account_balance
Investment manager · 13F filer · SEC CIK 1695959
Hapanowicz & Associates Financial Services, Inc
Reported value$325Mas of Sep 30, 2026
Positions38 2 new, 1 sold out
Top 10 weight92.4%VONG alone is 21%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VONGVanguard Scottsdale FDS
21.4%
VONVVanguard Scottsdale FDS
20.6%
SPYSPDR S&P 500 ETF Trust
14.1%
UTWORBB Fd Inc
11.4%Added +6%
SCHRSchwab Strategic Tr
10.4%
VIGVanguard Specialized Funds
6.6%
VOTVanguard Index FDS
2.6%
VONEVanguard Scottsdale FDS
2.2%
FYX1.7%
ACWX1.4%
IWS1.1%
MMIT
VONGVanguard Scottsdale FDS
21.4%
VONVVanguard Scottsdale FDS
20.6%
SPYSPDR S&P 500 ETF Trust
14.1%
UTWORBB Fd Inc
11.4%Added +6%
SCHRSchwab Strategic Tr
10.4%
VIG6.6%
VOT
FYX
ACWX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VONG Vanguard Scottsdale FDS 21.4% Held
VONV Vanguard Scottsdale FDS 20.6% Held
SPY SPDR S&P 500 ETF Trust 14.1% HeldUTWO RBB Fd Inc 11.4% Added +6%
SCHR Schwab Strategic Tr 10.4% Held
VIG Vanguard Specialized Funds 6.6% Held
VOT Vanguard Index FDS 2.6% Trimmed −5%
VONE Vanguard Scottsdale FDS 2.2% Trimmed −5%
FYX First Tr Exchange-Traded Alp 1.7% Held
ACWX iShares Tr 1.4% Held
IWS iShares Tr 1.1% Held
MMIT Nylim Active ETF Tr 0.7% Held
What changed
Biggest moves since Jun 30, 2026
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