Aufman Associates

Aufman Associates as of June 30, 2021

Portfolio Holdings for Aufman Associates

Aufman Associates holds 49 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 25.0 $32M 144k 225.28
Vanguard 500 Index ETF Etf (VOO) 19.3 $25M 64k 393.52
Vanguard FTSE Developed Markets ETF Etf (VEA) 17.6 $23M 444k 51.52
Seagate Technology Holdings Stock (STX) 7.9 $10M 117k 87.93
Crown Castle International Reit (CCI) 3.2 $4.1M 21k 195.09
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.8 $3.7M 16k 236.38
Apellis Pharmaceuticals Stock (APLS) 2.6 $3.4M 54k 63.20
PerkinElmer Stock (RVTY) 2.4 $3.1M 20k 154.39
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.3 $3.0M 47k 63.39
iShares Core S&P 500 Index ETF Etf (IVV) 2.2 $2.9M 6.8k 429.92
Berkshire Hathaway Cl B Stock (BRK.B) 1.8 $2.3M 8.4k 277.90
Exxon Mobil Stock (XOM) 1.0 $1.3M 21k 63.09
Apple Stock (AAPL) 0.9 $1.2M 8.5k 136.95
Alto Ingredients Stock (ALTO) 0.7 $947k 155k 6.11
Microsoft Stock (MSFT) 0.7 $902k 3.3k 270.95
Alphabet Cl C Stock (GOOG) 0.7 $898k 358.00 2508.38
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $784k 1.8k 427.95
Walt Disney Company Stock (DIS) 0.6 $779k 4.4k 175.73
Vanguard Mid-Cap ETF Etf (VO) 0.5 $661k 2.8k 237.34
Johnson & Johnson Stock (JNJ) 0.5 $602k 3.7k 164.89
Intel Stock (INTC) 0.4 $478k 8.5k 56.14
Vanguard Total International Stock ETF Etf (VXUS) 0.3 $434k 6.6k 65.76
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $425k 7.5k 56.37
Abbott Laboratories Stock (ABT) 0.3 $388k 3.4k 115.79
UnitedHealth Group Stock (UNH) 0.3 $367k 918.00 399.78
AbbVie Stock (ABBV) 0.3 $362k 3.2k 112.49
3M Company Stock (MMM) 0.3 $346k 1.7k 198.51
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.3 $344k 3.7k 93.22
Federated Hermes Cl B Stock (FHI) 0.2 $313k 9.2k 33.94
Verizon Communications Stock (VZ) 0.2 $309k 5.5k 56.03
Alibaba Group Holdings Adr (BABA) 0.2 $308k 1.4k 227.14
Twilio Stock (TWLO) 0.2 $305k 775.00 393.55
ConocoPhillips Stock (COP) 0.2 $300k 4.9k 60.80
PPL Stock (PPL) 0.2 $298k 11k 28.00
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $274k 1.0k 268.63
Owens & Minor Stock (OMI) 0.2 $268k 6.3k 42.36
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $266k 3.2k 83.44
Boeing Stock (BA) 0.2 $259k 1.1k 239.59
Alcoa Stock (AA) 0.2 $258k 7.0k 36.87
Paychex Stock (PAYX) 0.2 $252k 2.4k 107.23
Alphabet Cl A Stock (GOOGL) 0.2 $242k 99.00 2444.44
Pinterest Cl A Stock (PINS) 0.2 $240k 3.0k 79.03
iShares Global Clean Energy ETF Etf (ICLN) 0.2 $239k 10k 23.42
Coca-Cola Stock (KO) 0.2 $233k 4.3k 54.02
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $225k 3.1k 72.65
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $220k 4.0k 54.79
Pfizer Stock (PFE) 0.2 $210k 5.4k 39.25
SPDR Gold Shares Etf (GLD) 0.2 $207k 1.3k 165.60
PNC Financial Services Stock (PNC) 0.2 $206k 1.1k 190.92