Aufman Associates

Aufman Associates as of June 30, 2025

Portfolio Holdings for Aufman Associates

Aufman Associates holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard 500 Index ETF Etf (VOO) 21.7 $35M 62k 568.03
Vanguard Small-Cap Index ETF Etf (VB) 21.3 $35M 146k 236.98
Vanguard Developed Markets Index ETF Etf (VEA) 18.1 $29M 515k 57.01
Seagate Technology Holdings Stock (STX) 6.3 $10M 71k 144.33
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.5 $7.3M 26k 284.39
iShares Core S&P 500 Index ETF Etf (IVV) 3.0 $4.8M 7.7k 620.90
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.2 $3.5M 53k 67.22
Berkshire Hathaway Cl B Stock (BRK.B) 2.1 $3.4M 6.9k 485.77
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 1.5 $2.4M 98k 24.54
Minerals Technologies Stock (MTX) 1.3 $2.1M 38k 55.07
Apple Stock (AAPL) 1.2 $2.0M 9.8k 205.17
Crown Castle Reit (CCI) 1.1 $1.8M 18k 102.73
Microsoft Stock (MSFT) 1.0 $1.7M 3.4k 497.39
Alphabet Cl C Stock (GOOG) 0.9 $1.4M 8.0k 177.40
Exxon Mobil Stock (XOM) 0.6 $996k 9.2k 107.80
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $990k 14k 69.09
Kraft Heinz Stock (KHC) 0.6 $970k 38k 25.82
Vanguard Growth Index ETF Etf (VUG) 0.6 $934k 2.1k 438.35
Revvity Stock (RVTY) 0.6 $903k 9.3k 96.72
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $821k 20k 41.33
iShares Russell 1000 Growth Index ETF Etf (IWF) 0.5 $818k 1.9k 424.58
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $809k 1.3k 617.85
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $807k 2.9k 279.87
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $736k 14k 53.93
Broadcom Stock (AVGO) 0.4 $684k 2.5k 275.61
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $607k 6.8k 89.22
AbbVie Stock (ABBV) 0.4 $605k 3.3k 185.59
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $576k 1.9k 303.95
Johnson & Johnson Stock (JNJ) 0.4 $568k 3.7k 152.75
Walt Disney Company Stock (DIS) 0.3 $500k 4.0k 124.00
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $487k 6.1k 80.10
iShares Russell Mid-Cap Growth Index ETF Etf (IWP) 0.3 $485k 3.5k 138.68
Paychex Stock (PAYX) 0.3 $459k 3.2k 145.46
iShares Russell 1000 Value Index ETF Etf (IWD) 0.3 $449k 2.3k 194.23
Moderna Stock (MRNA) 0.3 $440k 16k 27.16
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $429k 3.9k 109.28
Chevron Stock (CVX) 0.3 $421k 2.9k 143.19
Abbott Laboratories Stock (ABT) 0.3 $415k 3.1k 136.01
iShares ESG Optimized MSCI USA ETF Etf (SUSA) 0.2 $331k 2.6k 126.74
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $324k 6.8k 47.36
McDonald's Stock (MCD) 0.2 $314k 1.1k 292.21
Amazon.com Stock (AMZN) 0.2 $313k 1.4k 219.34
Alto Ingredients Stock (ALTO) 0.2 $307k 267k 1.15
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $293k 7.3k 40.11
Merck & Company Stock (MRK) 0.2 $293k 3.7k 79.16
iShares S&P 500 Value ETF Etf (IVE) 0.2 $287k 1.5k 195.42
Alphabet Cl A Stock (GOOGL) 0.2 $285k 1.6k 176.23
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $271k 1.2k 226.49
Coca-Cola Stock (KO) 0.2 $269k 3.8k 70.75
iShares MSCI EAFE ETF Etf (EFA) 0.2 $267k 3.0k 89.38
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $260k 2.9k 90.98
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $254k 4.1k 62.02
PPL Stock (PPL) 0.2 $254k 7.5k 33.89
Verizon Communications Stock (VZ) 0.2 $249k 5.8k 43.27
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $237k 1.5k 157.76
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $230k 1.9k 123.58
PepsiCo Stock (PEP) 0.1 $229k 1.7k 132.04
McKesson Stock (MCK) 0.1 $220k 300.00 732.78
ConocoPhillips Stock (COP) 0.1 $215k 2.4k 89.74
International Business Machines Stock (IBM) 0.1 $215k 729.00 294.78
UnitedHealth Group Stock (UNH) 0.1 $207k 663.00 311.78
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) 0.1 $203k 2.7k 74.45
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $135k 10k 13.11
Forian Stock (FORA) 0.1 $103k 53k 1.96