SEC Form 13F

Hapanowicz & Associates Financial Services, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$321,483,639
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$67,876,310531,074
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$65,368,182614,885
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$44,176,86459,158
RBB FD INCUTWOUS TREASY 2 YR$35,501,554740,232
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$34,450,4501,397,019
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$21,210,40689,640
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$9,374,18230,605
VANGUARD SCOTTSDALE FDSVONEVNG RUS1000IDX$7,277,39921,485
FIRST TR EXCHANGE-TRADED ALPFYXCOM SHS$6,000,78941,586
ISHARES TRACWXMSCI ACWI EX US$4,650,97561,108

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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