Aufman Associates

Aufman Associates as of June 30, 2020

Portfolio Holdings for Aufman Associates

Aufman Associates holds 35 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 26.8 $24M 162k 145.72
Vanguard FTSE Developed Markets ETF Etf (VEA) 19.4 $17M 440k 38.79
Vanguard 500 Index ETF Etf (VOO) 18.0 $16M 56k 283.43
Seagate Technology Stock 6.5 $5.7M 118k 48.41
Minerals Technologies Stock (MTX) 3.7 $3.2M 69k 46.93
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.1 $2.7M 16k 165.11
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.7 $2.4M 50k 47.62
iShares Core S&P 500 Index ETF Etf (IVV) 2.3 $2.0M 6.6k 309.67
Apellis Pharmaceuticals Stock (APLS) 2.0 $1.8M 54k 32.66
Berkshire Hathaway Cl B Stock (BRK.B) 1.8 $1.6M 8.7k 178.53
Exxon Mobil Stock (XOM) 1.5 $1.3M 29k 44.72
PerkinElmer Stock (RVTY) 1.3 $1.1M 12k 98.09
Microsoft Stock (MSFT) 1.1 $1.0M 5.0k 203.50
Apple Stock (AAPL) 1.0 $925k 2.5k 364.89
SPDR S&P 500 Index ETF Etf (SPY) 0.8 $675k 2.2k 308.22
Walt Disney Company Stock (DIS) 0.7 $616k 5.5k 111.53
Intel Stock (INTC) 0.7 $591k 9.9k 59.88
Johnson & Johnson Stock (JNJ) 0.6 $510k 3.6k 140.77
PNC Financial Services Stock (PNC) 0.6 $501k 4.8k 105.16
Federated Hermes Cl B Stock (FHI) 0.5 $466k 20k 23.70
Vanguard Mid-Cap ETF Etf (VO) 0.5 $449k 2.7k 164.05
Alphabet Cl C Stock (GOOG) 0.5 $429k 303.00 1415.84
Abbott Laboratories Stock (ABT) 0.4 $358k 3.9k 91.37
Verizon Communications Stock (VZ) 0.4 $337k 6.1k 55.10
Vanguard Total International Stock ETF Etf (VXUS) 0.4 $316k 6.4k 49.17
AbbVie Stock (ABBV) 0.4 $314k 3.2k 98.03
Alibaba Group Holdings Adr (BABA) 0.4 $311k 1.4k 215.37
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $295k 754.00 391.25
Becton Dickinson & Company Stock (BDX) 0.3 $271k 1.1k 239.40
3M Company Stock (MMM) 0.3 $271k 1.7k 156.29
PPL Stock (PPL) 0.3 $271k 11k 25.80
Coca-Cola Stock (KO) 0.3 $229k 5.1k 44.67
Lowe's Companies Stock (LOW) 0.3 $227k 1.7k 134.96
ConocoPhillips Stock (COP) 0.3 $225k 5.3k 42.06
Ibm Stock (IBM) 0.2 $211k 1.7k 120.64