Aufman Associates

Aufman Associates as of March 31, 2020

Portfolio Holdings for Aufman Associates

Aufman Associates holds 34 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Small-Cap ETF (VB) 25.4 $18M 160k 115.44
Vanguard Europe Pacific ETF (VEA) 20.0 $15M 435k 33.34
Vanguard S&p 500 Etf idx (VOO) 17.5 $13M 54k 236.82
Seagate Technology Com Stk 7.9 $5.7M 118k 48.80
Minerals Technologies (MTX) 3.4 $2.5M 69k 36.25
Vanguard Mid-Cap Growth ETF (VOT) 2.9 $2.1M 17k 126.67
Vanguard FTSE All-World ex-US ETF (VEU) 2.8 $2.0M 49k 41.03
iShares S&P 500 Index (IVV) 2.4 $1.7M 6.6k 258.36
Apellis Pharmaceuticals (APLS) 2.0 $1.4M 54k 26.79
Berkshire Hathaway (BRK.B) 1.8 $1.3M 7.2k 182.88
Exxon Mobil Corporation (XOM) 1.5 $1.1M 29k 37.96
Microsoft Corporation (MSFT) 1.1 $797k 5.1k 157.76
Apple (AAPL) 0.9 $653k 2.6k 254.18
Spdr S&p 500 Etf (SPY) 0.8 $564k 2.2k 257.53
Intel Corporation (INTC) 0.7 $534k 9.9k 54.16
Walt Disney Company (DIS) 0.7 $524k 5.4k 96.63
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.7 $508k 12k 41.99
Johnson & Johnson (JNJ) 0.7 $475k 3.6k 131.25
Vanguard Mid-Cap ETF (VO) 0.6 $451k 3.4k 131.64
Federated Investors (FHI) 0.6 $441k 23k 19.03
PerkinElmer (RVTY) 0.6 $423k 5.6k 75.23
Alphabet Inc Class C cs (GOOG) 0.5 $352k 303.00 1161.72
Verizon Communications (VZ) 0.5 $327k 6.1k 53.66
Abbott Laboratories (ABT) 0.4 $309k 3.9k 78.87
Thermo Fisher Scientific (TMO) 0.4 $283k 1.0k 280.00
Alibaba Group Holding (BABA) 0.4 $281k 1.4k 194.60
Berkshire Hathaway (BRK.A) 0.4 $272k 1.00 272000.00
Nextera Energy (NEE) 0.4 $272k 1.1k 240.50
3M Company (MMM) 0.4 $262k 1.9k 136.74
PPL Corporation (PPL) 0.4 $259k 11k 24.66
Becton, Dickinson and (BDX) 0.4 $259k 1.1k 229.41
Fidelity Comwlth Tr ndq cp idx trk (ONEQ) 0.3 $252k 844.00 298.58
Abbvie (ABBV) 0.3 $244k 3.2k 76.18
Coca-Cola Company (KO) 0.3 $227k 5.1k 44.30