The Analysis of Hapanowicz & Associates Financial Services, Inc's Holdings
Currently, Hapanowicz & Associates Financial Services, Inc holds 34 types of securities in its portfolio with a total value $216.6M. In the most recent quarter, they have increased their positions in VONV (+16.8K shares, valued at $1.5M), NVDA (+5.4K shares, valued at $1.0M), SPY (+1.2K shares, valued at $820.7K); decreased their positions in VONG (-5.6K shares, valued at $674.6K), ACWX (-4.8K shares, valued at $310.2K), VTI (-213 shares, valued at $69.9K); initiated new positions in SCHR (+26.1K shares, valued at $656.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VONG VANGUARD SCOTTSDALE FDS526.7K shares-1.05%2025-09-302025-11-12
VONV VANGUARD SCOTTSDALE FDS604.9K shares2.85%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR56.1K shares2.25%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS85.1K shares1.86%2025-09-302025-11-12 VOT VANGUARD INDEX FDS29.1K shares2.62%2025-09-302025-11-12 VONE VANGUARD SCOTTSDALE FDS21.2K shares4.11%2025-09-302025-11-12 FYX FIRST TR EXCHANGE-TRADED ALP47.2K shares-0.55%2025-09-302025-11-12 ACWX ISHARES TR76.8K shares-5.85%2025-09-302025-11-12 IWS ISHARES TR24.7K shares-0.27%2025-09-302025-11-12 IWR ISHARES TR14.8K shares-2.61%2025-09-302025-11-12 NVDA NVIDIA CORPORATION7.6K shares239.50%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE3.0K shares0.00%2025-09-302025-11-12 AAPL APPLE INC4.3K shares13.48%2025-09-302025-11-12 TSLA TESLA INC1.8K shares11.08%2025-09-302025-11-12 GOOGL ALPHABET INC3.1K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2025-09-302025-11-12 SCHR SCHWAB STRATEGIC TR26.1K sharesnew addition2025-09-302025-11-12 MSFT MICROSOFT CORP1.3K shares15.79%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP1.2K shares0.00%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC3.0K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC781 shares0.00%2025-09-302025-11-12 GLD SPDR GOLD TR1.6K shares2.87%2025-09-302025-11-12 GOOG ALPHABET INC1.9K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC1.9K shares0.00%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC4.7K shares-5.02%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC6.1K shares2.30%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.850 shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP820 shares0.00%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS733 shares-22.52%2025-09-302025-11-12 T AT&T INC7.8K shares0.00%2025-09-302025-11-12 EQT EQT CORP4.0K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC3.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available