0001085146-20-000202.txt : 20200117
0001085146-20-000202.hdr.sgml : 20200117
20200117155931
ACCESSION NUMBER: 0001085146-20-000202
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200117
DATE AS OF CHANGE: 20200117
EFFECTIVENESS DATE: 20200117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hapanowicz & Associates Financial Services, Inc
CENTRAL INDEX KEY: 0001695959
IRS NUMBER: 251839938
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17633
FILM NUMBER: 20533515
BUSINESS ADDRESS:
STREET 1: ONE OXFORD CENTRE
STREET 2: SUITE 2250
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
BUSINESS PHONE: 412-261-5966
MAIL ADDRESS:
STREET 1: ONE OXFORD CENTRE
STREET 2: SUITE 2250
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001695959
XXXXXXXX
12-31-2019
12-31-2019
false
Hapanowicz & Associates Financial Services, Inc
ONE OXFORD CENTRE
SUITE 2250
PITTSBURGH
PA
15219
13F HOLDINGS REPORT
028-17633
N
Robert Hapanowicz
President
412-261-5966
/s/ Robert Hapanowicz
Pittsburgh
PA
01-14-2020
0
23
165571
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
340
1
SH
SOLE
0
0
1
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
789
5672
SH
SOLE
1208
0
4464
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
7640
117771
SH
SOLE
671
0
117100
GLOBAL X FDS
MSCI GREECE ETF
37950E366
199
19549
SH
SOLE
0
0
19549
ISHARES TR
EAFE VALUE ETF
464288877
12957
259600
SH
SOLE
4552
0
255048
ISHARES TR
MSCI ACWI EX US
464288240
2304
46856
SH
SOLE
0
0
46856
ISHARES TR
MSCI EMG MKT ETF
464287234
5842
130260
SH
SOLE
4800
0
125460
ISHARES TR
RUS MDCP VAL ETF
464287473
11631
122805
SH
SOLE
696
0
122109
ISHARES TR
RUS MID CAP ETF
464287499
1246
20917
SH
SOLE
0
0
20917
KIMBERLY CLARK CORP
COM
494368103
225
1635
SH
SOLE
0
0
1635
LOCKHEED MARTIN CORP
COM
539830109
4
1200
SH
Put
SOLE
0
0
1200
LOCKHEED MARTIN CORP
COM
539830109
470
1206
SH
SOLE
0
0
1206
PACIFIC ETHANOL INC
COM
69423U305
135
208000
SH
SOLE
0
0
208000
PEPSICO INC
COM
713448108
507
3709
SH
SOLE
0
0
3709
PPG INDS INC
COM
693506107
217
1623
SH
SOLE
0
0
1623
RANGE RES CORP
COM
75281A109
70
14600
SH
SOLE
7300
0
7300
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
69663
864073
SH
SOLE
55260
0
808813
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1370
16331
SH
SOLE
0
0
16331
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
594
3628
SH
SOLE
0
0
3628
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
22770
125899
SH
SOLE
690
0
125209
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
2401
16315
SH
SOLE
0
0
16315
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
23884
199289
SH
SOLE
3487
0
195802
VIACOMCBS INC
CL B
92556H206
313
7464
SH
SOLE
0
0
7464