Aufman Associates

Aufman Associates as of Sept. 30, 2021

Portfolio Holdings for Aufman Associates

Aufman Associates holds 46 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 25.6 $31M 142k 218.67
Vanguard 500 Index ETF Etf (VOO) 21.0 $26M 65k 394.40
Vanguard FTSE Developed Markets ETF Etf (VEA) 18.5 $23M 446k 50.49
Seagate Technology Holdings Stock (STX) 7.9 $9.6M 117k 82.52
Crown Castle International Reit (CCI) 3.0 $3.7M 21k 173.31
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.9 $3.6M 15k 236.33
iShares Core S&P 500 Index ETF Etf (IVV) 2.4 $2.9M 6.7k 430.88
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.4 $2.9M 47k 60.95
Berkshire Hathaway Cl B Stock (BRK.B) 1.9 $2.3M 8.3k 272.92
Apellis Pharmaceuticals Stock (APLS) 1.5 $1.8M 54k 32.96
Exxon Mobil Stock (XOM) 1.0 $1.2M 20k 58.81
Apple Stock (AAPL) 0.9 $1.1M 7.9k 141.48
Alphabet Cl C Stock (GOOG) 0.8 $992k 372.00 2666.67
Microsoft Stock (MSFT) 0.8 $932k 3.3k 282.00
Alto Ingredients Stock (ALTO) 0.6 $766k 155k 4.94
Walt Disney Company Stock (DIS) 0.6 $724k 4.3k 169.08
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $713k 1.7k 429.00
Vanguard Mid-Cap ETF Etf (VO) 0.5 $661k 2.8k 236.75
Johnson & Johnson Stock (JNJ) 0.5 $587k 3.6k 161.53
Minerals Technologies Stock (MTX) 0.5 $580k 8.3k 69.79
Intel Stock (INTC) 0.4 $460k 8.6k 53.32
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $424k 7.5k 56.23
Vanguard Total International Stock ETF Etf (VXUS) 0.3 $420k 6.6k 63.28
Abbott Laboratories Stock (ABT) 0.3 $375k 3.2k 118.07
UnitedHealth Group Stock (UNH) 0.3 $359k 919.00 390.64
AbbVie Stock (ABBV) 0.3 $347k 3.2k 107.83
Alcoa Stock (AA) 0.3 $342k 7.0k 48.87
ConocoPhillips Stock (COP) 0.3 $334k 4.9k 67.69
3M Company Stock (MMM) 0.3 $308k 1.8k 175.60
Verizon Communications Stock (VZ) 0.3 $305k 5.6k 54.08
PPL Stock (PPL) 0.2 $297k 11k 27.91
Invesco WilderHill Clean Energy ETF Etf (PBW) 0.2 $278k 3.6k 77.29
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $265k 1.0k 262.64
Paychex Stock (PAYX) 0.2 $264k 2.4k 112.34
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $263k 3.2k 82.50
Alphabet Cl A Stock (GOOGL) 0.2 $259k 97.00 2670.10
Federated Hermes Cl B Stock (FHI) 0.2 $248k 7.6k 32.53
Twilio Stock (TWLO) 0.2 $247k 775.00 318.71
Boeing Stock (BA) 0.2 $238k 1.1k 220.17
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $237k 4.9k 48.38
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $229k 3.1k 73.94
Pfizer Stock (PFE) 0.2 $228k 5.3k 42.98
Coca-Cola Stock (KO) 0.2 $226k 4.3k 52.40
iShares Global Clean Energy ETF Etf (ICLN) 0.2 $221k 10k 21.65
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $217k 4.0k 54.05
PNC Financial Services Stock (PNC) 0.2 $211k 1.1k 195.55