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  Name: Hapanowicz & Associates Financial Services Inc
  City: PITTSBURGH
  State: PA
  Zip: 15219
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,117,000
  Total Value Change : $12,764,000
  Securities Held Change : 0
   
All Securities Held : 31
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 10
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 29 New $263.11 $213,000 821 0.12% 213,000 821 0    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 30 New $133.74 $211,000 1,635 0.12% 211,000 1,635 0    Paper & Paper Products

      2 Records Found
  1    
Page 1 of 1
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