Aufman Associates

Aufman Associates as of Sept. 30, 2024

Portfolio Holdings for Aufman Associates

Aufman Associates holds 64 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 22.6 $35M 148k 237.21
Vanguard 500 Index ETF Etf (VOO) 22.3 $35M 66k 527.67
Vanguard Developed Markets Index ETF Etf (VEA) 15.7 $25M 464k 52.81
Seagate Technology Holdings Stock (STX) 6.7 $11M 95k 109.53
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.1 $6.4M 26k 243.47
iShares Core S&P 500 Index ETF Etf (IVV) 2.9 $4.5M 7.9k 576.79
Minerals Technologies Stock (MTX) 2.4 $3.7M 49k 77.23
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $3.6M 7.7k 460.26
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.1 $3.3M 53k 63.00
Crown Castle Reit (CCI) 1.4 $2.2M 19k 118.63
Apple Stock (AAPL) 1.1 $1.7M 7.4k 233.00
Alphabet Cl C Stock (GOOG) 0.9 $1.4M 8.4k 167.18
Kraft Heinz Stock (KHC) 0.9 $1.4M 40k 35.11
Microsoft Stock (MSFT) 0.9 $1.4M 3.2k 430.28
Revvity Stock (RVTY) 0.8 $1.2M 9.3k 127.75
Exxon Mobil Stock (XOM) 0.7 $1.1M 9.3k 117.22
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $905k 14k 64.74
Vanguard Growth Index ETF Etf (VUG) 0.5 $825k 2.1k 383.97
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $800k 1.4k 573.76
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $779k 19k 41.82
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $751k 2.8k 263.81
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $666k 14k 49.08
AbbVie Stock (ABBV) 0.4 $658k 3.3k 197.48
Johnson & Johnson Stock (JNJ) 0.4 $604k 3.7k 162.06
Moderna Stock (MRNA) 0.4 $586k 8.8k 66.83
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $578k 2.0k 283.12
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $555k 6.6k 84.17
Broadcom Stock (AVGO) 0.3 $503k 2.9k 172.50
Paychex Stock (PAYX) 0.3 $476k 3.6k 134.19
Merck & Company Stock (MRK) 0.3 $462k 4.1k 113.56
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $455k 3.9k 116.97
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $435k 6.1k 71.60
Alto Ingredients Stock (ALTO) 0.3 $429k 267k 1.61
Chevron Stock (CVX) 0.3 $413k 2.8k 147.29
UnitedHealth Group Stock (UNH) 0.2 $387k 662.00 585.06
PepsiCo Stock (PEP) 0.2 $366k 2.2k 170.05
Abbott Laboratories Stock (ABT) 0.2 $348k 3.1k 114.01
McDonald's Stock (MCD) 0.2 $344k 1.1k 304.55
Walt Disney Company Stock (DIS) 0.2 $342k 3.6k 96.20
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $315k 4.4k 71.76
Coca-Cola Stock (KO) 0.2 $308k 4.3k 71.86
Verizon Communications Stock (VZ) 0.2 $300k 6.7k 44.91
Alphabet Cl A Stock (GOOGL) 0.2 $296k 1.8k 165.85
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $296k 7.2k 41.40
Amazon.com Stock (AMZN) 0.2 $296k 1.6k 186.29
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $291k 6.7k 43.74
iShares S&P 500 Value ETF Etf (IVE) 0.2 $289k 1.5k 197.17
PPL Stock (PPL) 0.2 $287k 8.7k 33.08
ConocoPhillips Stock (COP) 0.2 $285k 2.7k 105.28
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $273k 4.4k 62.32
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $263k 2.9k 91.93
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $262k 1.5k 173.67
JPMorgan Chase Stock (JPM) 0.2 $241k 1.1k 210.89
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $230k 1.9k 123.62
NextEra Energy Stock (NEE) 0.1 $229k 2.7k 84.53
Advanced Micro Devices Stock (AMD) 0.1 $225k 1.4k 164.08
Cisco Systems Stock (CSCO) 0.1 $214k 4.0k 53.22
Procter & Gamble Stock (PG) 0.1 $213k 1.2k 173.21
PNC Financial Services Stock (PNC) 0.1 $212k 1.1k 184.85
iShares S&P 500 Growth Index ETF Etf (IVW) 0.1 $211k 2.2k 95.75
Duke Energy Stock (DUK) 0.1 $211k 1.8k 115.30
Pfizer Stock (PFE) 0.1 $201k 6.9k 28.94
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $148k 10k 14.69
Forian Stock (FORA) 0.1 $114k 53k 2.16