Aufman Associates

Aufman Associates as of Dec. 31, 2023

Portfolio Holdings for Aufman Associates

Aufman Associates holds 43 positions in its portfolio as reported in the December 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 $32M 149k 213.33
Vanguard 500 Index ETF Etf (VOO) 23.1 $31M 70k 436.80
Vanguard Developed Markets Index ETF Etf (VEA) 16.9 $23M 469k 47.90
Seagate Technology Holdings Stock (STX) 6.8 $9.0M 105k 85.37
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.4 $5.8M 26k 219.57
Minerals Technologies Stock (MTX) 3.2 $4.2M 59k 71.31
iShares Core S&P 500 Index ETF Etf (IVV) 2.6 $3.4M 7.1k 477.65
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.4 $3.1M 56k 56.14
Berkshire Hathaway Cl B Stock (BRK.B) 2.1 $2.8M 7.9k 356.66
Crown Castle International Reit (CCI) 1.8 $2.4M 21k 115.19
Revvity Stock (RVTY) 1.5 $2.0M 19k 109.31
Apple Stock (AAPL) 1.1 $1.5M 7.6k 192.53
Alphabet Cl C Stock (GOOG) 0.9 $1.2M 8.8k 140.92
Microsoft Stock (MSFT) 0.7 $875k 2.3k 376.06
Exxon Mobil Stock (XOM) 0.6 $754k 7.5k 99.98
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $748k 13k 57.96
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $718k 1.5k 475.31
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $655k 2.8k 232.60
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $648k 17k 38.01
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $540k 14k 39.82
Alto Ingredients Stock (ALTO) 0.4 $513k 193k 2.66
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $508k 6.7k 75.54
Johnson & Johnson Stock (JNJ) 0.3 $447k 2.9k 156.74
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $447k 7.5k 59.24
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $418k 3.9k 108.25
AbbVie Stock (ABBV) 0.3 $381k 2.5k 154.95
ConocoPhillips Stock (COP) 0.3 $359k 3.1k 116.07
Abbott Laboratories Stock (ABT) 0.3 $336k 3.1k 110.07
UnitedHealth Group Stock (UNH) 0.2 $329k 625.00 526.73
Walt Disney Company Stock (DIS) 0.2 $323k 3.6k 90.29
Intel Stock (INTC) 0.2 $299k 6.0k 50.25
Paychex Stock (PAYX) 0.2 $280k 2.4k 119.11
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $280k 1.0k 277.15
PPL Stock (PPL) 0.2 $276k 10k 27.10
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $256k 6.6k 39.01
Alphabet Cl A Stock (GOOGL) 0.2 $253k 1.8k 139.69
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $250k 1.1k 237.14
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $249k 6.2k 40.25
Chevron Stock (CVX) 0.2 $247k 1.7k 149.16
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $239k 3.9k 61.94
Coca-Cola Stock (KO) 0.2 $238k 4.0k 58.93
PepsiCo Stock (PEP) 0.2 $202k 1.2k 169.84
Forian Stock (FORA) 0.1 $154k 53k 2.92