0001085146-23-001952.txt : 20230428 0001085146-23-001952.hdr.sgml : 20230428 20230427210558 ACCESSION NUMBER: 0001085146-23-001952 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230427 EFFECTIVENESS DATE: 20230428 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: 23859630 BUSINESS ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2550 CITY: PITTSBURGH STATE: PA ZIP: 15219 BUSINESS PHONE: 412-261-5966 MAIL ADDRESS: STREET 1: ONE OXFORD CENTRE STREET 2: SUITE 2550 CITY: PITTSBURGH STATE: PA ZIP: 15219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001695959 XXXXXXXX 03-31-2023 03-31-2023 false Hapanowicz & Associates Financial Services, Inc

ONE OXFORD CENTRE SUITE 2550 PITTSBURGH PA 15219

13F HOLDINGS REPORT 028-17633 N Robert Hapanowicz 412-261-5966 /s/ Robert Hapanowicz Pittsburgh PA 04-27-2023 0 29 144914346 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 396144 3819 SH SOLE 0 0 3819 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 424008 4077 SH SOLE 216 0 3861 AMAZON COM INC COM 023135106 BBG001S5PQL7 335486 3248 SH SOLE 204 0 3044 AMC ENTMT HLDGS INC CL A COM 00165C104 BBG001SZYYL4 50100 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 BBG001S5N8V8 389330 2361 SH SOLE 149 0 2212 AVIDXCHANGE HOLDINGS INC COM 05368X102 BBG012MBDGV1 1613914 206912 SH SOLE 0 0 206912 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 434439 1407 SH SOLE 0 0 1407 CNX RES CORP COM 12653C108 BBG001SC7TN4 160200 10000 SH SOLE 5000 0 5000 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 BBG001ST68W4 17716335 219806 SH SOLE 5661 0 214145 HERITAGE INSURANCE HLDGS INC COM 42727J102 BBG006D4PF57 30800 10000 SH SOLE 0 0 10000 HERSHEY CO COM 427866108 BBG001S5S148 305292 1200 SH SOLE 0 0 1200 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 2488873 51034 SH SOLE 0 0 51034 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 18153474 170937 SH SOLE 4926 0 166011 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1518517 21718 SH SOLE 0 0 21718 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 294370 2259 SH SOLE 0 0 2259 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 219450 1635 SH SOLE 0 0 1635 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 570112 1206 SH SOLE 0 0 1206 MICROSOFT CORP COM 594918104 BBG001S5TD05 223721 776 SH SOLE 84 0 692 PEPSICO INC COM 713448108 BBG001S695T1 676151 3709 SH SOLE 0 0 3709 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 466839 3673 SH SOLE 0 0 3673 PPG INDS INC COM 693506107 BBG001S5VC13 213728 1600 SH SOLE 0 0 1600 RANGE RES CORP COM 75281A109 BBG001SBZNN8 386462 14600 SH SOLE 7300 0 7300 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 10397481 273617 SH SOLE 3442 0 270175 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 917932 12001 SH SOLE 0 0 12001 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 6690771 34331 SH SOLE 154 0 34177 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 33872266 538596 SH SOLE 15737 0 522859 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 3787870 20329 SH SOLE 0 0 20329 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 31184702 466769 SH SOLE 14899 0 451870 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 10995579 71395 SH SOLE 905 0 70490