Aufman Associates

Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:

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Positions held by Aufman Associates consolidated in one spreadsheet with up to 7 years of data

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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