Instuitional Investor - Hapanowicz & Associates Financial Services, Inc
Fund Profile
Filing Period:
Fund Name: | Hapanowicz & Associates Financial Services, Inc |
Portfolio Value | $199,078,315 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 504,180 | $52,081,564 | 26.16% | |
2. | Vanguard Scottsdale Funds | 569,185 | $46,246,099 | 23.23% | |
3. | SPY | 50,070 | $29,345,574 | 14.74% | |
4. | First Tr Sml Cp Core Alpha F | 248,192 | $25,082,322 | 12.59% | |
5. | Vanguard Specialized Funds | 80,386 | $15,741,863 | 7.9% |