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 |