Aufman Associates

Aufman Associates as of Sept. 30, 2022

Portfolio Holdings for Aufman Associates

Aufman Associates holds 40 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 25.8 $25M 144k 170.91
Vanguard 500 Index ETF Etf (VOO) 24.1 $23M 70k 328.30
Vanguard FTSE Developed Markets ETF Etf (VEA) 17.5 $17M 458k 36.36
Seagate Technology Holdings Stock (STX) 6.1 $5.8M 109k 53.23
Crown Castle International Reit (CCI) 3.1 $2.9M 20k 144.53
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.8 $2.6M 16k 170.53
iShares Core S&P 500 Index ETF Etf (IVV) 2.5 $2.3M 6.5k 358.60
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $2.2M 8.2k 267.02
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.2 $2.1M 48k 44.36
Exxon Mobil Stock (XOM) 1.2 $1.2M 13k 87.31
Apple Stock (AAPL) 1.1 $1.1M 7.7k 138.24
Alphabet Cl C Stock (GOOG) 0.9 $811k 8.4k 96.18
Alto Ingredients Stock (ALTO) 0.7 $629k 173k 3.64
Microsoft Stock (MSFT) 0.6 $590k 2.5k 232.93
Johnson & Johnson Stock (JNJ) 0.6 $585k 3.6k 163.32
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $550k 1.5k 357.37
Vanguard Mid-Cap ETF Etf (VO) 0.5 $518k 2.8k 188.16
UnitedHealth Group Stock (UNH) 0.5 $471k 933.00 504.82
Minerals Technologies Stock (MTX) 0.4 $412k 8.3k 49.43
Vanguard Total International Stock ETF Etf (VXUS) 0.4 $407k 8.9k 45.76
AMC Networks Cl A Stock (AMCX) 0.4 $404k 20k 20.28
ConocoPhillips Stock (COP) 0.4 $402k 3.9k 102.42
Walt Disney Company Stock (DIS) 0.4 $385k 4.1k 94.22
AbbVie Stock (ABBV) 0.4 $370k 2.8k 134.30
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.3 $322k 11k 30.71
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $313k 5.6k 56.11
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $312k 7.5k 41.38
Abbott Laboratories Stock (ABT) 0.3 $295k 3.1k 96.69
Vanguard Total Bond Market Index ETF Etf (BND) 0.3 $294k 4.1k 71.31
Chevron Stock (CVX) 0.3 $283k 2.0k 143.65
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.3 $267k 9.5k 28.03
PPL Stock (PPL) 0.3 $266k 11k 25.33
Paychex Stock (PAYX) 0.3 $264k 2.4k 112.34
Alcoa Stock (AA) 0.2 $235k 7.0k 33.68
Pfizer Stock (PFE) 0.2 $234k 5.3k 43.81
Intel Stock (INTC) 0.2 $228k 8.9k 25.75
Coca-Cola Stock (KO) 0.2 $226k 4.0k 55.90
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $221k 1.0k 219.03
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $210k 1.2k 179.64
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $204k 5.1k 40.17