Hapanowicz & Associates Financial Services, Inc Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$198.0B
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VONGVANGUARD SCOTTSDALE FDS | 532,343 | $58.1B | 29.36% | |
| 2 | VONVVANGUARD SCOTTSDALE FDS | 588,179 | $50.1B | 25.31% | |
| 3 | SPYSPDR S&P 500 ETF TR | 54,851 | $33.9B | 17.12% | |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 83,588 | $17.1B | 8.64% | |
| 5 | VOTVANGUARD INDEX FDS | 28,309 | $8.1B | 4.07% | |
| 6 | VONEVANGUARD SCOTTSDALE FDS | 20,360 | $5.7B | 2.89% | |
| 7 | ACWXISHARES TR | 81,570 | $5.0B | 2.51% | |
| 8 | FYXFIRST TR EXCHANGE-TRADED ALP | 47,473 | $4.6B | 2.33% | |
| 9 | IWSISHARES TR | 24,749 | $3.3B | 1.65% | |
| 10 | IWRISHARES TR | 15,145 | $1.4B | 0.70% | |
| 11 | DONSPDR DOW JONES INDL AVERAGE | 3,029 | $1.3B | 0.67% | |
| 12 | AAPLAPPLE INC | 3,777 | $774.9M | 0.39% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,424 | $691.7M | 0.35% | |
| 14 | METAMETA PLATFORMS INC | 781 | $576.4M | 0.29% | |
| 15 | LMTLOCKHEED MARTIN CORP | 1,217 | $563.6M | 0.28% | |
| 16 | PNCPNC FINL SVCS GROUP INC | 2,976 | $554.8M | 0.28% | |
| 17 | GOOGLALPHABET INC | 3,142 | $553.7M | 0.28% | |
| 18 | MSFTMICROSOFT CORP | 1,089 | $541.7M | 0.27% | |
| 19 | TSLATESLA INC | 1,651 | $524.5M | 0.26% | |
| 20 | UPSUNITED PARCEL SERVICE INC | 4,964 | $501.1M | 0.25% | |
| 21 | GQ9SPDR GOLD TR | 1,535 | $467.9M | 0.24% | |
| 22 | AMZNAMAZON COM INC | 1,946 | $426.9M | 0.22% | |
| 23 | NVDANVIDIA CORPORATION | 2,238 | $353.6M | 0.18% | |
| 24 | GOOGALPHABET INC | 1,890 | $335.3M | 0.17% | |
| 25 | IVVISHARES TR | 521 | $323.5M | 0.16% | |
| 26 | AMATAPPLIED MATLS INC | 1,577 | $288.7M | 0.15% | |
| 27 | VTIVANGUARD INDEX FDS | 946 | $287.5M | 0.15% | |
| 28 | BACVERIZON COMMUNICATIONS INC | 6,005 | $259.8M | 0.13% | |
| 29 | JPMJPMORGAN CHASE & CO. | 850 | $246.4M | 0.12% | |
| 30 | MCDMCDONALDS CORP | 820 | $239.6M | 0.12% | |
| 31 | EQTEQT CORP | 4,000 | $233.3M | 0.12% | |
| 32 | TAT&T INC | 7,815 | $226.2M | 0.11% | |
| 33 | VTVANGUARD INTL EQUITY INDEX F | 1,749 | $224.8M | 0.11% | |
| 34 | CSCOCISCO SYS INC | 3,023 | $209.7M | 0.11% |