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 |
