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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
Found :
13 |
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Menu
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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 |
|
VONG |
Vanguard Russell 1000 Growt... |
1 |
- |
$86.62 |
$35,825,000 |
459,181 |
22.07% |
5,266,000 |
12,677 |
0.046 |
N/A |
|
|
VONV |
Vanguard Russell 1000 Value... |
2 |
- |
$77.65 |
$33,174,000 |
457,326 |
20.43% |
3,752,000 |
15,943 |
0.499 |
N/A |
|
|
FYX |
First Trust Small Cap Core ... |
3 |
- |
$92.48 |
$21,293,000 |
232,564 |
13.12% |
3,400,000 |
10,726 |
3.143 |
Property Management |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
4 |
- |
$123.38 |
$19,230,000 |
165,359 |
11.84% |
2,264,000 |
2,755 |
0.138 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
5 |
- |
$181.14 |
$13,211,000 |
77,529 |
8.14% |
1,986,000 |
5,290 |
0.021 |
Closed - End Fund - Debt |
|
|
VOT |
Van Kampen Municipal Opport... |
7 |
- |
$230.36 |
$8,243,000 |
37,540 |
5.08% |
1,074,000 |
730 |
0.08 |
Closed - End Fund - Debt |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
9 |
- |
$54.03 |
$3,535,000 |
69,252 |
2.18% |
483,000 |
4,332 |
0.01 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
11 |
- |
$82.41 |
$1,680,000 |
21,619 |
1.03% |
195,000 |
173 |
0.006 |
Closed - End Fund - E... |
|
|
PNC |
PNC Financial Services Grou... |
12 |
- |
$157.58 |
$923,000 |
5,959 |
0.57% |
399,000 |
1,689 |
0.001 |
Domestic Money Center... |
|
|
GOOG |
Alphabet Inc |
15 |
- |
$170.29 |
$637,000 |
4,523 |
0.39% |
99,000 |
446 |
0 |
Search Engines & Info... |
|
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GOOGL |
Alphabet Inc |
18 |
- |
$168.65 |
$537,000 |
3,844 |
0.33% |
37,000 |
25 |
0 |
Search Engines & Info... |
|
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AAPL |
Apple Inc |
20 |
- |
$183.05 |
$461,000 |
2,395 |
0.28% |
57,000 |
34 |
0 |
Personal Computers |
|
|
TSLA |
Tesla Motors Inc |
27 |
- |
$177.81 |
$225,000 |
905 |
0.14% |
21,000 |
88 |
0 |
Auto Manufacturers |
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