Aufman Associates

Aufman Associates as of Dec. 31, 2020

Portfolio Holdings for Aufman Associates

Aufman Associates holds 43 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 27.5 $31M 158k 194.68
Vanguard FTSE Developed Markets ETF Etf (VEA) 18.7 $21M 441k 47.21
Vanguard 500 Index ETF Etf (VOO) 17.9 $20M 58k 343.69
Seagate Technology Stock 6.5 $7.3M 117k 62.16
Minerals Technologies Stock (MTX) 4.0 $4.5M 72k 62.12
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.1 $3.4M 16k 212.10
Apellis Pharmaceuticals Stock (APLS) 2.8 $3.1M 54k 57.19
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.6 $2.9M 50k 58.37
iShares Core S&P 500 Index ETF Etf (IVV) 2.2 $2.4M 6.4k 375.33
Berkshire Hathaway Cl B Stock (BRK.B) 1.7 $1.9M 8.3k 231.91
Exxon Mobil Stock (XOM) 1.0 $1.1M 27k 41.21
Apple Stock (AAPL) 1.0 $1.1M 8.2k 132.63
Microsoft Stock (MSFT) 0.9 $994k 4.5k 222.47
PerkinElmer Stock (RVTY) 0.8 $872k 6.1k 143.42
Walt Disney Company Stock (DIS) 0.8 $868k 4.8k 181.06
SPDR S&P 500 Index ETF Etf (SPY) 0.7 $790k 2.1k 374.05
Alphabet Cl C Stock (GOOG) 0.6 $615k 351.00 1752.14
Vanguard Mid-Cap ETF Etf (VO) 0.5 $573k 2.8k 206.86
Johnson & Johnson Stock (JNJ) 0.5 $570k 3.6k 157.37
Intel Stock (INTC) 0.4 $458k 9.2k 49.80
Abbott Laboratories Stock (ABT) 0.4 $405k 3.7k 109.46
Federated Hermes Cl B Stock (FHI) 0.4 $401k 14k 28.89
Vanguard Total International Stock ETF Etf (VXUS) 0.4 $393k 6.5k 60.16
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.3 $382k 3.7k 103.47
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $378k 754.00 501.33
AbbVie Stock (ABBV) 0.3 $332k 3.1k 107.10
Verizon Communications Stock (VZ) 0.3 $330k 5.6k 58.76
Alibaba Group Holdings Adr (BABA) 0.3 $313k 1.3k 232.89
3M Company Stock (MMM) 0.3 $301k 1.7k 174.90
PPL Stock (PPL) 0.3 $296k 11k 28.19
iShares Global Clean Energy ETF Etf (ICLN) 0.3 $288k 10k 28.22
Owens & Minor Stock (OMI) 0.2 $278k 10k 27.02
Twilio Stock (TWLO) 0.2 $262k 775.00 338.06
Coca-Cola Stock (KO) 0.2 $252k 4.6k 54.78
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $248k 3.2k 77.79
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $234k 1.0k 229.41
SVB Financial Group Stock (SIVBQ) 0.2 $233k 600.00 388.33
Boeing Stock (BA) 0.2 $231k 1.1k 213.69
Paychex Stock (PAYX) 0.2 $219k 2.4k 93.19
Amazon.com Stock (AMZN) 0.2 $209k 64.00 3265.62
NeoGenomics Stock (NEO) 0.2 $207k 3.8k 53.91
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $204k 3.2k 63.67
ConocoPhillips Stock (COP) 0.2 $201k 5.0k 39.93