Aufman Associates

Aufman Associates as of Dec. 31, 2021

Portfolio Holdings for Aufman Associates

Aufman Associates holds 54 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 23.6 $32M 141k 226.01
Vanguard 500 Index ETF Etf (VOO) 21.4 $29M 66k 436.57
Vanguard FTSE Developed Markets ETF Etf (VEA) 17.1 $23M 453k 51.06
Seagate Technology Holdings Stock (STX) 9.7 $13M 116k 112.98
Crown Castle International Reit (CCI) 3.3 $4.4M 21k 208.74
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.8 $3.8M 15k 254.63
iShares Core S&P 500 Index ETF Etf (IVV) 2.3 $3.1M 6.6k 477.09
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.1 $2.9M 47k 61.28
Berkshire Hathaway Cl B Stock (BRK.B) 1.8 $2.5M 8.3k 298.95
Apellis Pharmaceuticals Stock (APLS) 1.6 $2.2M 47k 47.27
Apple Stock (AAPL) 1.0 $1.4M 7.9k 177.61
Exxon Mobil Stock (XOM) 0.9 $1.2M 20k 61.21
Alphabet Cl C Stock (GOOG) 0.9 $1.2M 404.00 2893.56
Microsoft Stock (MSFT) 0.7 $995k 3.0k 336.38
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $784k 1.7k 474.86
Alto Ingredients Stock (ALTO) 0.6 $746k 155k 4.81
Vanguard Mid-Cap ETF Etf (VO) 0.5 $694k 2.7k 254.68
Walt Disney Company Stock (DIS) 0.5 $662k 4.3k 154.89
Johnson & Johnson Stock (JNJ) 0.5 $622k 3.6k 170.93
Minerals Technologies Stock (MTX) 0.4 $608k 8.3k 73.11
Alcoa Stock (AA) 0.4 $480k 8.1k 59.54
UnitedHealth Group Stock (UNH) 0.3 $467k 930.00 502.15
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $459k 7.5k 60.88
Intel Stock (INTC) 0.3 $453k 8.8k 51.53
Abbott Laboratories Stock (ABT) 0.3 $440k 3.1k 140.75
AbbVie Stock (ABBV) 0.3 $439k 3.2k 135.54
Vanguard Total International Stock ETF Etf (VXUS) 0.3 $428k 6.7k 63.55
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $389k 4.9k 79.50
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.3 $382k 9.5k 40.27
ConocoPhillips Stock (COP) 0.3 $356k 4.9k 72.15
Paychex Stock (PAYX) 0.2 $321k 2.4k 136.60
PPL Stock (PPL) 0.2 $320k 11k 30.07
Pfizer Stock (PFE) 0.2 $313k 5.3k 59.01
Verizon Communications Stock (VZ) 0.2 $294k 5.7k 51.96
3M Company Stock (MMM) 0.2 $288k 1.6k 177.45
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $286k 1.0k 283.45
Alphabet Cl A Stock (GOOGL) 0.2 $281k 97.00 2896.91
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.2 $273k 6.9k 39.51
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $267k 3.2k 83.75
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.2 $257k 3.6k 71.45
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $251k 3.0k 83.58
Coca-Cola Stock (KO) 0.2 $249k 4.2k 59.10
Owens & Minor Stock (OMI) 0.2 $244k 5.6k 43.42
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $235k 5.0k 47.41
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $235k 4.0k 58.53
Chevron Stock (CVX) 0.2 $224k 1.9k 117.15
Lowe's Companies Stock (LOW) 0.2 $220k 852.00 258.22
Boeing Stock (BA) 0.2 $218k 1.1k 201.67
PNC Financial Services Stock (PNC) 0.2 $216k 1.1k 200.19
iShares Global Clean Energy ETF Etf (ICLN) 0.2 $216k 10k 21.16
PepsiCo Stock (PEP) 0.2 $211k 1.2k 173.52
Federated Hermes Cl B Stock (FHI) 0.2 $210k 5.6k 37.63
Twilio Stock (TWLO) 0.2 $204k 775.00 263.23
SVB Financial Group Stock (SIVBQ) 0.2 $203k 300.00 676.67