Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
2
0
1
0
0
0
1
0
0
HAPANOWICZ ASSOCIATES FINANCIAL SERVICES INC

Time Period2018-12-31

Total Holdings18

Total Value ($x1000)134,265
Activities
New2

Increased7

Unchanged3

Decreased6

Sold Out1

Top 10 Stock Holdingstotal 97.07%
BSV24.25

VONV16.81

VONG13.16

BIV12.5

EFV9.06

 
IWS7.31

FYX4.86

EEM3.8

BND3.3

ACWX2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
24.25%
SHORT TRM BOND
VONV
16.81%
VNG RUS1000VAL
VONG
13.16%
VNG RUS1000GRW
BIV
12.5%
INTERMED TERM
EFV
9.06%
EAFE VALUE ETF
IWS
7.31%
RUS MDCP VAL ETF
FYX
4.86%
COM SHS
EEM
3.8%
MSCI EMG MKT ETF
BND
3.3%
TOTAL BND MRKT
ACWX
2.02%
MSCI ACWI US ETF
VONE
1.39%
VNG RUS1000IDX
IWR
0.76%
RUS MID-CAP ETF
PEP
0.31%
COM
BRK.A
0.23%
CL A
CBS
0.18%
CL B
GREK
0.07%
FTSE GREECE 20
RAD
0.01%
COM
EVLV
< 0.01%
CL A
FDN
0.14%
DJ INTERNT IDX