Aufman Associates
Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, VEA, Vanguard S&p 500 Etf idx fd, Seagate Technology Com Stk, MTX, and represent 74.30% of Aufman Associates's stock portfolio.
- Added to shares of these 10 stocks: MTX, Vanguard S&p 500 Etf idx fd, VEA, PKI, VB, TMO, Nextera Energy Inc C om, BDX, XOM, MMM.
- Started 5 new stock positions in TMO, Nextera Energy Inc C om, MTX, BDX, PKI.
- Reduced shares in these 10 stocks: VEU, Seagate Technology Com Stk, VBR, , Davis Fundamental Etf Tr select us eqty, BA, , SCHA, IBM, .
- Sold out of its positions in T, BA, COP, Davis Fundamental Etf Tr select us eqty, IBM, IJH, LOW, PNC, PAYX, SIVB. SCHA, Vanguard Russell 1000 Value Et, VBR.
- Aufman Associates was a net seller of stock by $2.35M.
- Aufman Associates has $72.49M in assets under management (AUM), dropping by -25.38%.
Portfolio Holdings for Aufman Associates
Companies in the Aufman Associates portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Vanguard Small-Cap ETF (VB) | 25.43 | 159694 | 115.44 | |
| Vanguard Europe Pacific ETF (VEA) | 19.99 | 434640 | +3% | 33.34 |
| Vanguard S&p 500 Etf idx fd | 17.51 | 53597 | +8% | 236.82 |
| Seagate Technology Com Stk | 7.93 | 117790 | -20% | 48.80 |
| Minerals Technologies (MTX) | 3.44 | 68737 | NEW | 36.25 |
| Vanguard Mid-Cap Growth ETF (VOT) | 2.88 | 16484 | -9% | 126.67 |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.77 | 48942 | -44% | 41.03 |
| iShares S&P; 500 Index (IVV) | 2.35 | 6607 | 258.36 | |
| Apellis Pharmaceuticals Inc | 1.98 | 53642 | 26.79 | |
| Berkshire Hathaway (BRK.B) | 1.82 | 7218 | -3% | 182.88 |
| Exxon Mobil Corporation (XOM) | 1.52 | 28976 | +4% | 37.96 |
| Microsoft Corporation (MSFT) | 1.10 | 5052 | -9% | 157.76 |
| Apple (AAPL) | 0.90 | 2569 | -9% | 254.18 |
| SPDR S&P; 500 ETF (SPY) | 0.78 | 2190 | 257.53 | |
| Intel Corporation (INTC) | 0.74 | 9860 | 54.16 | |
| Walt Disney Company (DIS) | 0.72 | 5423 | 96.63 | |
| Vanguard Star Fd Intl Stk Idxf | 0.70 | 12097 | 41.99 | |
| Johnson & Johnson (JNJ) | 0.66 | 3619 | -9% | 131.25 |
| Vanguard Mid-Cap ETF (VO) | 0.62 | 3426 | 131.64 | |
| Federated Investors (FII) | 0.61 | 23175 | -3% | 19.03 |
| PerkinElmer (PKI) | 0.58 | 5623 | NEW | 75.23 |
| Alphabet Inc Class C cs | 0.49 | 303 | -8% | 1161.72 |
| Verizon Communications (VZ) | 0.45 | 6094 | 53.66 | |
| Abbott Laboratories (ABT) | 0.43 | 3918 | 78.87 | |
| Thermo Fisher Scientific (TMO) | 0.39 | 1009 | NEW | 280.00 |
| Alibaba Group Holding Ltd Spon | 0.39 | 1444 | -3% | 194.60 |
| Berkshire Hathaway (BRK.A) | 0.38 | 1 | 272000.00 | |
| Nextera Energy Inc C om | 0.38 | 1131 | NEW | 240.50 |
| 3M Company (MMM) | 0.36 | 1916 | 136.74 | |
| PPL Corporation (PPL) | 0.36 | 10502 | -23% | 24.66 |
| Becton, Dickinson and (BDX) | 0.36 | 1129 | NEW | 229.41 |
| Fidelity Comwlth Tr ndq cp idx trk | 0.35 | 844 | 298.58 | |
| Abbvie | 0.34 | 3203 | 76.18 | |
| Coca-Cola Company (KO) | 0.31 | 5124 | 44.30 |
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Past Filings by Aufman Associates
View past SEC 13F filings by Aufman Associates
- Aufman Associates 2019 Q4 filed Feb. 6, 2020