Aufman Associates
Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, VOO, VEA, STX, CCI, and represent 75.90% of Aufman Associates's stock portfolio.
- Added to shares of these 10 stocks: VOO, AMCX, VB, VEA, USXF, CCI, ESGD, ESML, GOOG, CVX.
- Started 1 new stock positions in AMCX.
- Reduced shares in these 10 stocks: APLS, VZ, LOW, PNC, PEP, FHI, XOM, TWLO, , MSFT.
- Sold out of its positions in APLS, FHI, LOW, PNC, PEP, SIVB, TWLO, VZ.
- Aufman Associates was a net seller of stock by $-590k.
- Aufman Associates has $127M in assets under management (AUM), dropping by -6.14%.
- Central Index Key (CIK): 0001801573
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Portfolio Holdings for Aufman Associates
Companies in the Aufman Associates portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index ETF Etf (VB) | 24.0 | $30M | 143k | 212.52 | ||
| Vanguard 500 Index ETF Etf (VOO) | 23.4 | $30M | +8% | 72k | 415.18 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 17.3 | $22M | 458k | 48.03 | ||
| Seagate Technology Holdings Stock (STX) | 8.1 | $10M | 114k | 89.90 | ||
| Crown Castle International Reit (CCI) | 3.1 | $4.0M | 22k | 184.59 | ||
| Vanguard Mid-Cap Growth Index ETF Etf (VOT) | 2.7 | $3.4M | 15k | 222.82 | ||
| iShares Core S&P 500 Index ETF Etf (IVV) | 2.3 | $3.0M | 6.5k | 453.67 | ||
| Berkshire Hathaway Cl B Stock (BRK.B) | 2.3 | $2.9M | 8.3k | 352.96 | ||
| Vanguard FTSE All-World ex US Index ETF Etf (VEU) | 2.2 | $2.7M | 48k | 57.59 | ||
| Exxon Mobil Stock (XOM) | 1.1 | $1.4M | -12% | 17k | 82.62 | |
| Apple Stock (AAPL) | 1.0 | $1.3M | -3% | 7.6k | 174.55 | |
| Alphabet Cl C Stock (GOOG) | 0.9 | $1.2M | +2% | 416.00 | 2790.87 | |
| Alto Ingredients Stock (ALTO) | 0.8 | $1.1M | 155k | 6.82 | ||
| AMC Networks Cl A Stock (AMCX) | 0.6 | $809k | NEW | 20k | 40.61 | |
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| Microsoft Stock (MSFT) | 0.6 | $779k | -14% | 2.5k | 308.39 | |
| SPDR S&P 500 Index ETF Etf (SPY) | 0.6 | $735k | 1.6k | 451.75 | ||
| Vanguard Mid-Cap ETF Etf (VO) | 0.5 | $650k | 2.7k | 237.83 | ||
| Johnson & Johnson Stock (JNJ) | 0.5 | $646k | 3.6k | 177.33 | ||
| Alcoa Stock (AA) | 0.5 | $624k | -14% | 6.9k | 90.02 | |
| Walt Disney Company Stock (DIS) | 0.5 | $588k | 4.3k | 137.09 | ||
| Minerals Technologies Stock (MTX) | 0.4 | $551k | 8.3k | 66.21 | ||
| AbbVie Stock (ABBV) | 0.4 | $507k | -3% | 3.1k | 162.03 | |
| UnitedHealth Group Stock (UNH) | 0.4 | $475k | 931.00 | 510.20 | ||
| ConocoPhillips Stock (COP) | 0.4 | $447k | -9% | 4.5k | 100.00 | |
| Intel Stock (INTC) | 0.3 | $437k | 8.8k | 49.60 | ||
| Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) | 0.3 | $419k | 7.5k | 55.57 | ||
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.3 | $408k | +13% | 5.5k | 73.70 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.3 | $403k | 6.7k | 59.74 | ||
| iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) | 0.3 | $398k | +10% | 11k | 38.04 | |
| Abbott Laboratories Stock (ABT) | 0.3 | $361k | -2% | 3.1k | 118.32 | |
| iShares ESG Advanced MSCI USA ETF Etf (USXF) | 0.3 | $345k | +39% | 9.7k | 35.72 | |
| Paychex Stock (PAYX) | 0.3 | $321k | 2.4k | 136.60 | ||
| Chevron Stock (CVX) | 0.2 | $316k | 1.9k | 162.97 | ||
| PPL Stock (PPL) | 0.2 | $300k | 11k | 28.57 | ||
| Pfizer Stock (PFE) | 0.2 | $275k | 5.3k | 51.72 | ||
| iShares Core S&P Mid-Cap Index ETF Etf (IJH) | 0.2 | $271k | 1.0k | 268.58 | ||
| Alphabet Cl A Stock (GOOGL) | 0.2 | $259k | -4% | 93.00 | 2784.95 | |
| Coca-Cola Stock (KO) | 0.2 | $251k | -4% | 4.0k | 62.08 | |
| Owens & Minor Stock (OMI) | 0.2 | $247k | 5.6k | 43.96 | ||
| SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) | 0.2 | $245k | 3.2k | 76.85 | ||
| 3M Company Stock (MMM) | 0.2 | $239k | 1.6k | 149.10 | ||
| Schwab Fundamental US Large Company Index ETF Etf (FNDX) | 0.2 | $235k | 4.0k | 58.53 | ||
| Invesco WilderHill Clean Energy ETF Etf (PBW) | 0.2 | $234k | 3.6k | 65.05 | ||
| iShares S&P 500 Growth Index ETF Etf (IVW) | 0.2 | $229k | 3.0k | 76.26 | ||
| SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) | 0.2 | $223k | 5.0k | 44.75 | ||
| iShares Global Clean Energy ETF Etf (ICLN) | 0.2 | $214k | -2% | 10k | 21.50 | |
| Boeing Stock (BA) | 0.2 | $207k | 1.1k | 191.49 | ||
Past Filings by Aufman Associates
SEC 13F filings are viewable for Aufman Associates going back to 2019
- 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
- Aufman Associates 2019 Q4 filed Feb. 6, 2020