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Aufman Associates

Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VB, VOO, VEA, STX, VOT, and represent 75.23% of Aufman Associates's stock portfolio.
Added to shares of these 10 stocks: MRNA, META, IJH, IVW, VB, VEA, ESML, FNDX, CCI, VOT.
Started 3 new stock positions in MRNA, META, IVW.
Reduced shares in these 10 stocks: STX, MTX, VOO, VEU, MSFT, BRK.B, COP, XOM, SPY, AAPL.
Aufman Associates was a net buyer of stock by $428k.
Aufman Associates has $142M in assets under management (AUM), dropping by 7.20%.
Central Index Key (CIK): 0001801573

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Portfolio Holdings for Aufman Associates

Aufman Associates holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Small-Cap Index ETF Etf (VB)	24.1	$34M		150k	228.59	View chart
Vanguard 500 Index ETF Etf (VOO)	23.5	$33M		70k	480.70	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	16.6	$24M		471k	50.17	View chart
Seagate Technology Holdings Stock (STX)	6.6	$9.3M	-4%	100k	93.05	View chart
Vanguard Mid-Cap Growth Index ETF Etf (VOT)	4.4	$6.3M		27k	235.79	View chart
Minerals Technologies Stock (MTX)	2.9	$4.2M	-6%	55k	75.28	View chart
iShares Core S&P 500 Index ETF Etf (IVV)	2.6	$3.7M		7.1k	525.76	View chart
Berkshire Hathaway Cl B Stock (BRK.B)	2.3	$3.3M		7.8k	420.52	View chart
Vanguard FTSE All-World ex US Index ETF Etf (VEU)	2.3	$3.2M	-2%	55k	58.65	View chart
Crown Castle International Reit (CCI)	1.6	$2.2M	+2%	21k	105.83	View chart
Revvity Stock (RVTY)	1.4	$1.9M		19k	105.00	View chart
Alphabet Cl C Stock (GOOG)	0.9	$1.3M		8.7k	152.25	View chart
Apple Stock (AAPL)	0.9	$1.3M		7.5k	171.47	View chart
Microsoft Stock (MSFT)	0.7	$931k	-4%	2.2k	420.66	View chart
Exxon Mobil Stock (XOM)	0.6	$849k	-3%	7.3k	116.23	View chart
Vanguard Total Int'l Stock Index ETF Etf (VXUS)	0.5	$781k		13k	60.30	View chart
SPDR S&P 500 Index ETF Etf (SPY)	0.5	$769k	-2%	1.5k	523.07	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.5	$762k	+11%	19k	40.27	View chart
Vanguard Mid-Cap Index ETF Etf (VO)	0.5	$706k		2.8k	249.83	View chart
iShares ESG Advanced MSCI USA ETF Etf (USXF)	0.4	$612k		14k	45.15	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.4	$528k		6.6k	79.91	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.3	$486k		7.5k	64.40	View chart
Moderna Stock (MRNA)	0.3	$458k	NEW	4.3k	106.56	View chart
Johnson & Johnson Stock (JNJ)	0.3	$451k		2.9k	158.19	View chart
AbbVie Stock (ABBV)	0.3	$448k		2.5k	182.08	View chart
Walt Disney Company Stock (DIS)	0.3	$438k		3.6k	122.37	View chart
iShares Core S&P Small-Cap Index ETF Etf (IJR)	0.3	$428k		3.9k	110.51	View chart
Alto Ingredients Stock (ALTO)	0.3	$421k		193k	2.18	View chart
ConocoPhillips Stock (COP)	0.3	$359k	-8%	2.8k	127.28	View chart
Abbott Laboratories Stock (ABT)	0.2	$347k		3.1k	113.66	View chart
Schwab Fundamental US Large Company Index ETF Etf (FNDX)	0.2	$323k	+24%	4.8k	67.40	View chart
UnitedHealth Group Stock (UNH)	0.2	$309k		625.00	494.97	View chart
iShares Core S&P Mid-Cap Index ETF Etf (IJH)	0.2	$306k	+400%	5.0k	60.74	View chart
Paychex Stock (PAYX)	0.2	$289k		2.4k	122.80	View chart
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL)	0.2	$280k	+12%	7.0k	40.05	View chart
Alphabet Cl A Stock (GOOGL)	0.2	$274k		1.8k	150.93	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.2	$273k		6.6k	41.59	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.2	$272k		1.0k	259.97	View chart
PPL Stock (PPL)	0.2	$271k	-3%	9.8k	27.53	View chart
Chevron Stock (CVX)	0.2	$267k	+2%	1.7k	157.76	View chart
Intel Stock (INTC)	0.2	$263k		6.0k	44.17	View chart
Meta Platforms Cl A Stock (META)	0.2	$259k	NEW	533.00	485.64	View chart
Coca-Cola Stock (KO)	0.2	$248k		4.0k	61.18	View chart
PepsiCo Stock (PEP)	0.1	$208k		1.2k	175.01	View chart
iShares S&P 500 Growth Index ETF Etf (IVW)	0.1	$207k	NEW	2.4k	84.44	View chart
Forian Stock (FORA)	0.1	$175k		53k	3.32	View chart

Past Filings by Aufman Associates

SEC 13F filings are viewable for Aufman Associates going back to 2019

Aufman Associates 2024 Q1 filed May 10, 2024
Aufman Associates 2023 Q4 filed Feb. 14, 2024
Aufman Associates 2023 Q3 filed Nov. 13, 2023
Aufman Associates 2023 Q2 filed Aug. 11, 2023
Aufman Associates 2023 Q1 filed May 10, 2023
Aufman Associates 2022 Q4 filed Feb. 8, 2023
Aufman Associates 2022 Q3 filed Nov. 14, 2022
Aufman Associates 2022 Q2 filed Aug. 10, 2022
Aufman Associates 2022 Q1 filed May 13, 2022
Aufman Associates 2021 Q4 filed Feb. 9, 2022
Aufman Associates 2021 Q3 filed Nov. 12, 2021
Aufman Associates 2021 Q2 filed Aug. 11, 2021
Aufman Associates 2021 Q1 filed May 17, 2021
Aufman Associates 2020 Q4 filed Feb. 10, 2021
Aufman Associates 2020 Q3 filed Nov. 13, 2020
Aufman Associates 2020 Q2 filed Aug. 13, 2020

View all past filings

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