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Institutional Investment Manager
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC (CIK: 0001695959). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q2)
Original 13F HR (0001085146-17-001581) filed in 2017.07.28
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 362,790 28,927 24.26%
2 Vanguard Russell 1000 Value 199,621 20,162 16.91%
3 VANGUARD SCOTTSDALE FDS 125,042 15,292 12.82%
4 VANGUARD BD INDEX FDS 167,942 14,120 11.84%
5 ISHARES TR 247,128 12,794 10.73%
6 FIRST TR SML CP CORE ALPHA F 167,268 9,250 7.76%
7 ISHARES TR 109,175 9,078 7.61%
8 VANGUARD BD INDEX FDS 35,332 2,876 2.41%
9 ISHARES TR 6,275 1,531 1.28%
10 VANGUARD SCOTTSDALE FDS 11,403 1,268 1.06%
11 ISHARES TR 25,772 1,170 0.98%
12 ISHARES TR 3,903 743 0.62%
13 PEPSICO INC 3,756 429 0.36%
14 ISHARES TR 1,900 330 0.28%
15 CBS CORP NEW 5,088 324 0.27%
16 ISHARES TR 3,800 264 0.22%
17 BERKSHIRE HATHAWAY INC DEL 1 255 0.21%
18 VANGUARD INDEX FDS 3,000 244 0.20%
19 KIMBERLY CLARK CORP 1,608 204 0.17%