Aufman Associates

Aufman Associates as of Sept. 30, 2020

Portfolio Holdings for Aufman Associates

Aufman Associates holds 37 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 26.7 $25M 162k 153.80
Vanguard FTSE Developed Markets ETF Etf (VEA) 19.3 $18M 439k 40.90
Vanguard 500 Index ETF Etf (VOO) 18.8 $18M 57k 307.64
Seagate Technology Stock 6.2 $5.8M 118k 49.27
Minerals Technologies Stock (MTX) 3.8 $3.5M 69k 51.09
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.1 $2.9M 16k 180.15
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.7 $2.5M 50k 50.44
iShares Core S&P 500 Index ETF Etf (IVV) 2.3 $2.2M 6.5k 336.07
Berkshire Hathaway Cl B Stock (BRK.B) 1.9 $1.8M 8.5k 212.99
Apellis Pharmaceuticals Stock (APLS) 1.7 $1.6M 54k 30.16
PerkinElmer Stock (RVTY) 1.6 $1.5M 12k 125.52
Apple Stock (AAPL) 1.1 $1.0M 8.7k 115.87
Microsoft Stock (MSFT) 1.1 $996k 4.7k 210.22
Exxon Mobil Stock (XOM) 1.0 $935k 27k 34.34
SPDR S&P 500 Index ETF Etf (SPY) 0.8 $707k 2.1k 334.75
Walt Disney Company Stock (DIS) 0.7 $614k 4.9k 124.09
Johnson & Johnson Stock (JNJ) 0.6 $539k 3.6k 148.98
Intel Stock (INTC) 0.5 $507k 9.8k 51.81
Alphabet Cl C Stock (GOOG) 0.5 $493k 336.00 1467.26
Vanguard Mid-Cap ETF Etf (VO) 0.5 $484k 2.7k 176.19
Abbott Laboratories Stock (ABT) 0.4 $416k 3.8k 108.96
Alibaba Group Holdings Adr (BABA) 0.4 $395k 1.3k 293.90
Federated Hermes Cl B Stock (FHI) 0.4 $385k 18k 21.51
Vanguard Total International Stock ETF Etf (VXUS) 0.4 $338k 6.5k 52.24
Verizon Communications Stock (VZ) 0.4 $338k 5.7k 59.48
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.4 $327k 754.00 433.69
PPL Stock (PPL) 0.3 $286k 11k 27.23
3M Company Stock (MMM) 0.3 $278k 1.7k 160.23
AbbVie Stock (ABBV) 0.3 $272k 3.1k 87.74
Owens & Minor Stock (OMI) 0.3 $258k 10k 25.07
Coca-Cola Stock (KO) 0.2 $227k 4.6k 49.40
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.2 $224k 3.7k 60.67
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $217k 3.2k 68.43
Amazon.com Stock (AMZN) 0.2 $214k 68.00 3147.06
Lowe's Companies Stock (LOW) 0.2 $204k 1.2k 165.58
iShares Global Clean Energy ETF Etf (ICLN) 0.2 $189k 10k 18.52
General Electric Stock 0.1 $74k 12k 6.21