Aufman Associates

Aufman Associates as of Dec. 31, 2024

Portfolio Holdings for Aufman Associates

Aufman Associates holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 23.8 $35M 147k 240.28
Vanguard 500 Index ETF Etf (VOO) 23.4 $35M 64k 538.81
Vanguard Developed Markets Index ETF Etf (VEA) 15.9 $24M 493k 47.82
Seagate Technology Holdings Stock (STX) 4.9 $7.3M 84k 86.31
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.5 $6.7M 26k 253.75
iShares Core S&P 500 Index ETF Etf (IVV) 3.1 $4.6M 7.8k 588.68
Berkshire Hathaway Cl B Stock (BRK.B) 2.3 $3.4M 7.4k 453.28
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.1 $3.1M 53k 57.41
Minerals Technologies Stock (MTX) 1.9 $2.7M 36k 76.21
Apple Stock (AAPL) 1.2 $1.8M 7.2k 250.41
Crown Castle Reit (CCI) 1.1 $1.7M 19k 90.76
Alphabet Cl C Stock (GOOG) 1.1 $1.6M 8.2k 190.43
Microsoft Stock (MSFT) 0.9 $1.3M 3.2k 421.51
Kraft Heinz Stock (KHC) 0.8 $1.2M 38k 30.71
Revvity Stock (RVTY) 0.7 $1.0M 9.3k 111.61
Exxon Mobil Stock (XOM) 0.7 $982k 9.1k 107.57
Vanguard Growth Index ETF Etf (VUG) 0.6 $894k 2.2k 410.53
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.6 $847k 20k 42.05
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $836k 14k 58.93
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $794k 1.4k 586.08
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $755k 2.9k 264.16
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $677k 14k 49.72
Broadcom Stock (AVGO) 0.4 $642k 2.8k 231.85
AbbVie Stock (ABBV) 0.4 $592k 3.3k 177.71
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $591k 2.0k 289.79
Johnson & Johnson Stock (JNJ) 0.4 $539k 3.7k 144.62
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $508k 6.7k 76.14
Paychex Stock (PAYX) 0.3 $498k 3.6k 140.22
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $462k 6.1k 76.06
Moderna Stock (MRNA) 0.3 $460k 11k 41.58
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $450k 3.9k 115.21
Alto Ingredients Stock (ALTO) 0.3 $416k 267k 1.56
Chevron Stock (CVX) 0.3 $409k 2.8k 144.85
Walt Disney Company Stock (DIS) 0.3 $396k 3.6k 111.36
Merck & Company Stock (MRK) 0.2 $359k 3.6k 99.48
Abbott Laboratories Stock (ABT) 0.2 $345k 3.1k 113.11
UnitedHealth Group Stock (UNH) 0.2 $335k 662.00 506.22
iShares MSCI USA ESG Select ETF Etf (SUSA) 0.2 $317k 2.6k 121.57
Amazon.com Stock (AMZN) 0.2 $315k 1.4k 219.34
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 0.2 $313k 13k 23.68
Alphabet Cl A Stock (GOOGL) 0.2 $313k 1.7k 189.30
McDonald's Stock (MCD) 0.2 $298k 1.0k 289.93
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $287k 7.3k 39.39
iShares S&P 500 Value ETF Etf (IVE) 0.2 $280k 1.5k 190.88
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $268k 6.7k 39.81
PepsiCo Stock (PEP) 0.2 $264k 1.7k 152.06
Verizon Communications Stock (VZ) 0.2 $261k 6.5k 39.99
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $260k 2.9k 90.93
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $255k 4.1k 62.31
Coca-Cola Stock (KO) 0.2 $249k 4.0k 62.25
PPL Stock (PPL) 0.2 $243k 7.5k 32.46
ConocoPhillips Stock (COP) 0.2 $238k 2.4k 99.17
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $236k 1.2k 197.49
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.2 $233k 1.9k 124.96
JPMorgan Chase Stock (JPM) 0.2 $233k 971.00 239.80
iShares S&P 500 Growth Index ETF Etf (IVW) 0.1 $211k 2.1k 101.53
Procter & Gamble Stock (PG) 0.1 $207k 1.2k 167.71
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $116k 10k 11.38
Forian Stock (FORA) 0.1 $109k 53k 2.06