Aufman Associates

Aufman Associates as of March 31, 2023

Portfolio Holdings for Aufman Associates

Aufman Associates holds 42 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 23.9 $28M 148k 189.56
Vanguard 500 Index ETF Etf (VOO) 23.3 $27M 73k 376.07
Vanguard Developed Markets Index ETF Etf (VEA) 18.0 $21M 469k 45.17
Seagate Technology Holdings Stock (STX) 6.0 $7.1M 107k 66.12
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.5 $5.3M 27k 194.89
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.5 $2.9M 54k 53.47
iShares Core S&P 500 Index ETF Etf (IVV) 2.4 $2.9M 7.0k 411.05
Crown Castle International Reit (CCI) 2.4 $2.8M 21k 133.84
Berkshire Hathaway Cl B Stock (BRK.B) 2.2 $2.6M 8.3k 308.77
PerkinElmer Stock (RVTY) 2.1 $2.5M 19k 133.26
Apple Stock (AAPL) 1.1 $1.3M 7.8k 164.90
Vanguard Total Bond Market Index ETF Etf (BND) 0.8 $996k 14k 73.83
Exxon Mobil Stock (XOM) 0.8 $908k 8.3k 109.66
Alphabet Cl C Stock (GOOG) 0.8 $885k 8.5k 104.00
Microsoft Stock (MSFT) 0.6 $740k 2.6k 288.27
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $714k 13k 55.21
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $639k 1.6k 409.39
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $586k 2.8k 210.88
Johnson & Johnson Stock (JNJ) 0.5 $557k 3.6k 155.01
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.4 $515k 15k 33.99
Minerals Technologies Stock (MTX) 0.4 $505k 8.3k 60.42
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $492k 6.8k 71.84
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $471k 14k 33.07
UnitedHealth Group Stock (UNH) 0.4 $442k 935.00 472.39
AbbVie Stock (ABBV) 0.4 $425k 2.7k 159.37
Walt Disney Company Stock (DIS) 0.4 $411k 4.1k 100.12
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $385k 4.0k 96.71
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $362k 7.5k 47.95
ConocoPhillips Stock (COP) 0.3 $346k 3.5k 99.21
Abbott Laboratories Stock (ABT) 0.3 $309k 3.1k 101.26
Chevron Stock (CVX) 0.2 $293k 1.8k 163.13
PPL Stock (PPL) 0.2 $291k 11k 27.79
Intel Stock (INTC) 0.2 $270k 8.3k 32.67
Paychex Stock (PAYX) 0.2 $269k 2.4k 114.59
Alto Ingredients Stock (ALTO) 0.2 $259k 173k 1.50
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $252k 1.0k 250.16
Coca-Cola Stock (KO) 0.2 $248k 4.0k 62.03
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $236k 6.4k 37.04
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $221k 4.0k 54.92
PepsiCo Stock (PEP) 0.2 $217k 1.2k 182.30
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $215k 1.1k 204.18
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $214k 5.2k 41.03