Aufman Associates

Aufman Associates as of March 31, 2024

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