0001085146-24-002315.txt : 20240508
0001085146-24-002315.hdr.sgml : 20240508
20240508102236
ACCESSION NUMBER: 0001085146-24-002315
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240508
DATE AS OF CHANGE: 20240508
EFFECTIVENESS DATE: 20240508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hapanowicz & Associates Financial Services, Inc
CENTRAL INDEX KEY: 0001695959
ORGANIZATION NAME:
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: 24924660
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
03-31-2024
03-31-2024
false
Hapanowicz & Associates Financial Services, Inc
ONE OXFORD CENTRE
SUITE 2550
PITTSBURGH
PA
15219
13F HOLDINGS REPORT
028-17633
N
Robert Hapanowicz
President
412-261-5966
/s/ Robert Hapanowicz
Pittsburgh
PA
05-08-2024
0
31
175119206
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
699711
4636
SH
SOLE
0
0
4636
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
688672
4523
SH
SOLE
439
0
4084
AMAZON COM INC
COM
023135106
BBG001S5PQL7
624116
3460
SH
SOLE
204
0
3256
APPLE INC
COM
037833100
BBG001S5N8V8
471916
2752
SH
SOLE
149
0
2603
AVIDXCHANGE HOLDINGS INC
COM
05368X102
BBG012MBDGV1
2589393
196912
SH
SOLE
0
0
196912
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
591672
1407
SH
SOLE
0
0
1407
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
293052
400
SH
SOLE
0
0
400
FEDEX CORP
COM
31428X106
BBG001S5R3M5
260185
898
SH
SOLE
129
0
769
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
BBG001ST68W4
21828343
234111
SH
SOLE
11105
0
223006
HERITAGE INSURANCE HLDGS INC
COM
42727J102
BBG006D4PF57
159750
15000
SH
SOLE
0
0
15000
HERSHEY CO
COM
427866108
BBG001S5S148
233400
1200
SH
SOLE
0
0
1200
ISHARES TR
MSCI ACWI EX US
464288240
BBG001S56R18
3613213
67678
SH
SOLE
0
0
67678
ISHARES TR
RUS MDCP VAL ETF
464287473
BBG001S561V2
20998880
167549
SH
SOLE
4843
0
162706
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
1868819
22223
SH
SOLE
0
0
22223
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
211487
1635
SH
SOLE
0
0
1635
KRAFT HEINZ CO
COM
500754106
BBG005CPNTR1
262027
7101
SH
SOLE
1726
0
5375
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
548573
1206
SH
SOLE
0
0
1206
MICROSOFT CORP
COM
594918104
BBG001S5TD05
330265
785
SH
SOLE
84
0
701
PEPSICO INC
COM
713448108
BBG001S695T1
649112
3709
SH
SOLE
0
0
3709
PNC FINL SVCS GROUP INC
COM
693475105
BBG001S5V947
967338
5986
SH
SOLE
463
0
5523
PPG INDS INC
COM
693506107
BBG001S5VC13
231840
1600
SH
SOLE
0
0
1600
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
232669
1131
SH
SOLE
0
0
1131
SPDR SER TR
PRTFLO S&P500 HI
78468R788
BBG00B6WD879
12206248
299833
SH
SOLE
3638
0
296195
TESLA INC
COM
88160R101
BBG001SQKGD7
214991
1223
SH
SOLE
312
0
911
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
737799
4964
SH
SOLE
0
0
4964
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
BBG001SRN7S6
9286409
39384
SH
SOLE
162
0
39222
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
213377
821
SH
SOLE
0
0
821
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
BBG001TCH518
39639414
457360
SH
SOLE
18228
0
439132
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
BBG001TCHM11
4062380
17045
SH
SOLE
0
0
17045
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
BBG001TCH581
36500684
464151
SH
SOLE
18947
0
445204
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
13903471
76136
SH
SOLE
1528
0
74608