StockDriftsStockDriftsTop 31 Hapanowicz & Associates Financial Services, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 23.03% | 528.0K | $57.9M | +1.71%(+8.85K) | $50.96(+151.15%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 22.96% | 615.8K | $57.7M | +0.93%(+5.65K) | $61.04(+68.66%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 15.21% | 58.8K | $38.2M | +3.24%(+1.84K) | $570.82(+30.04%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 13.84% | 1.40M | $34.8M | +4.57%(+61.02K) | $25.10(-1.67%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.58% | 88.7K | $19.1M | +2.40%(+2.08K) | $153.29(+49.18%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 3.12% | 30.5K | $7.9M | +3.54%(+1.04K) | $220.18(+30.50%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.59% | 22.1K | $6.5M | -1.85%(-415) | $174.56(+91.68%) | 2026-03-31 | |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 2.02% | 42.5K | $5.1M | -8.11%(-3.75K) | $65.46(+99.65%) | 2026-03-31 | |
| ACWX | ISHARES TR | 1.72% | 63.3K | $4.3M | -11.19%(-7.98K) | $47.33(+59.40%) | 2026-03-31 | |
| IWS | ISHARES TR | 1.28% | 22.1K | $3.2M | -9.50%(-2.31K) | $86.72(+81.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.42% | +45.89% |
| Top 20 Holdings Unweighted | +12.65% | +42.96% |
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