Titelia

Holdings of Hapanowicz & Associates Financial Services, Inc

29 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 94.3 % of the equity sleeve

Sector breakdown

  • Funds 2.3 %
  • Communication 1.2 %
  • Technology 1.1 %
  • Consumer discretionary 0.9 %
  • Financials 0.5 %
  • Industrials 0.4 %
  • Unattributed 93.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US29248.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Russell 1000 Growth ETF 527,96057.9M $
2VANGUARD SCOTTSDALE FUNDS 615,76857.7M $
3State Street SPDR S&P 500 ETF Trust 58,81238.2M $
4Schwab Intermediate-Term U.S. Treasury ETF 1,397,13834.8M $
5VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 88,67119.1M $
6Vanguard Mid-Cap Growth ETF 30,5117.9M $
7Vanguard Russell 1000 22,0676.5M $
8FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 42,4805.1M $
9iShares Trust 63,2964.3M $
10iShares Russell Mid-Cap Value 22,0503.2M $
11iShares Trust 14,7691.4M $
12State Street Spdr Dow Jones Industrial Average Etf Trust 3,0291.4M $
13Amazon.com Inc 6,7211.4M $
14Alphabet Inc 4,5911.3M $
15Apple Inc 4,1341M $
16NVIDIA Corp 4,943862.1K $
17Alphabet Inc 2,968853.5K $
18Lockheed Martin Corp 1,217735.5K $
19SPDR Gold Shares 1,695729.3K $
20Berkshire Hathaway Inc 1,379660.8K $
21PNC Financial Services Group Inc/The 2,949613.7K $
22Tesla Inc 1,456541.3K $
23Applied Materials Inc 1,577539K $
24Meta Platforms Inc 801458.3K $
25Microsoft Corp 1,101407.6K $
26Verizon Communications Inc 6,844343.6K $
27McDonald's Corp. 848263.6K $
28FedEx Corp 713254K $
29Vanguard Total World Stock ETF 1,720237.9K $