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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 : 2023-12-31
  Total Value : $162,353,000
  Total Value Change : $21,620,000
  Securities Held Change : 2
   
All Securities Held : 31
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 9
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Decreased 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
   (SPYD)1 Year Chart         SPYD Spdr S&p 500 High Dividend Etf 6 - $40.80 $11,516,000 293,851 7.09% 1,130,000 -2,311 0.152    N/A
   (VONE)1 Year Chart         VONE Vanguard Russell 1000 Etf 8 - $236.89 $3,644,000 16,796 2.24% 370,000 -22 0.016    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 13 - $76.21 $875,000 11,365 0.54% -37,000 -765 0.002    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 21 - $187.48 $438,000 2,884 0.27% 25,000 -364 0    Internet Software & S...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 22 - $151.92 $286,000 1,943 0.18% 46,000 -389 0    Semiconductor- Broad...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 - $414.74 $231,000 615 0.14% -14,000 -161 0    Application Software

      6 Records Found
  1    
Page 1 of 1
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