0001085146-22-002438.txt : 20220718 0001085146-22-002438.hdr.sgml : 20220718 20220715181141 ACCESSION NUMBER: 0001085146-22-002438 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220718 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: 221087794 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 06-30-2022 06-30-2022 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 07-13-2022 0 29 128174 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALERISLIFE INC COM NEW 33832D205 14 12000 SH SOLE 0 0 12000 ALPHABET INC CAP STK CL A 02079K305 431 198 SH SOLE 0 0 198 ALPHABET INC CAP STK CL C 02079K107 455 208 SH SOLE 0 0 208 AMAZON COM INC COM 023135106 259 2440 SH SOLE 0 0 2440 AMC ENTMT HLDGS INC CL A COM 00165C104 136 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 306 2236 SH SOLE 0 0 2236 AVIDXCHANGE HOLDINGS INC COM 05368X102 1270 206912 SH SOLE 0 0 206912 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 424 1552 SH SOLE 0 0 1552 CNX RES CORP COM 12653C108 165 10000 SH SOLE 5000 0 5000 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7055 146058 SH SOLE 4374 0 141684 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 15495 202149 SH SOLE 5753 0 196396 HERSHEY CO COM 427866108 258 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 3221 71579 SH SOLE 0 0 71579 ISHARES TR RUS MDCP VAL ETF 464287473 16612 163553 SH SOLE 5001 0 158552 ISHARES TR RUS MID CAP ETF 464287499 1386 21442 SH SOLE 0 0 21442 JPMORGAN CHASE & CO COM 46625H100 210 1861 SH SOLE 0 0 1861 KIMBERLY-CLARK CORP COM 494368103 221 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 599 1392 SH SOLE 0 0 1392 PARAMOUNT GLOBAL CLASS B COM 92556H206 235 9519 SH SOLE 0 0 9519 PEPSICO INC COM 713448108 618 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 479 3033 SH SOLE 0 0 3033 RANGE RES CORP COM 75281A109 361 14600 SH SOLE 7300 0 7300 SPDR GOLD TR GOLD SHS 78463V107 216 1285 SH SOLE 0 0 1285 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11696 150624 SH SOLE 14917 0 135707 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1997 26002 SH SOLE 0 0 26002 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4435 25288 SH SOLE 154 0 25134 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 28936 514142 SH SOLE 16090 0 498052 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2818 16401 SH SOLE 0 0 16401 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 27866 438492 SH SOLE 15119 0 423373