0001085146-22-001514.txt : 20220422 0001085146-22-001514.hdr.sgml : 20220422 20220421200234 ACCESSION NUMBER: 0001085146-22-001514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220422 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220422 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: 22842963 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 03-31-2022 03-31-2022 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 04-20-2022 0 26 218321 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALERISLIFE INC COM NEW 33832D205 26 12000 SH SOLE 0 0 12000 AMAZON COM INC COM 023135106 398 122 SH SOLE 0 0 122 AMC ENTMT HLDGS INC CL A COM 00165C104 246 10000 SH SOLE 0 0 10000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 548 1552 SH SOLE 0 0 1552 CNX RES CORP COM 12653C108 207 10000 SH SOLE 5000 0 5000 COSTCO WHSL CORP NEW COM 22160K105 230 400 SH SOLE 0 0 400 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11354 231943 SH SOLE 2536 0 229407 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 17459 190661 SH SOLE 1279 0 189382 HERSHEY CO COM 427866108 260 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 3619 69242 SH SOLE 0 0 69242 ISHARES TR RUS MDCP VAL ETF 464287473 18612 155568 SH SOLE 1175 0 154393 ISHARES TR RUS MID CAP ETF 464287499 1562 20016 SH SOLE 0 0 20016 KIMBERLY-CLARK CORP COM 494368103 201 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 634 1436 SH SOLE 0 0 1436 PARAMOUNT GLOBAL CLASS B COM 92556H206 360 9519 SH SOLE 0 0 9519 PEPSICO INC COM 713448108 621 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 559 3033 SH SOLE 0 0 3033 PPG INDS INC COM 693506107 210 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 444 14600 SH SOLE 7300 0 7300 SPDR GOLD TR GOLD SHS 78463V107 232 1285 SH SOLE 0 0 1285 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13171 160812 SH SOLE 13375 0 147437 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 80190 1029397 SH SOLE 24199 0 1005198 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4580 20554 SH SOLE 154 0 20400 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 28946 405634 SH SOLE 3064 0 402570 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 3094 14933 SH SOLE 0 0 14933 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 30558 419756 SH SOLE 5266 0 414490