Aufman Associates

Aufman Associates as of Dec. 31, 2022

Portfolio Holdings for Aufman Associates

Aufman Associates holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 25.3 $27M 149k 183.54
Vanguard 500 Index ETF Etf (VOO) 23.6 $26M 73k 351.34
Vanguard Developed Markets Index ETF Etf (VEA) 18.4 $20M 474k 41.97
Seagate Technology Holdings Stock (STX) 5.2 $5.6M 107k 52.61
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.2 $4.5M 25k 179.76
Crown Castle International Reit (CCI) 2.5 $2.8M 20k 135.64
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.5 $2.8M 55k 50.14
iShares Core S&P 500 Index ETF Etf (IVV) 2.5 $2.7M 6.9k 384.24
Berkshire Hathaway Cl B Stock (BRK.B) 2.4 $2.6M 8.4k 308.90
Exxon Mobil Stock (XOM) 1.4 $1.5M 13k 110.30
Apple Stock (AAPL) 0.9 $1.0M 7.9k 129.93
Alphabet Cl C Stock (GOOG) 0.7 $761k 8.6k 88.73
Johnson & Johnson Stock (JNJ) 0.6 $634k 3.6k 176.66
Microsoft Stock (MSFT) 0.6 $615k 2.6k 239.78
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $597k 1.6k 382.43
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $564k 2.8k 203.83
Minerals Technologies Stock (MTX) 0.5 $507k 8.3k 60.72
Alto Ingredients Stock (ALTO) 0.5 $498k 173k 2.88
UnitedHealth Group Stock (UNH) 0.5 $495k 934.00 529.90
ConocoPhillips Stock (COP) 0.4 $446k 3.8k 118.00
AbbVie Stock (ABBV) 0.4 $442k 2.7k 161.60
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.4 $435k 8.4k 51.72
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.4 $400k 12k 32.88
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $377k 4.0k 94.64
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $367k 5.6k 65.74
Walt Disney Company Stock (DIS) 0.3 $355k 4.1k 86.87
Abbott Laboratories Stock (ABT) 0.3 $335k 3.1k 109.79
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.3 $333k 11k 30.66
Chevron Stock (CVX) 0.3 $320k 1.8k 179.48
Alcoa Stock (AA) 0.3 $317k 7.0k 45.47
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $309k 7.5k 40.97
PPL Stock (PPL) 0.3 $307k 11k 29.22
Pfizer Stock (PFE) 0.3 $279k 5.5k 51.24
Paychex Stock (PAYX) 0.3 $272k 2.4k 115.56
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $258k 1.4k 191.12
Coca-Cola Stock (KO) 0.2 $257k 4.0k 63.61
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $244k 1.0k 241.89
Intel Stock (INTC) 0.2 $228k 8.6k 26.43
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $217k 3.2k 68.01
PepsiCo Stock (PEP) 0.2 $215k 1.2k 180.66
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $215k 4.0k 53.44
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $207k 5.2k 40.04
Boeing Stock (BA) 0.2 $206k 1.1k 190.49