Hapanowicz & Associates Financial Services, Inc quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hapanowicz & Associates Financial Services, Inc opened 4 positions, added to 4, reduced 8, sold out of 1 and left 2 unchanged. The largest increase in value was UTWO (+$35,501,554); the largest decrease was MMIT (-$2,328,061).
- VT: Country of operation —; Class TT WRLD ST ETF; Shares 2026-03-31 1,720; Shares 2026-06-30 1,720.
- TAFI: Country of operation —; Class TAX AWARE SHRT; Shares 2026-03-31 9,827; Shares 2026-06-30 9,827.
Two Form 13F-HR filings compared (SEC CIK 1695959): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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