Aufman Associates

Aufman Associates as of Sept. 30, 2023

Portfolio Holdings for Aufman Associates

Aufman Associates holds 43 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 23.5 $28M 148k 189.07
Vanguard 500 Index ETF Etf (VOO) 23.2 $28M 70k 392.70
Vanguard Developed Markets Index ETF Etf (VEA) 17.1 $20M 466k 43.72
Seagate Technology Holdings Stock (STX) 5.9 $7.0M 106k 65.95
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.4 $5.2M 27k 194.77
Minerals Technologies Stock (MTX) 3.4 $4.1M 74k 54.76
iShares Core S&P 500 Index ETF Etf (IVV) 2.5 $3.0M 6.9k 429.45
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.4 $2.9M 55k 51.87
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $2.8M 8.0k 350.30
Revvity Stock (RVTY) 1.7 $2.1M 19k 110.70
Crown Castle International Reit (CCI) 1.6 $1.9M 21k 92.03
Apple Stock (AAPL) 1.1 $1.3M 7.6k 171.20
Alphabet Cl C Stock (GOOG) 1.0 $1.1M 8.7k 131.85
Exxon Mobil Stock (XOM) 0.8 $914k 7.8k 117.59
Alto Ingredients Stock (ALTO) 0.7 $853k 193k 4.42
Microsoft Stock (MSFT) 0.6 $758k 2.4k 315.81
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $702k 13k 53.52
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $654k 1.5k 427.48
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $583k 2.8k 208.27
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $582k 17k 33.65
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $485k 14k 34.66
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $474k 6.9k 69.14
Johnson & Johnson Stock (JNJ) 0.4 $444k 2.9k 155.75
ConocoPhillips Stock (COP) 0.3 $395k 3.3k 119.80
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $392k 7.5k 51.99
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $376k 4.0k 94.33
AbbVie Stock (ABBV) 0.3 $367k 2.5k 149.09
UnitedHealth Group Stock (UNH) 0.3 $315k 625.00 504.41
Abbott Laboratories Stock (ABT) 0.2 $296k 3.1k 96.85
Walt Disney Company Stock (DIS) 0.2 $289k 3.6k 81.05
Chevron Stock (CVX) 0.2 $287k 1.7k 168.60
Paychex Stock (PAYX) 0.2 $271k 2.4k 115.33
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $252k 1.0k 249.35
PPL Stock (PPL) 0.2 $242k 10k 23.56
Alphabet Cl A Stock (GOOGL) 0.2 $241k 1.8k 130.86
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $231k 6.5k 35.47
Coca-Cola Stock (KO) 0.2 $226k 4.0k 55.98
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $225k 1.1k 212.46
Intel Stock (INTC) 0.2 $221k 6.2k 35.55
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $215k 5.6k 38.65
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $215k 3.8k 55.98
PepsiCo Stock (PEP) 0.2 $202k 1.2k 169.44
Forian Stock (FORA) 0.1 $117k 53k 2.23