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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.
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HAPANOWICZ ASSOCIATES FINANCIAL SERVICES INC

Time Period2019-06-30

Total Holdings18

Total Value ($x1000)151,534
Activities
New1

Increased9

Unchanged3

Decreased5

Sold Out2

Top 10 Stock Holdingstotal 96.76%
BSV25.98

VONV15.28

VONG13.93

BIV12.6

EFV8.41

 
IWS7.46

FYX4.8

EEM3.62

BND3.21

VONE1.47

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SEC 13F
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Detail
Sort:
BSV
25.98%
SHORT TRM BOND
VONV
15.28%
VNG RUS1000VAL
VONG
13.93%
VNG RUS1000GRW
BIV
12.6%
INTERMED TERM
EFV
8.41%
EAFE VALUE ETF
IWS
7.46%
RUS MDCP VAL ETF
FYX
4.8%
COM SHS
EEM
3.62%
MSCI EMG MKT ETF
BND
3.21%
TOTAL BND MRKT
VONE
1.47%
VNG RUS1000IDX
ACWX
1.25%
MSCI ACWI US ETF
IWR
0.78%
RUS MID-CAP ETF
PEP
0.32%
COM
FDN
0.29%
DJ INTERNT IDX
BRK.A
0.21%
CL A
CBS
0.17%
CL B
KMB
0.14%
COM
RRC
0.07%
COM
GREK
0.07%
FTSE GREECE 20
RAD
< 0.01%
COM