Aufman Associates

Aufman Associates as of Sept. 30, 2025

Portfolio Holdings for Aufman Associates

Aufman Associates holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard 500 Index ETF Etf (VOO) 21.1 $38M 61k 612.38
Vanguard Small-Cap Index ETF Etf (VB) 20.7 $37M 145k 254.28
Vanguard Developed Markets Index ETF Etf (VEA) 17.4 $31M 515k 59.92
Seagate Technology Holdings Stock (STX) 9.4 $17M 70k 236.06
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 4.1 $7.3M 25k 293.79
iShares Core S&P 500 Index ETF Etf (IVV) 2.9 $5.2M 7.8k 669.31
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.1 $3.7M 52k 71.37
Berkshire Hathaway Cl B Stock (BRK.B) 1.9 $3.4M 6.8k 502.74
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 1.4 $2.6M 98k 26.30
Minerals Technologies Stock (MTX) 1.3 $2.4M 38k 62.12
Apple Stock (AAPL) 1.2 $2.1M 8.4k 254.62
Alphabet Cl C Stock (GOOG) 1.1 $1.9M 7.7k 243.57
Microsoft Stock (MSFT) 1.0 $1.7M 3.3k 517.89
Crown Castle Reit (CCI) 0.9 $1.6M 16k 96.49
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $1.1M 14k 73.46
Exxon Mobil Stock (XOM) 0.6 $1.0M 9.0k 112.75
Vanguard Growth Index ETF Etf (VUG) 0.6 $982k 2.0k 479.70
Kraft Heinz Stock (KHC) 0.6 $978k 38k 26.04
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $948k 21k 45.08
iShares Russell 1000 Growth Index ETF Etf (IWF) 0.5 $903k 1.9k 468.41
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $897k 16k 57.31
Vanguard Mid-Cap Index ETF Etf (VO) 0.5 $850k 2.9k 293.78
SPDR S&P 500 Index ETF Etf (SPY) 0.5 $849k 1.3k 666.18
Revvity Stock (RVTY) 0.5 $819k 9.3k 87.65
AbbVie Stock (ABBV) 0.4 $755k 3.3k 231.51
Johnson & Johnson Stock (JNJ) 0.4 $691k 3.7k 185.42
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.4 $632k 6.8k 92.98
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $622k 1.9k 328.13
Broadcom Stock (AVGO) 0.3 $621k 1.9k 329.98
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.3 $542k 6.1k 89.13
iShares Russell Mid-Cap Growth Index ETF Etf (IWP) 0.3 $498k 3.5k 142.41
iShares Russell 1000 Value Index ETF Etf (IWD) 0.3 $470k 2.3k 203.59
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.3 $467k 3.9k 118.83
Chevron Stock (CVX) 0.3 $460k 3.0k 155.28
Walt Disney Company Stock (DIS) 0.3 $460k 4.0k 114.50
Moderna Stock (MRNA) 0.3 $452k 18k 25.83
Abbott Laboratories Stock (ABT) 0.2 $409k 3.1k 133.94
Paychex Stock (PAYX) 0.2 $400k 3.2k 126.76
Alphabet Cl A Stock (GOOGL) 0.2 $379k 1.6k 243.10
iShares ESG Optimized MSCI USA ETF Etf (SUSA) 0.2 $351k 2.6k 135.64
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $337k 6.8k 49.31
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $334k 1.2k 279.29
McDonald's Stock (MCD) 0.2 $326k 1.1k 303.93
Merck & Company Stock (MRK) 0.2 $313k 3.7k 83.93
Amazon.com Stock (AMZN) 0.2 $308k 1.4k 219.52
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $303k 7.5k 40.57
iShares S&P 500 Value ETF Etf (IVE) 0.2 $303k 1.5k 206.51
iShares MSCI EAFE ETF Etf (EFA) 0.2 $279k 3.0k 93.36
PPL Stock (PPL) 0.2 $278k 7.5k 37.16
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $274k 2.9k 95.89
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.2 $267k 4.1k 65.26
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $265k 1.5k 176.81
PepsiCo Stock (PEP) 0.1 $252k 1.8k 140.44
Coca-Cola Stock (KO) 0.1 $252k 3.8k 66.33
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $242k 1.9k 129.72
Oracle Stock (ORCL) 0.1 $236k 838.00 281.24
McKesson Stock (MCK) 0.1 $232k 300.00 772.54
Verizon Communications Stock (VZ) 0.1 $230k 5.2k 43.95
ConocoPhillips Stock (COP) 0.1 $227k 2.4k 94.59
UnitedHealth Group Stock (UNH) 0.1 $225k 652.00 345.30
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) 0.1 $207k 2.7k 75.75
iShares 0-3 Month Treasury Bond ETF Etf (SGOV) 0.1 $206k 2.0k 100.72
International Business Machines Stock (IBM) 0.1 $206k 729.00 282.16
Fidelity Enhanced Large Cap Value ETF Etf (FELV) 0.1 $206k 6.1k 33.53
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $159k 10k 15.48
Forian Stock (FORA) 0.1 $119k 53k 2.25