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CIK: 0001695959
Total reported value
$321.5M
$321.5M
28 檔
52.4%
According to the latest 13F quarterly dataset, Hapanowicz & Associates Financial Services, Inc managed an equity portfolio of $321.5M at the end of Q4 2024, spanning 28 distinct U.S. exchange-listed positions.
Hapanowicz & Associates Financial Services, Inc executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 26.16% | -1.92% | -0.68% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 23.23% | -2.63% | +1.61% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.74% | -1.47% | +27.37% | |
| 4 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 12.60% | -0.15% | +0.33% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.91% | -0.98% | -0.34% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.47% | -0.20% | +3.19% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 2.27% | -0.33% | -2.84% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.82% | -0.27% | -0.75% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.82% | -0.16% | -72.73% | |
| 10 | AVDX | Avidxchange Holdings Inc | Stock-Other | 1.02% | — | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.98% | -0.08% | -2.57% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.01% | -2.17% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.06% | +6.42% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.02% | -3.22% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.05% | — | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.31% | — | — | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | -0.10% | — | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 0.29% | -0.01% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.03% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.07% | NEW | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.04% | +1.56% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.06% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | +0.04% | +13.85% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.04% | — | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.13% | -0.03% | — | |
| 26 | MFC | Manulife Financial CORP | Stock-Financials | 0.12% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.06% | NEW | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.4% | +27.37% | Add |
| 2 | VONG | Vanguard Russell 1000 Growth | +1.5% | -0.68% | Trim |
| 3 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +3.19% | Add |
| 4 | AVDX | Avidxchange Holdings Inc | +0.2% | — | Unchanged |
| 5 | FYX | First Trust Small Cap Core A | +0.2% | +0.33% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +67.53% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +6.42% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | -2.17% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -3.22% | Trim |
| 12 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 13 | GLD | Spdr Gold Shares | 0% | +13.85% | Add |
| 14 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 15 | META | Meta Platforms Inc-class A | 0% | +1.56% | Add |
| 16 | MFC | Manulife Financial CORP | 0% | — | Unchanged |
| 17 | FDX | Fedex CORP | 0% | — | Unchanged |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 19 | MSFT | Microsoft CORP | — | — | Unchanged |
| 20 | VONE | Vanguard Russell 1000 | 0% | -2.84% | Trim |
| 21 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 22 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 23 | IWR | Ishares Russell Mid-cap ETF | 0% | -2.57% | Trim |
| 24 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 25 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 26 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | Sold out |
| 27 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.34% | Trim |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -0.75% | Trim |
| 29 | VONV | Vanguard Russell 1000 Value | -0.3% | +1.61% | Add |
| 30 | IWS | Ishares Russell Mid-cap Valu | -5% | -72.73% | Trim |
According to official SEC Form 13F filings, Hapanowicz & Associates Financial Services, Inc reported a total U.S. public equity portfolio value of $321.5M across 28 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, VONV, SPY) accounted for 52.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
JPM
市值: $209.0K
Top Position Liquidated / Trimmed
KHC
前期市值: $249.3K
During Q4 2024, Hapanowicz & Associates Financial Services, Inc's top holdings by market value included VONG (26.2%)、VONV (23.2%)、SPY (14.7%). The largest single position, VONG, represented 26.2% of total portfolio value.
In Q4 2024, Hapanowicz & Associates Financial Services, Inc made 19 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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