Hapanowicz & Associates Financial Services, Inc: 13F holdings
CIK 16959592026Q2
| Positions | 37 |
|---|
| Reported value | $321.5m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 37 (+6 vs prior quarter) |
|---|
| Reported value | $321.5m (+27.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VONG VANGUARD SCOTTSDALE FDS | 531,074 | $67.9m | 21.1% |
| VONV VANGUARD SCOTTSDALE FDS | 614,885 | $65.4m | 20.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 59,158 | $44.2m | 13.7% |
| UTWO RBB FD INC | 740,232 | $35.5m | 11.0% |
| SCHR SCHWAB STRATEGIC TR | 1,397,019 | $34.5m | 10.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 89,640 | $21.2m | 6.6% |
| VOT VANGUARD INDEX FDS | 30,605 | $9.4m | 2.9% |
| VONE VANGUARD SCOTTSDALE FDS | 21,485 | $7.3m | 2.3% |
| FYX FIRST TR EXCHANGE-TRADED ALP | 41,586 | $6.0m | 1.9% |
| ACWX ISHARES TR | 61,108 | $4.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1695959")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples