Hapanowicz & Associates Financial Services, Inc
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
28
- Value ($000)
$199,078
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $52.08M | 26 % | 504,180 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $46.25M | 23 % | 569,185 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.35M | 15 % | 50,070 | ||
FYX FIRST TR SML CP CORE ALPHA F | COM SHS | 33734Y109 | $25.08M | 13 % | 248,192 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $15.74M | 8 % | 80,386 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $6.91M | 4 % | 27,218 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $4.51M | 2 % | 16,915 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $3.62M | 2 % | 69,385 | ||
IWS ISHARES TR | RUS MDCP VAL ETF | 464287473 | $3.62M | 2 % | 27,979 | ||
AVDX AVIDXCHANGE HOLDINGS INC | COM | 05368X102 | $2.04M | 1 % | 196,912 |
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