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 $255.2M. In the most recent quarter, they have increased their positions in SCHR (+1.3M shares, valued at $32.9M), MMIT (+61.7K shares, valued at $1.5M), SPY (+884 shares, valued at $602.8K); decreased their positions in VONG (-7.6K shares, valued at $930.0K), ACWX (-5.5K shares, valued at $370.9K), TSLA (-381 shares, valued at $171.3K); initiated new positions in MMIT (+61.7K shares, valued at $1.5M), FDX (+704 shares, valued at $203.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VONG VANGUARD SCOTTSDALE FDS519.1K shares-1.45%2025-12-312026-02-11
VONV VANGUARD SCOTTSDALE FDS610.1K shares0.85%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR57.0K shares1.58%2025-12-312026-02-11 SCHR SCHWAB STRATEGIC TR1.3M shares5011.02%2025-12-312026-02-11 VIG VANGUARD SPECIALIZED FUNDS86.6K shares1.70%2025-12-312026-02-11 VOT VANGUARD INDEX FDS29.5K shares1.44%2025-12-312026-02-11 VONE VANGUARD SCOTTSDALE FDS22.5K shares6.07%2025-12-312026-02-11 FYX FIRST TR EXCHANGE-TRADED ALP46.2K shares-2.08%2025-12-312026-02-11 ACWX ISHARES TR71.3K shares-7.19%2025-12-312026-02-11 IWS ISHARES TR24.4K shares-1.29%2025-12-312026-02-11 MMIT NEW YORK LIFE INVTS ACTIVE E61.7K sharesnew addition2025-12-312026-02-11 IWR ISHARES TR15.2K shares2.73%2025-12-312026-02-11 DIA SPDR DOW JONES INDL AVERAGE3.0K shares0.00%2025-12-312026-02-11 NVDA NVIDIA CORPORATION7.6K shares0.00%2025-12-312026-02-11 AAPL APPLE INC4.3K shares0.00%2025-12-312026-02-11 ALPHABET INC ALPHABET INC3.1K shares0.00%2025-12-312026-02-11 TSLA TESLA INC1.5K shares-20.77%2025-12-312026-02-11 PNC PNC FINL SVCS GROUP INC3.0K shares0.00%2025-12-312026-02-11 GLD SPDR GOLD TR1.6K shares-1.77%2025-12-312026-02-11 MSFT MICROSOFT CORP1.3K shares0.00%2025-12-312026-02-11 ALPHABET INC ALPHABET INC1.9K shares0.00%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP1.2K shares0.00%2025-12-312026-02-11 META META PLATFORMS INC781 shares0.00%2025-12-312026-02-11 AMZN AMAZON COM INC1.9K shares0.00%2025-12-312026-02-11 AMAT APPLIED MATLS INC1.6K shares0.00%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.850 shares0.00%2025-12-312026-02-11 VZ VERIZON COMMUNICATIONS INC6.4K shares4.15%2025-12-312026-02-11 VT VANGUARD INTL EQUITY INDEX F1.8K shares1.72%2025-12-312026-02-11 MCD MCDONALDS CORP820 shares0.00%2025-12-312026-02-11 CSCO CISCO SYS INC3.0K shares0.00%2025-12-312026-02-11 VTI VANGUARD INDEX FDS672 shares-8.32%2025-12-312026-02-11 EQT CORP EQT CORP4.0K shares0.00%2025-12-312026-02-11 FDX FEDEX CORP704 sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available