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| Name: |
Hapanowicz & Associates Financial Services Inc |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15219 |
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data |
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| Holdings
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16 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VONV |
Vanguard Russell 1000 Value... |
2 |
- |
$78.44 |
$36,501,000 |
464,151 |
20.84% |
3,327,000 |
6,825 |
0.506 |
N/A |
|
|
FYX |
First Trust Small Cap Core ... |
3 |
- |
$93.62 |
$21,828,000 |
234,111 |
12.46% |
535,000 |
1,547 |
3.164 |
Property Management |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
4 |
- |
$124.57 |
$20,999,000 |
167,549 |
11.99% |
1,769,000 |
2,190 |
0.14 |
Closed - End Fund - E... |
|
|
SPYD |
Spdr S&p 500 High Dividend Etf |
6 |
- |
$41.27 |
$12,206,000 |
299,833 |
6.97% |
690,000 |
5,982 |
0.155 |
N/A |
|
|
VOT |
Van Kampen Municipal Opport... |
7 |
- |
$234.33 |
$9,286,000 |
39,384 |
5.3% |
1,043,000 |
1,844 |
0.084 |
Closed - End Fund - Debt |
|
|
VONE |
Vanguard Russell 1000 Etf |
8 |
- |
$241.42 |
$4,062,000 |
17,045 |
2.32% |
418,000 |
249 |
0.016 |
N/A |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
11 |
- |
$83.25 |
$1,869,000 |
22,223 |
1.07% |
189,000 |
604 |
0.006 |
Closed - End Fund - E... |
|
|
PNC |
PNC Financial Services Grou... |
12 |
- |
$158.55 |
$967,000 |
5,986 |
0.55% |
44,000 |
27 |
0.001 |
Domestic Money Center... |
|
|
GOOGL |
Alphabet Inc |
14 |
- |
$177.85 |
$700,000 |
4,636 |
0.4% |
163,000 |
792 |
0 |
Search Engines & Info... |
|
|
AMZN |
Amazon.com Inc |
17 |
- |
$183.15 |
$624,000 |
3,460 |
0.36% |
186,000 |
576 |
0 |
Internet Software & S... |
|
|
AAPL |
Apple Inc |
20 |
- |
$192.35 |
$472,000 |
2,752 |
0.27% |
11,000 |
357 |
0 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
21 |
- |
$429.04 |
$330,000 |
785 |
0.19% |
99,000 |
170 |
0 |
Application Software |
|
|
KHC |
Kraft Heinz Co |
23 |
- |
$35.92 |
$262,000 |
7,101 |
0.15% |
3,000 |
107 |
0.001 |
N/A |
|
|
FDX |
Fedex Corp |
24 |
- |
$252.33 |
$260,000 |
898 |
0.15% |
37,000 |
16 |
0 |
AirDelivery & Freight... |
|
|
TSLA |
Tesla Motors Inc |
28 |
- |
$177.81 |
$215,000 |
1,223 |
0.12% |
-10,000 |
318 |
0 |
Auto Manufacturers |
|
|
HRTG |
Heritage Insurance Holdings... |
31 |
- |
$8.67 |
$160,000 |
15,000 |
0.09% |
95,000 |
5,000 |
0.054 |
N/A |
|
