Instuitional Investor - Hapanowicz & Associates Financial Services, Inc
Fund Profile
Filing Period:
Fund Name: | Hapanowicz & Associates Financial Services, Inc |
Portfolio Value | $198,012,387 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 532,343 | $58,131,931 | 29.36% | |
2. | Vanguard Scottsdale Funds | 588,179 | $50,118,483 | 25.31% | |
3. | SPY | 54,851 | $33,891,148 | 17.12% | |
4. | Vanguard Specialized Funds - DIV APP ETF | 83,588 | $17,108,077 | 8.64% | |
5. | Vanguard Index Fds | 28,309 | $8,051,178 | 4.07% |