0001085146-21-001359.txt : 20210429 0001085146-21-001359.hdr.sgml : 20210429 20210429110437 ACCESSION NUMBER: 0001085146-21-001359 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210429 DATE AS OF CHANGE: 20210429 EFFECTIVENESS DATE: 20210429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hapanowicz & Associates Financial Services, Inc CENTRAL INDEX KEY: 0001695959 IRS NUMBER: 251839938 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17633 FILM NUMBER: 21868112 BUSINESS ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2250 CITY: PITTSBURGH STATE: PA ZIP: 15219 BUSINESS PHONE: 412-261-5966 MAIL ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2250 CITY: PITTSBURGH STATE: PA ZIP: 15219 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001695959 XXXXXXXX 03-31-2021 03-31-2021 false Hapanowicz & Associates Financial Services, Inc

ONE OXFORD CENTRE SUITE 2250 PITTSBURGH PA 15219

13F HOLDINGS REPORT 028-17633 N Robert Hapanowicz 412-261-5966 /s/ Robert Hapanowicz Pittsburgh PA 04-28-2021 0 29 210371 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 344 167 SH SOLE 155 0 12 ALPHABET INC CAP STK CL C 02079K107 430 208 SH SOLE 200 0 8 AMAZON COM INC COM 023135106 319 103 SH SOLE 0 0 103 APPLE INC COM 037833100 207 1694 SH SOLE 1160 0 534 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 395 1545 SH SOLE 0 0 1545 DISNEY WALT CO COM 254687106 276 1494 SH SOLE 826 0 668 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11396 223179 SH SOLE 10424 0 212755 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 14750 162800 SH SOLE 7330 0 155470 ISHARES TR EAFE VALUE ETF 464288877 13790 270553 SH SOLE 8244 0 262309 ISHARES TR MSCI ACWI EX US 464288240 5681 102953 SH SOLE 0 0 102953 ISHARES TR MSCI EMG MKT ETF 464287234 6633 124360 SH SOLE 4372 0 119988 ISHARES TR RUS MDCP VAL ETF 464287473 16054 146882 SH SOLE 6554 0 140328 ISHARES TR RUS MID CAP ETF 464287499 1606 21727 SH SOLE 0 0 21727 JOHNSON & JOHNSON COM 478160104 206 1255 SH SOLE 850 0 405 JPMORGAN CHASE & CO COM 46625H100 384 2520 SH SOLE 2354 0 166 KIMBERLY-CLARK CORP COM 494368103 227 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 462 1251 SH SOLE 0 0 1251 PEPSICO INC COM 713448108 560 3959 SH SOLE 250 0 3709 PNC FINL SVCS GROUP INC COM 693475105 589 3358 SH SOLE 225 0 3133 PPG INDS INC COM 693506107 240 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 151 14600 SH SOLE 7300 0 7300 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13346 150416 SH SOLE 15567 0 134849 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 70533 858169 SH SOLE 51191 0 806978 VANGUARD INDEX FDS SM CP VAL ETF 922908611 204 1233 SH SOLE 0 0 1233 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 23083 92328 SH SOLE 4155 0 88173 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2729 14737 SH SOLE 0 0 14737 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 25238 189859 SH SOLE 8951 0 180908 VIACOMCBS INC CL B 92556H206 337 7464 SH SOLE 0 0 7464 ZILLOW GROUP INC CL C CAP STK 98954M200 201 1550 SH SOLE 1550 0 0