Hapanowicz & Associates Financial Services, Inc - Portfolio overview

Hapanowicz & Associates Financial Services, Inc has 37 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. VONG - VANGUARD SCOTTSDALE FDS, 22.89%
2. VONV - VANGUARD SCOTTSDALE FDS, 22.82%
3. SPY - STATE STR SPDR S&P 500 ETF T, 15.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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