Aufman Associates

Aufman Associates as of June 30, 2023

Portfolio Holdings for Aufman Associates

Aufman Associates holds 43 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 24.3 $29M 148k 198.89
Vanguard 500 Index ETF Etf (VOO) 24.0 $29M 72k 407.28
Vanguard Developed Markets Index ETF Etf (VEA) 17.7 $22M 466k 46.18
Seagate Technology Holdings Stock (STX) 5.4 $6.6M 107k 61.87
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.6 $5.6M 27k 205.77
iShares Core S&P 500 Index ETF Etf (IVV) 2.6 $3.1M 6.9k 445.73
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.5 $3.0M 55k 54.41
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $2.8M 8.2k 341.00
Crown Castle International Reit (CCI) 1.9 $2.4M 21k 113.94
Revvity Stock (RVTY) 1.8 $2.2M 19k 118.79
Apple Stock (AAPL) 1.2 $1.5M 7.8k 193.98
Alphabet Cl C Stock (GOOG) 0.9 $1.1M 8.8k 120.97
Vanguard Total Bond Market Index ETF Etf (BND) 0.8 $919k 13k 72.69
Exxon Mobil Stock (XOM) 0.7 $834k 7.8k 107.25
Microsoft Stock (MSFT) 0.7 $832k 2.4k 340.52
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $733k 13k 56.08
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $678k 1.5k 443.28
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $614k 2.8k 220.16
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $558k 16k 35.52
Alto Ingredients Stock (ALTO) 0.5 $558k 193k 2.89
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $503k 14k 35.95
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $500k 6.9k 72.94
Minerals Technologies Stock (MTX) 0.4 $482k 8.4k 57.69
Johnson & Johnson Stock (JNJ) 0.4 $480k 2.9k 165.52
Fidelity NASDAQ Composite Index Tracking ETF Etf (ONEQ) 0.3 $408k 7.5k 54.08
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $397k 4.0k 99.65
ConocoPhillips Stock (COP) 0.3 $341k 3.3k 103.61
AbbVie Stock (ABBV) 0.3 $339k 2.5k 134.74
Abbott Laboratories Stock (ABT) 0.3 $333k 3.1k 109.02
Walt Disney Company Stock (DIS) 0.3 $319k 3.6k 89.28
UnitedHealth Group Stock (UNH) 0.2 $301k 625.00 480.82
Chevron Stock (CVX) 0.2 $274k 1.7k 157.39
PPL Stock (PPL) 0.2 $273k 10k 26.46
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $264k 1.0k 261.48
Paychex Stock (PAYX) 0.2 $263k 2.4k 111.87
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $245k 6.5k 37.65
Coca-Cola Stock (KO) 0.2 $244k 4.0k 60.22
Vanguard Total Stock Market ETF Etf (VTI) 0.2 $233k 1.1k 220.33
Alphabet Cl A Stock (GOOGL) 0.2 $223k 1.9k 119.70
PepsiCo Stock (PEP) 0.2 $221k 1.2k 185.22
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $220k 3.8k 57.56
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $213k 5.3k 40.55
Intel Stock (INTC) 0.2 $208k 6.2k 33.44