Aufman Associates
Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, VOO, VEA, STX, VOT, and represent 75.17% of Aufman Associates's stock portfolio.
- Added to shares of these 10 stocks: VEA, VB, IVV, VEU, TOTL, GOOG, VO, EFAX, FNDX, DIS.
- Reduced shares in these 10 stocks: MTX, VOO, STX, VOT, BRK.B, MSFT, XOM, COP, USXF, IJR.
- Aufman Associates was a net seller of stock by $-1.2M.
- Aufman Associates has $133M in assets under management (AUM), dropping by 11.15%.
- Central Index Key (CIK): 0001801573
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Aufman Associates holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Aufman Associates
SEC 13F filings are viewable for Aufman Associates going back to 2019
- Aufman Associates 2023 Q4 filed Feb. 14, 2024
- Aufman Associates 2023 Q3 filed Nov. 13, 2023
- Aufman Associates 2023 Q2 filed Aug. 11, 2023
- Aufman Associates 2023 Q1 filed May 10, 2023
- Aufman Associates 2022 Q4 filed Feb. 8, 2023
- Aufman Associates 2022 Q3 filed Nov. 14, 2022
- Aufman Associates 2022 Q2 filed Aug. 10, 2022
- Aufman Associates 2022 Q1 filed May 13, 2022
- Aufman Associates 2021 Q4 filed Feb. 9, 2022
- Aufman Associates 2021 Q3 filed Nov. 12, 2021
- Aufman Associates 2021 Q2 filed Aug. 11, 2021
- Aufman Associates 2021 Q1 filed May 17, 2021
- Aufman Associates 2020 Q4 filed Feb. 10, 2021
- Aufman Associates 2020 Q3 filed Nov. 13, 2020
- Aufman Associates 2020 Q2 filed Aug. 13, 2020
- Aufman Associates 2020 Q1 filed May 13, 2020