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
President
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