Aufman Associates

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

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

Past Filings by Aufman Associates

View past SEC 13F filings by Aufman Associates

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