0001085146-23-000450.txt : 20230130 0001085146-23-000450.hdr.sgml : 20230130 20230127180817 ACCESSION NUMBER: 0001085146-23-000450 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230130 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: 23564667 BUSINESS ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2550 CITY: PITTSBURGH STATE: PA ZIP: 15219 BUSINESS PHONE: 412-261-5966 MAIL ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2550 CITY: PITTSBURGH STATE: PA ZIP: 15219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001695959 XXXXXXXX 12-31-2022 12-31-2022 false Hapanowicz & Associates Financial Services, Inc

ONE OXFORD CENTRE SUITE 2550 PITTSBURGH PA 15219

13F HOLDINGS REPORT 028-17633 N Robert Hapanowicz 412-261-5966 /s/ Robert Hapanowicz Pittsburgh PA 01-27-2023 0 30 137792727 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALERISLIFE INC COM NEW 33832D205 BBG001SC4JB2 6600 12000 SH SOLE 0 0 12000 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 336949 3819 SH SOLE 0 0 3819 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 323421 3645 SH SOLE 0 0 3645 AMAZON COM INC COM 023135106 BBG001S5PQL7 238560 2840 SH SOLE 0 0 2840 AMC ENTMT HLDGS INC CL A COM 00165C104 BBG001SZYYL4 40700 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 BBG001S5N8V8 268047 2063 SH SOLE 0 0 2063 AVIDXCHANGE HOLDINGS INC COM 05368X102 BBG012MBDGV1 2056705 206912 SH SOLE 0 0 206912 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 434623 1407 SH SOLE 0 0 1407 CNX RES CORP COM 12653C108 BBG001SC7TN4 168400 10000 SH SOLE 5000 0 5000 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 BBG001ST68W4 17108163 218077 SH SOLE 5753 0 212324 HERITAGE INSURANCE HLDGS INC COM 42727J102 BBG006D4PF57 18000 10000 SH SOLE 0 0 10000 HERSHEY CO COM 427866108 BBG001S5S148 277884 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 2224949 48899 SH SOLE 0 0 48899 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 17903950 169965 SH SOLE 5001 0 164964 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1446113 21440 SH SOLE 0 0 21440 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 302933 2259 SH SOLE 0 0 2259 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 221951 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 586707 1206 SH SOLE 0 0 1206 PEPSICO INC COM 713448108 BBG001S695T1 670068 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 479032 3033 SH SOLE 0 0 3033 PPG INDS INC COM 693506107 BBG001S5VC13 201184 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 BBG001SBZNN8 365292 14600 SH SOLE 7300 0 7300 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 216970 1279 SH SOLE 0 0 1279 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 10661717 269372 SH SOLE 3589 0 265783 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 902909 11994 SH SOLE 0 0 11994 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 5864315 32623 SH SOLE 154 0 32469 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 29412828 533613 SH SOLE 16010 0 517603 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 3534268 20282 SH SOLE 0 0 20282 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 30856619 463452 SH SOLE 15119 0 448333 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 10662870 70220 SH SOLE 944 0 69276