Aufman Associates

Aufman Associates as of June 30, 2024

Portfolio Holdings for Aufman Associates

Aufman Associates holds 46 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard 500 Index ETF Etf (VOO) 24.0 $34M 68k 500.13
Vanguard Small-Cap Index ETF Etf (VB) 23.2 $33M 149k 218.04
Vanguard Developed Markets Index ETF Etf (VEA) 16.6 $23M 473k 49.42
Seagate Technology Holdings Stock (STX) 7.2 $10M 98k 103.27
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.3 $6.1M 27k 229.56
iShares Core S&P 500 Index ETF Etf (IVV) 2.8 $3.9M 7.1k 547.24
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.3 $3.2M 55k 58.64
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $3.2M 7.9k 406.80
Minerals Technologies Stock (MTX) 2.1 $2.9M 35k 83.16
Crown Castle Reit (CCI) 1.5 $2.1M 21k 97.70
Revvity Stock (RVTY) 1.2 $1.7M 16k 104.86
Alphabet Cl C Stock (GOOG) 1.1 $1.6M 8.8k 183.42
Apple Stock (AAPL) 1.1 $1.6M 7.6k 210.62
Microsoft Stock (MSFT) 0.8 $1.1M 2.4k 447.04
Exxon Mobil Stock (XOM) 0.6 $839k 7.3k 115.11
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $839k 14k 60.30
SPDR S&P 500 Index ETF Etf (SPY) 0.6 $800k 1.5k 544.22
Moderna Stock (MRNA) 0.5 $773k 6.5k 118.75
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $717k 19k 38.50
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $684k 2.8k 242.07
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $632k 14k 46.58
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $553k 2.1k 267.52
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.4 $527k 7.5k 69.93
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $524k 6.7k 78.77
AbbVie Stock (ABBV) 0.3 $422k 2.5k 171.51
Johnson & Johnson Stock (JNJ) 0.3 $416k 2.8k 146.16
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $414k 3.9k 106.65
Walt Disney Company Stock (DIS) 0.3 $353k 3.6k 99.29
Alphabet Cl A Stock (GOOGL) 0.2 $330k 1.8k 182.15
UnitedHealth Group Stock (UNH) 0.2 $322k 632.00 509.57
Abbott Laboratories Stock (ABT) 0.2 $317k 3.1k 103.91
ConocoPhillips Stock (COP) 0.2 $310k 2.7k 114.38
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $301k 4.5k 66.99
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $295k 5.0k 58.52
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $281k 7.1k 39.72
Alto Ingredients Stock (ALTO) 0.2 $279k 193k 1.45
Paychex Stock (PAYX) 0.2 $279k 2.4k 118.56
Amazon.com Stock (AMZN) 0.2 $274k 1.4k 193.20
Chevron Stock (CVX) 0.2 $274k 1.7k 156.44
PPL Stock (PPL) 0.2 $272k 9.8k 27.65
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $272k 6.7k 40.79
Coca-Cola Stock (KO) 0.2 $248k 3.9k 63.64
iShares S&P 500 Growth Index ETF Etf (IVW) 0.2 $226k 2.4k 92.54
Vanguard Growth Index ETF Etf (VUG) 0.2 $212k 567.00 373.88
Forian Stock (FORA) 0.1 $140k 53k 2.65
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $134k 10k 13.32