0001085146-21-002031.txt : 20210721 0001085146-21-002031.hdr.sgml : 20210721 20210720214930 ACCESSION NUMBER: 0001085146-21-002031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210721 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: 211102610 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 06-30-2021 06-30-2021 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 07-19-2021 0 30 226988 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 408 167 SH SOLE 155 0 12 ALPHABET INC CAP STK CL C 02079K107 521 208 SH SOLE 200 0 8 AMAZON COM INC COM 023135106 354 103 SH SOLE 0 0 103 AMC ENTMT HLDGS INC CL A COM 00165C104 567 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 232 1694 SH SOLE 1160 0 534 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 429 1545 SH SOLE 0 0 1545 CNX RES CORP COM 12653C108 139 10200 SH SOLE 5000 0 5200 DISNEY WALT CO COM 254687106 263 1494 SH SOLE 826 0 668 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11869 233183 SH SOLE 10424 0 222759 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 15664 167956 SH SOLE 7746 0 160210 HERSHEY CO COM 427866108 209 1200 SH SOLE 0 0 1200 ISHARES TR EAFE VALUE ETF 464288877 15996 309034 SH SOLE 8244 0 300790 ISHARES TR MSCI ACWI EX US 464288240 4335 75372 SH SOLE 0 0 75372 ISHARES TR MSCI EMG MKT ETF 464287234 7399 134156 SH SOLE 4577 0 129579 ISHARES TR RUS MDCP VAL ETF 464287473 17099 148712 SH SOLE 6890 0 141822 ISHARES TR RUS MID CAP ETF 464287499 1721 21715 SH SOLE 0 0 21715 JPMORGAN CHASE & CO COM 46625H100 392 2520 SH SOLE 2354 0 166 KIMBERLY-CLARK CORP COM 494368103 219 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 473 1251 SH SOLE 0 0 1251 PEPSICO INC COM 713448108 587 3959 SH SOLE 250 0 3709 PNC FINL SVCS GROUP INC COM 693475105 641 3358 SH SOLE 225 0 3133 PPG INDS INC COM 693506107 272 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 245 14600 SH SOLE 7300 0 7300 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14426 160356 SH SOLE 15567 0 144789 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 74616 908177 SH SOLE 51191 0 856986 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 358 1514 SH SOLE 132 0 1382 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 26491 379412 SH SOLE 17762 0 361650 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2976 14859 SH SOLE 0 0 14859 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 27750 398705 SH SOLE 17902 0 380803 VIACOMCBS INC CL B 92556H206 337 7464 SH SOLE 0 0 7464