Aufman Associates

Aufman Associates as of June 30, 2022

Portfolio Holdings for Aufman Associates

Aufman Associates holds 44 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 24.1 $25M 144k 176.11
Vanguard 500 Index ETF Etf (VOO) 23.5 $25M 71k 346.89
Vanguard FTSE Developed Markets ETF Etf (VEA) 17.9 $19M 462k 40.80
Seagate Technology Holdings Stock (STX) 7.7 $8.1M 114k 71.44
Crown Castle International Reit (CCI) 3.3 $3.4M 20k 168.37
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 2.6 $2.7M 16k 175.39
iShares Core S&P 500 Index ETF Etf (IVV) 2.3 $2.5M 6.5k 379.16
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.3 $2.4M 48k 49.97
Berkshire Hathaway Cl B Stock (BRK.B) 2.1 $2.2M 8.2k 272.98
Exxon Mobil Stock (XOM) 1.2 $1.2M 14k 85.64
Apple Stock (AAPL) 1.0 $1.0M 7.7k 136.70
Alphabet Cl C Stock (GOOG) 0.9 $938k 429.00 2186.48
Microsoft Stock (MSFT) 0.6 $650k 2.5k 256.71
Johnson & Johnson Stock (JNJ) 0.6 $635k 3.6k 177.52
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $581k 1.5k 377.52
AMC Networks Cl A Stock (AMCX) 0.6 $580k 20k 29.11
Alto Ingredients Stock (ALTO) 0.5 $575k 155k 3.71
Vanguard Total International Stock ETF Etf (VXUS) 0.5 $560k 11k 51.63
Vanguard Mid-Cap ETF Etf (VO) 0.5 $540k 2.7k 197.01
Minerals Technologies Stock (MTX) 0.5 $511k 8.3k 61.36
UnitedHealth Group Stock (UNH) 0.5 $478k 932.00 512.88
AbbVie Stock (ABBV) 0.4 $445k 2.9k 153.24
Walt Disney Company Stock (DIS) 0.4 $386k 4.1k 94.47
ConocoPhillips Stock (COP) 0.3 $353k 3.9k 89.94
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $350k 5.6k 62.75
Abbott Laboratories Stock (ABT) 0.3 $331k 3.1k 108.49
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.3 $330k 11k 31.51
Intel Stock (INTC) 0.3 $330k 8.8k 37.36
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $325k 7.5k 43.10
Alcoa Stock (AA) 0.3 $318k 7.0k 45.57
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.3 $288k 9.7k 29.82
PPL Stock (PPL) 0.3 $285k 11k 27.14
Chevron Stock (CVX) 0.3 $282k 2.0k 144.54
Pfizer Stock (PFE) 0.3 $279k 5.3k 52.35
Paychex Stock (PAYX) 0.3 $268k 2.4k 114.04
Vanguard Total Stock Market ETF Etf (VTI) 0.3 $264k 1.4k 188.71
Coca-Cola Stock (KO) 0.2 $254k 4.0k 62.82
Vanguard Total Bond Market Index ETF Etf (BND) 0.2 $235k 3.1k 75.34
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $228k 1.0k 225.97
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $212k 5.0k 42.18
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $209k 3.2k 65.56
3M Company Stock (MMM) 0.2 $207k 1.6k 129.13
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $204k 4.0k 50.81
Alphabet Cl A Stock (GOOGL) 0.2 $203k 93.00 2182.80