Reported Holdings Of The
Hapanowicz & Associates Financial Services Inc
Legal Name: HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
Security | Shares Held / Principal Amount | Market Value | Option |
---|---|---|---|
VANGUARD BD INDEX FD INC (921937827) | 488,892 | $39,369k | |
VANGUARD SCOTTSDALE FDS (92206C714) | 207,456 | $23,147k | |
Vanguard Russell 1000 Growth (92206C680) | 130,038 | $21,105k | |
VANGUARD BD INDEX FD INC (921937819) | 220,848 | $19,099k | |
ISHARES (464288877) | 265,068 | $12,739k | |
ISHARES TR RUS MDCP VAL ETF (464287473) | 126,744 | $11,303k | |
First Trust Small Cap Core Alp (33734Y109) | 118,251 | $7,279k | |
ISHARES (464287234) | 128,188 | $5,489k | |
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835) | 58,638 | $4,870k | |
VANGUARD SCOTTSDALE FDS (92206C730) | 16,531 | $2,233k | |
ISHARES TR (464288240) | 40,482 | $1,898k | |
ISHARES TR RUS MID CAP ETF (464287499) | 21,248 | $1,180k | |
PEPSICO INC (713448108) | 3,709 | $486k | |
FIRST TR EXCHANGE TRADED FD (33733E302) | 3,022 | $435k | |
BERKSHIRE HATHAWAY (084670108) | 1 | $318k | |
CBS CORPORATION (124857202) | 5,287 | $264k | |
KIMBERLY CLARK CORP (494368103) | 1,635 | $218k | |
RANGE RESOURCES CORP (75281A109) | 14,600 | $102k |