Hapanowicz & Associates Financial Services, Inc
CIK 1695959 · Holdings on Mar 31, 2025 · First reported Apr 28, 2025
Top ten holdings
Q1 2025- VONV26.86%
- VONG26.63%
- SPY17.02%
- VIG8.98%
- VOT3.81%
- FYX3.53%
- VONE2.43%
- ACWX2.21%
- IWS1.77%
- IWR1.11%
Share classes counted separately94.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FYXWeight decreased · -9.07 pp12.60% → 3.53%Shares -177.90K (-71.68%)
- VONVWeight increased · +3.63 pp23.23% → 26.86%Shares +15.29K (+2.69%)
- SPYWeight increased · +2.28 pp14.74% → 17.02%Shares +4.57K (+9.12%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $48.24M | 26.86% | 584.47K shares | 23.23% → 26.86%+3.63 pp +15.29K (+2.69%) | Added | ↗▾ |
| 02 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $47.83M | 26.63% | 515.44K shares | 26.16% → 26.63%+0.47 pp +11.26K (+2.23%) | Added | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $30.56M | 17.02% | 54.64K shares | 14.74% → 17.02%+2.28 pp +4.57K (+9.12%) | Added | ↗▾ |
| 04 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $16.14M | 8.98% | 83.19K shares | 7.91% → 8.98%+1.07 pp +2.81K (+3.49%) | Added | ↗▾ |
| 05 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $6.85M | 3.81% | 27.98K shares | 3.47% → 3.81%+0.34 pp +765 (+2.81%) | Added | ↗▾ |
| 06 | FYXFIRST TRUST SMALL CAP CORE ACOM SHS View history and evidence | $6.33M | 3.53% | 70.29K shares | 12.60% → 3.53%-9.07 pp -177.90K (-71.68%) | Reduced | ↗▾ |
| 07 | VONEVANGUARD RUSSELL 1000VNG RUS1000IDX View history and evidence | $4.37M | 2.43% | 17.21K shares | 2.27% → 2.43%+0.16 pp +294 (+1.74%) | Added | ↗▾ |
| 08 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $3.98M | 2.21% | 71.73K shares | 1.82% → 2.21%+0.39 pp +2.34K (+3.38%) | Added | ↗▾ |
| 09 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $3.19M | 1.77% | 25.31K shares | 1.82% → 1.77%-0.05 pp -2.67K (-9.55%) | Reduced | ↗▾ |
| 10 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $2.00M | 1.11% | 23.46K shares | 0.98% → 1.11%+0.13 pp +1.34K (+6.06%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1695959 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 179620432
}Research all 32 reported holdings.
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