FYX | FIRST TR SMALL CAP | 70,292 | 6,332.7 | -71.68% | 3.530 | -9.03% | 0.780 | +21.02% | -1.28% | 842.3 | ||
VONE | Vanguard Russell 1000 Index Fund | 17,209 | 4,368.9 | +1.74% | 2.430 | +0.04% | 0.070 | +17.43% | +6.90% | 5,951.2 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 71,727 | 3,977.2 | +3.38% | 2.210 | +0.07% | 0.070 | +15.20% | +18.18% | 6,418.8 | ||
IWS | iShares Russell Mid-Cap Value ETF | 25,308 | 3,188.0 | -9.55% | 1.770 | -0.17% | 0.020 | +15.55% | +5.02% | 14,441.7 | ||
IWR | iShares Russell Mid-Cap ETF | 23,465 | 1,996.4 | +6.06% | 1.110 | +0.06% | 0.010 | +17.32% | +6.02% | 43,950.8 |
Hapanowicz & Associates Financial Services, Inc's Historical Top Holdings Breakdowns
Hapanowicz & Associates Financial Services, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FYX | FIRST TR SMALL CAP | 2025-03-31 | Reduce Reduce | -9.03% | 89.26 ($98.03) 104.61 | $99.78 | 1.79% | Reduce -71.68% | 70,292 | -177,900 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.42% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Add 9.12% | 54,636 | 4,566 | |
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2025-03-31 | Add Add | +0.70% | 80.21 ($83.64) 86.14 | $86.15 | 3.00% | Add 2.69% | 584,473 | 15,288 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Add Add | +0.58% | 92.71 ($101.57) 107.38 | $110.02 | 8.32% | Add 2.23% | 515,438 | 11,258 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.30% | 190.34 ($198.85) 205.23 | $205.93 | 3.56% | Add 3.49% | 83,193 | 2,807 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.17% | 156.06 ($183.12) 207.71 | $181.31 | -0.99% | Reduce -47.96% | 1,890 | -1,742 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.17% | 122.59 ($130.21) 135.24 | $134.84 | 3.56% | Reduce -9.55% | 25,308 | -2,671 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | New Buy New Buy | +0.16% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | New holding | 521 | 521 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.13% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | New holding | 2,209 | 2,209 | |
EQT | EQT Corp | 2025-03-31 | New Buy New Buy | +0.12% | 46.16 ($51.08) 54.25 | $55.33 | 8.32% | New holding | 4,000 | 4,000 |
Hapanowicz & Associates Financial Services, Inc Total Holding History ($B)
Hapanowicz & Associates Financial Services, Inc's Asset Allocation
Hapanowicz & Associates Financial Services, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hapanowicz & Associates Financial Services, Inc's Hypothetical Growth since 2025-03-31
Hapanowicz & Associates Financial Services, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Hapanowicz & Associates Financial Services, Inc's Holdings Heat Map
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Hapanowicz & Associates Financial Services, Inc's Holdings Bubble Chart
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