Aufman Associates

Aufman Associates as of March 31, 2025

Portfolio Holdings for Aufman Associates

Aufman Associates holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 22.3 $32M 146k 221.75
Vanguard 500 Index ETF Etf (VOO) 22.0 $32M 62k 513.91
Vanguard Developed Markets Index ETF Etf (VEA) 18.0 $26M 515k 50.83
Seagate Technology Holdings Stock (STX) 4.9 $7.1M 84k 84.95
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.3 $6.3M 26k 244.64
iShares Core S&P 500 Index ETF Etf (IVV) 3.0 $4.4M 7.8k 561.89
Berkshire Hathaway Cl B Stock (BRK.B) 2.6 $3.8M 7.2k 532.58
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.2 $3.2M 53k 60.66
Minerals Technologies Stock (MTX) 1.6 $2.4M 37k 63.57
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 1.6 $2.3M 96k 23.61
Crown Castle Reit (CCI) 1.4 $2.0M 19k 104.23
Apple Stock (AAPL) 1.1 $1.6M 7.3k 222.12
Alphabet Cl C Stock (GOOG) 0.8 $1.2M 7.8k 156.24
Microsoft Stock (MSFT) 0.8 $1.2M 3.1k 375.35
Kraft Heinz Stock (KHC) 0.8 $1.1M 38k 30.43
Exxon Mobil Stock (XOM) 0.7 $1.1M 9.1k 118.93
Revvity Stock (RVTY) 0.7 $988k 9.3k 105.80
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $884k 14k 62.10
Vanguard Growth Index ETF Etf (VUG) 0.5 $799k 2.2k 370.77
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $775k 20k 38.41
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $742k 2.9k 258.66
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $742k 1.3k 559.39
AbbVie Stock (ABBV) 0.5 $683k 3.3k 209.54
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.4 $637k 14k 46.67
Johnson & Johnson Stock (JNJ) 0.4 $618k 3.7k 165.84
Paychex Stock (PAYX) 0.4 $548k 3.6k 154.28
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $545k 6.7k 81.69
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $521k 1.9k 274.85
Chevron Stock (CVX) 0.3 $479k 2.9k 167.28
Moderna Stock (MRNA) 0.3 $463k 15k 31.12
Broadcom Stock (AVGO) 0.3 $435k 2.6k 167.41
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $414k 6.1k 68.06
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $409k 3.9k 104.56
Abbott Laboratories Stock (ABT) 0.3 $405k 3.1k 132.65
Walt Disney Company Stock (DIS) 0.2 $351k 3.6k 98.69
UnitedHealth Group Stock (UNH) 0.2 $347k 663.00 523.37
Merck & Company Stock (MRK) 0.2 $324k 3.6k 89.76
McDonald's Stock (MCD) 0.2 $322k 1.0k 312.42
Alto Ingredients Stock (ALTO) 0.2 $304k 267k 1.14
iShares MSCI USA ESG Select ETF Etf (SUSA) 0.2 $300k 2.6k 114.88
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $296k 7.3k 40.29
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $289k 6.7k 42.96
iShares S&P 500 Value ETF Etf (IVE) 0.2 $279k 1.5k 190.58
Verizon Communications Stock (VZ) 0.2 $277k 6.1k 45.36
Amazon.com Stock (AMZN) 0.2 $274k 1.4k 190.21
PPL Stock (PPL) 0.2 $270k 7.5k 36.11
Coca-Cola Stock (KO) 0.2 $265k 3.7k 71.61
PepsiCo Stock (PEP) 0.2 $260k 1.7k 149.94
Alphabet Cl A Stock (GOOGL) 0.2 $256k 1.7k 154.64
ConocoPhillips Stock (COP) 0.2 $252k 2.4k 105.02
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $239k 4.1k 58.35
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $238k 2.9k 83.28
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.2 $223k 1.9k 119.73
Duke Energy Stock (DUK) 0.2 $223k 1.8k 121.99
McKesson Stock (MCK) 0.1 $202k 300.00 672.99
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $116k 10k 11.42
Forian Stock (FORA) 0.1 $105k 53k 2.00