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The Analysis of Hapanowicz & Associates Financial Services, Inc's Holdings & P&L

Currently, Hapanowicz & Associates Financial Services, Inc holds 31 types of securities in its portfolio with a total value $251.4M. In the most recent quarter, they have increased their positions in SCHR (+61.0K shares, valued at $1.5M), SPY (+1.8K shares, valued at $1.2M), AMZN (+4.8K shares, valued at $994.5K); decreased their positions in ACWX (-8.0K shares, valued at $546.2K), NVDA (-2.7K shares, valued at $463.0K), FYX (-3.8K shares, valued at $447.7K); initiated new positions in TAFI (+9.8K shares, valued at $247.4K).

1M P&L

+9.6M+3.61%

3M P&L

+14.1M+5.41%

HY P&L

+22.8M+9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A241.1M

97.0%

2Internet Retail1.4M

0.6%

3Consumer Electronics1.0M

0.4%

Top Industries by Stock Count

1N/A16 stocks

57.1%

2Internet Retail1 stocks

3.6%

3Consumer Electronics1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS528.0K shares1.71%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS615.8K shares0.93%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T58.8K shares3.24%2026-03-312026-04-28

SCHR SCHWAB STRATEGIC TR1.4M shares4.57%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS88.7K shares2.40%2026-03-312026-04-28

VOT VANGUARD INDEX FDS30.5K shares3.54%2026-03-312026-04-28

VONE VANGUARD SCOTTSDALE FDS22.1K shares-1.85%2026-03-312026-04-28

FYX FIRST TR EXCHANGE-TRADED ALP42.5K shares-8.11%2026-03-312026-04-28

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ACWX ISHARES TR63.3K shares-11.19%2026-03-312026-04-28

IWS ISHARES TR22.1K shares-9.50%2026-03-312026-04-28

MMIT NEW YORK LIFE INVTS ACTIVE E96.6K shares56.52%2026-03-312026-04-28

IWR ISHARES TR14.8K shares-2.53%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND3.0K shares0.00%2026-03-312026-04-28

AMZN AMAZON COM INC6.7K shares245.38%2026-03-312026-04-28

ALPHABET INC ALPHABET INC4.6K shares142.91%2026-03-312026-04-28

AAPL APPLE INC4.1K shares-3.55%2026-03-312026-04-28

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NVDA NVIDIA CORPORATION4.9K shares-34.94%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.0K shares-5.54%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP1.2K shares0.00%2026-03-312026-04-28

GLD SPDR GOLD TR1.7K shares9.28%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-3.16%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC2.9K shares-0.91%2026-03-312026-04-28

TSLA TESLA INC1.5K shares0.21%2026-03-312026-04-28

AMAT APPLIED MATLS INC1.6K shares0.00%2026-03-312026-04-28

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META META PLATFORMS INC801 shares2.56%2026-03-312026-04-28

MSFT MICROSOFT CORP1.1K shares-12.69%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC6.8K shares6.97%2026-03-312026-04-28

MCD MCDONALDS CORP848 shares3.41%2026-03-312026-04-28

FDX FEDEX CORP713 shares1.28%2026-03-312026-04-28

TAFI AB ACTIVE ETFS INC9.8K sharesnew addition2026-03-312026-04-28

VT VANGUARD INTL EQUITY INDEX F1.7K shares-3.32%2026-03-312026-04-28

VONG

VANGUARD SCOTTSDALE FDS

1.71%

Shares528.0K

Event2026-03-31

Filed2026-04-28

VONV

VANGUARD SCOTTSDALE FDS

0.93%

Shares615.8K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

3.24%

Shares58.8K

Event2026-03-31

Filed2026-04-28

SCHR

SCHWAB STRATEGIC TR

4.57%

Shares1.4M

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

2.40%

Shares88.7K

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD INDEX FDS

3.54%

Shares30.5K

Event2026-03-31

Filed2026-04-28

VONE

VANGUARD SCOTTSDALE FDS

-1.85%

Shares22.1K

Event2026-03-31

Filed2026-04-28

FYX

FIRST TR EXCHANGE-TRADED ALP

-8.11%

Shares42.5K

Event2026-03-31

Filed2026-04-28

ACWX

ISHARES TR

-11.19%

Shares63.3K

Event2026-03-31

Filed2026-04-28

IWS

ISHARES TR

-9.50%

Shares22.1K

Event2026-03-31

Filed2026-04-28

MMIT

NEW YORK LIFE INVTS ACTIVE E

56.52%

Shares96.6K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

-2.53%

Shares14.8K

Event2026-03-31

Filed2026-04-28

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

245.38%

Shares6.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

142.91%

Shares4.6K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-3.55%

Shares4.1K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-34.94%

Shares4.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-5.54%

Shares3.0K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

9.28%

Shares1.7K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-3.16%

Shares1.4K

Event2026-03-31

Filed2026-04-28

PNC

PNC FINL SVCS GROUP INC

-0.91%

Shares2.9K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

0.21%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28