0001085146-23-002945.txt : 20230728 0001085146-23-002945.hdr.sgml : 20230728 20230728135829 ACCESSION NUMBER: 0001085146-23-002945 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230728 DATE AS OF CHANGE: 20230728 EFFECTIVENESS DATE: 20230728 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: 231122104 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 06-30-2023 06-30-2023 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 07-28-2023 0 33 149514751 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 201166 1766 SH SOLE 282 0 1484 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 457134 3819 SH SOLE 0 0 3819 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 493195 4077 SH SOLE 216 0 3861 AMAZON COM INC COM 023135106 BBG001S5PQL7 423409 3248 SH SOLE 204 0 3044 AMC ENTMT HLDGS INC CL A COM 00165C104 BBG001SZYYL4 44000 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 BBG001S5N8V8 457964 2361 SH SOLE 149 0 2212 AVIDXCHANGE HOLDINGS INC COM 05368X102 BBG012MBDGV1 2147747 206912 SH SOLE 0 0 206912 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 479787 1407 SH SOLE 0 0 1407 CNX RES CORP COM 12653C108 BBG001SC7TN4 177200 10000 SH SOLE 5000 0 5000 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 215352 400 SH SOLE 0 0 400 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 BBG001ST68W4 17473618 212423 SH SOLE 5661 0 206762 HERITAGE INSURANCE HLDGS INC COM 42727J102 BBG006D4PF57 38500 10000 SH SOLE 0 0 10000 HERSHEY CO COM 427866108 BBG001S5S148 299640 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 2439431 49563 SH SOLE 0 0 49563 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 18013768 164000 SH SOLE 4926 0 159074 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1575485 21573 SH SOLE 0 0 21573 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 328549 2259 SH SOLE 0 0 2259 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 225728 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 555218 1206 SH SOLE 0 0 1206 MICROSOFT CORP COM 594918104 BBG001S5TD05 264258 776 SH SOLE 84 0 692 PEPSICO INC COM 713448108 BBG001S695T1 686981 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 462615 3673 SH SOLE 0 0 3673 PPG INDS INC COM 693506107 BBG001S5VC13 237280 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 BBG001SBZNN8 429240 14600 SH SOLE 7300 0 7300 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 9955571 268489 SH SOLE 3442 0 265047 TESLA INC COM 88160R101 BBG001SQKGD7 213867 817 SH SOLE 165 0 652 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 925647 5164 SH SOLE 0 0 5164 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 880077 11645 SH SOLE 0 0 11645 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 7170262 34846 SH SOLE 154 0 34692 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 35899644 507344 SH SOLE 15737 0 491607 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 4010647 19898 SH SOLE 0 0 19898 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 30979489 447618 SH SOLE 14899 0 432719 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 11352282 69890 SH SOLE 905 0 68985