Aufman Associates

Aufman Associates as of March 31, 2021

Portfolio Holdings for Aufman Associates

Aufman Associates holds 44 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 27.0 $32M 151k 214.08
Vanguard 500 Index ETF Etf (VOO) 19.2 $23M 63k 364.30
Vanguard FTSE Developed Markets ETF Etf (VEA) 18.2 $22M 445k 49.11
Seagate Technology Stock 7.5 $9.0M 117k 76.75
Crown Castle International Reit (CCI) 3.4 $4.1M 24k 172.12
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.8 $3.3M 16k 214.59
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.5 $3.0M 50k 60.69
iShares Core S&P 500 Index ETF Etf (IVV) 2.2 $2.7M 6.8k 397.81
Apellis Pharmaceuticals Stock (APLS) 1.9 $2.3M 54k 42.91
Berkshire Hathaway Cl B Stock (BRK.B) 1.8 $2.2M 8.5k 255.47
PerkinElmer Stock (RVTY) 1.5 $1.8M 14k 128.27
Exxon Mobil Stock (XOM) 1.1 $1.3M 23k 55.83
Microsoft Stock (MSFT) 0.9 $1.1M 4.7k 235.86
Apple Stock (AAPL) 0.9 $1.0M 8.5k 122.17
Walt Disney Company Stock (DIS) 0.7 $886k 4.8k 184.58
Alphabet Cl C Stock (GOOG) 0.6 $753k 364.00 2068.68
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $734k 1.9k 396.33
Vanguard Mid-Cap ETF Etf (VO) 0.5 $615k 2.8k 221.46
Johnson & Johnson Stock (JNJ) 0.5 $596k 3.6k 164.37
Intel Stock (INTC) 0.5 $564k 8.8k 64.05
Abbott Laboratories Stock (ABT) 0.3 $417k 3.5k 119.83
Vanguard Total International Stock ETF Etf (VXUS) 0.3 $411k 6.6k 62.75
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $387k 754.00 513.26
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.3 $363k 3.7k 98.32
Federated Hermes Cl B Stock (FHI) 0.3 $345k 11k 31.29
AbbVie Stock (ABBV) 0.3 $335k 3.1k 108.06
3M Company Stock (MMM) 0.3 $332k 1.7k 192.80
Verizon Communications Stock (VZ) 0.3 $329k 5.7k 58.17
PPL Stock (PPL) 0.3 $325k 11k 28.84
Alibaba Group Holdings Adr (BABA) 0.3 $305k 1.3k 226.93
Boeing Stock (BA) 0.2 $275k 1.1k 254.39
ConocoPhillips Stock (COP) 0.2 $267k 5.0k 53.04
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $265k 1.0k 259.80
Twilio Stock (TWLO) 0.2 $264k 775.00 340.65
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $256k 3.2k 80.30
Alcoa Stock (AA) 0.2 $255k 7.8k 32.49
iShares Global Clean Energy ETF Etf (ICLN) 0.2 $248k 10k 24.30
Owens & Minor Stock (OMI) 0.2 $238k 6.3k 37.62
Paychex Stock (PAYX) 0.2 $230k 2.4k 97.87
Pinterest Cl A Stock (PINS) 0.2 $225k 3.0k 74.09
Coca-Cola Stock (KO) 0.2 $225k 4.3k 52.76
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $207k 4.0k 51.56
Alphabet Cl A Stock (GOOGL) 0.2 $204k 99.00 2060.61
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $202k 3.1k 65.22