Aufman Associates as of Dec. 31, 2019
Portfolio Holdings for Aufman Associates
Aufman Associates holds 42 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Small-Cap ETF (VB) | 26.7 | $26M | 157k | 165.64 | |
| Vanguard Europe Pacific ETF (VEA) | 19.0 | $19M | 419k | 44.06 | |
| Vanguard S&p 500 Etf idx (VOO) | 15.1 | $15M | 50k | 295.79 | |
| Seagate Technology Com Stk | 9.1 | $8.9M | 149k | 59.50 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 4.9 | $4.7M | 88k | 53.75 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 3.0 | $2.9M | 18k | 158.78 | |
| iShares S&P 500 Index (IVV) | 2.2 | $2.1M | 6.6k | 323.29 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $1.9M | 28k | 69.79 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $1.7M | 7.5k | 226.48 | |
| Apellis Pharmaceuticals (APLS) | 1.7 | $1.6M | 54k | 30.63 | |
| Microsoft Corporation (MSFT) | 0.9 | $885k | 5.6k | 157.67 | |
| Apple (AAPL) | 0.9 | $837k | 2.9k | 293.48 | |
| Walt Disney Company (DIS) | 0.8 | $787k | 5.4k | 144.56 | |
| Federated Investors (FHI) | 0.8 | $780k | 24k | 32.60 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $705k | 2.2k | 321.92 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.7 | $674k | 12k | 55.72 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.7 | $635k | 4.6k | 137.03 | |
| Vanguard Mid-Cap ETF (VO) | 0.6 | $609k | 3.4k | 178.12 | |
| Intel Corporation (INTC) | 0.6 | $589k | 9.9k | 59.80 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.6 | $590k | 4.9k | 119.80 | |
| Johnson & Johnson (JNJ) | 0.6 | $583k | 4.0k | 145.93 | |
| PPL Corporation (PPL) | 0.5 | $492k | 14k | 35.86 | |
| Davis Fundamental Etf Tr select us eqty (DUSA) | 0.5 | $475k | 18k | 25.83 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $441k | 330.00 | 1336.36 | |
| Boeing Company (BA) | 0.4 | $365k | 1.1k | 326.18 | |
| Verizon Communications (VZ) | 0.4 | $373k | 6.1k | 61.43 | |
| ConocoPhillips (COP) | 0.4 | $348k | 5.3k | 65.06 | |
| Abbott Laboratories (ABT) | 0.3 | $340k | 3.9k | 86.78 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $340k | 1.00 | 340000.00 | |
| 3M Company (MMM) | 0.3 | $335k | 1.9k | 176.50 | |
| Alibaba Group Holding (BABA) | 0.3 | $319k | 1.5k | 212.10 | |
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 0.3 | $296k | 848.00 | 349.06 | |
| Coca-Cola Company (KO) | 0.3 | $284k | 5.1k | 55.43 | |
| Abbvie (ABBV) | 0.3 | $284k | 3.2k | 88.67 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $249k | 3.3k | 75.61 | |
| At&t (T) | 0.2 | $231k | 5.9k | 39.11 | |
| International Business Machines (IBM) | 0.2 | $237k | 1.8k | 134.05 | |
| SVB Financial (SIVBQ) | 0.2 | $226k | 900.00 | 251.11 | |
| Paychex (PAYX) | 0.2 | $217k | 2.6k | 85.10 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $210k | 1.0k | 205.88 | |
| PNC Financial Services (PNC) | 0.2 | $208k | 1.3k | 159.51 | |
| Lowe's Companies (LOW) | 0.2 | $206k | 1.7k | 119.63 |
