0001085146-22-000779.txt : 20220210 0001085146-22-000779.hdr.sgml : 20220210 20220210161649 ACCESSION NUMBER: 0001085146-22-000779 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 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: 22614152 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 12-31-2021 12-31-2021 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 02-09-2022 0 33 225268 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 574 198 SH SOLE 155 0 43 ALPHABET INC CAP STK CL C 02079K107 602 208 SH SOLE 200 0 8 AMAZON COM INC COM 023135106 406 122 SH SOLE 0 0 122 AMC ENTMT HLDGS INC CL A COM 00165C104 272 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 397 2236 SH SOLE 1160 0 1076 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 462 1545 SH SOLE 0 0 1545 CNX RES CORP COM 12653C108 141 10200 SH SOLE 5000 0 5200 COSTCO WHSL CORP NEW COM 22160K105 227 400 SH SOLE 0 0 400 DISNEY WALT CO COM 254687106 232 1494 SH SOLE 826 0 668 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11798 236641 SH SOLE 7203 0 229438 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 17764 183161 SH SOLE 6148 0 177013 FIVE STAR SENIOR LIVING INC COM NEW 33832D205 35 12000 SH SOLE 0 0 12000 HERSHEY CO COM 427866108 232 1200 SH SOLE 0 0 1200 ISHARES TR IBOXX INV CP ETF 464287242 445 3349 SH SOLE 0 0 3349 ISHARES TR MSCI ACWI EX US 464288240 3836 69036 SH SOLE 0 0 69036 ISHARES TR RUS MDCP VAL ETF 464287473 18618 152058 SH SOLE 5296 0 146762 ISHARES TR RUS MID CAP ETF 464287499 1672 20153 SH SOLE 0 0 20153 JPMORGAN CHASE & CO COM 46625H100 310 1961 SH SOLE 1795 0 166 KIMBERLY-CLARK CORP COM 494368103 234 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 511 1436 SH SOLE 0 0 1436 MICROSOFT CORP COM 594918104 208 615 SH SOLE 130 0 485 PEPSICO INC COM 713448108 644 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 628 3133 SH SOLE 0 0 3133 PPG INDS INC COM 693506107 279 1616 SH SOLE 0 0 1616 RANGE RES CORP COM 75281A109 260 14600 SH SOLE 7300 0 7300 SPDR GOLD TR GOLD SHS 78463V107 220 1285 SH SOLE 0 0 1285 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13340 152238 SH SOLE 16307 0 135931 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 82773 1024119 SH SOLE 46313 0 977806 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3330 13103 SH SOLE 154 0 12949 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 30624 389861 SH SOLE 14172 0 375689 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 3255 14891 SH SOLE 0 0 14891 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 30652 415607 SH SOLE 15534 0 400073 VIACOMCBS INC CL B 92556H206 287 9519 SH SOLE 0 0 9519