0001085146-22-003526.txt : 20221021 0001085146-22-003526.hdr.sgml : 20221021 20221020184948 ACCESSION NUMBER: 0001085146-22-003526 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221021 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: 221321945 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 09-30-2022 09-30-2022 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 10-20-2022 0 27 108221 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALERISLIFE INC COM NEW 33832D205 11 12000 SH SOLE 0 0 12000 ALPHABET INC CAP STK CL A 02079K305 396 4136 SH SOLE 0 0 4136 ALPHABET INC CAP STK CL C 02079K107 400 4160 SH SOLE 0 0 4160 AMAZON COM INC COM 023135106 299 2650 SH SOLE 0 0 2650 AMC ENTMT HLDGS INC CL A COM 00165C104 70 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 352 2547 SH SOLE 0 0 2547 AVIDXCHANGE HOLDINGS INC COM 05368X102 1742 206912 SH SOLE 0 0 206912 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 414 1552 SH SOLE 0 0 1552 CNX RES CORP COM 12653C108 155 10000 SH SOLE 5000 0 5000 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 15687 215748 SH SOLE 5753 0 209995 HERSHEY CO COM 427866108 265 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 2887 72147 SH SOLE 0 0 72147 ISHARES TR RUS MDCP VAL ETF 464287473 16296 169663 SH SOLE 5001 0 164662 ISHARES TR RUS MID CAP ETF 464287499 1351 21738 SH SOLE 0 0 21738 JPMORGAN CHASE & CO COM 46625H100 276 2645 SH SOLE 0 0 2645 KIMBERLY-CLARK CORP COM 494368103 207 1835 SH SOLE 0 0 1835 LOCKHEED MARTIN CORP COM 539830109 542 1404 SH SOLE 0 0 1404 PEPSICO INC COM 713448108 606 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 453 3033 SH SOLE 0 0 3033 PPG INDS INC COM 693506107 221 2000 SH SOLE 0 0 2000 RANGE RES CORP COM 75281A109 369 14600 SH SOLE 7300 0 7300 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 962 12862 SH SOLE 0 0 12862 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5290 31022 SH SOLE 154 0 30868 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 28839 531992 SH SOLE 16010 0 515982 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2526 15459 SH SOLE 0 0 15459 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 27579 462031 SH SOLE 15119 0 446912 WRAP TECHNOLOGIES INC COM 98212N107 26 15000 SH SOLE 0 0 15000