Aufman Associates

Aufman Associates as of Dec. 31, 2025

Portfolio Holdings for Aufman Associates

Aufman Associates holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard 500 Index ETF Etf (VOO) 19.5 $38M 61k 627.13
Vanguard Small-Cap Index ETF Etf (VB) 19.1 $37M 144k 257.95
Vanguard Developed Markets Index ETF Etf (VEA) 16.5 $32M 515k 62.47
Seagate Technology Holdings Stock (STX) 9.3 $18M 66k 275.39
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 8.0 $16M 575k 27.21
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.5 $6.9M 25k 279.14
iShares Core S&P 500 Index ETF Etf (IVV) 2.7 $5.3M 7.7k 684.97
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 2.0 $3.9M 53k 73.56
Berkshire Hathaway Cl B Stock (BRK.B) 1.7 $3.4M 6.8k 502.65
Minerals Technologies Stock (MTX) 1.2 $2.3M 38k 60.95
Alphabet Cl C Stock (GOOG) 1.1 $2.2M 7.0k 313.81
Apple Stock (AAPL) 1.1 $2.1M 7.8k 271.84
Microsoft Stock (MSFT) 0.8 $1.6M 3.3k 483.60
Crown Castle Reit (CCI) 0.7 $1.5M 16k 88.87
Moderna Stock (MRNA) 0.7 $1.3M 43k 29.49
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $1.1M 15k 75.44
Exxon Mobil Stock (XOM) 0.6 $1.1M 9.0k 120.34
Vanguard Growth Index ETF Etf (VUG) 0.5 $1.0M 2.1k 487.82
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $1.0M 22k 45.98
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $955k 17k 57.58
iShares Russell 1000 Growth Index ETF Etf (IWF) 0.5 $912k 1.9k 473.30
SPDR S&P 500 Index ETF Etf (SPY) 0.4 $856k 1.3k 681.92
Vanguard Mid-Cap Index ETF Etf (VO) 0.4 $844k 2.9k 290.26
Revvity Stock (RVTY) 0.4 $799k 8.3k 96.75
AbbVie Stock (ABBV) 0.4 $745k 3.3k 228.46
Johnson & Johnson Stock (JNJ) 0.4 $702k 3.4k 206.95
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $657k 6.9k 95.08
Broadcom Stock (AVGO) 0.3 $651k 1.9k 346.15
Vanguard Total Stock Market ETF Etf (VTI) 0.3 $638k 1.9k 335.27
iShares Russell 1000 Value Index ETF Etf (IWD) 0.2 $486k 2.3k 210.34
iShares Russell Mid-Cap Growth Index ETF Etf (IWP) 0.2 $479k 3.5k 136.94
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.2 $474k 3.9k 120.19
Chevron Stock (CVX) 0.2 $455k 3.0k 152.40
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.2 $454k 5.0k 91.40
Walt Disney Company Stock (DIS) 0.2 $454k 4.0k 113.77
Kraft Heinz Stock (KHC) 0.2 $452k 19k 24.25
Alphabet Cl A Stock (GOOGL) 0.2 $427k 1.4k 313.00
Merck & Company Stock (MRK) 0.2 $390k 3.7k 105.26
Abbott Laboratories Stock (ABT) 0.2 $382k 3.1k 125.29
iShares ESG Optimized MSCI USA ETF Etf (SUSA) 0.2 $360k 2.6k 139.34
Paychex Stock (PAYX) 0.2 $354k 3.2k 112.18
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $352k 7.0k 50.46
Amazon.com Stock (AMZN) 0.2 $320k 1.4k 230.76
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $313k 1.0k 303.89
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.2 $311k 7.7k 40.25
iShares S&P 500 Value ETF Etf (IVE) 0.2 $311k 1.5k 212.07
iShares MSCI EAFE ETF Etf (EFA) 0.1 $287k 3.0k 96.02
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.1 $277k 2.9k 96.88
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $272k 1.5k 181.21
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.1 $270k 4.1k 66.00
Coca-Cola Stock (KO) 0.1 $266k 3.8k 69.91
PPL Stock (PPL) 0.1 $262k 7.5k 35.02
PepsiCo Stock (PEP) 0.1 $258k 1.8k 143.52
McDonald's Stock (MCD) 0.1 $253k 829.00 305.69
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $253k 3.2k 78.81
McKesson Stock (MCK) 0.1 $246k 300.00 820.29
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $245k 1.9k 131.59
ConocoPhillips Stock (COP) 0.1 $225k 2.4k 93.61
Marriott International Stock (MAR) 0.1 $218k 702.00 310.11
International Business Machines Stock (IBM) 0.1 $216k 729.00 296.21
UnitedHealth Group Stock (UNH) 0.1 $215k 652.00 330.11
Verizon Communications Stock (VZ) 0.1 $214k 5.2k 40.73
Fidelity Enhanced Large Cap Value ETF Etf (FELV) 0.1 $213k 6.1k 34.66
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) 0.1 $212k 2.8k 75.17
Caterpillar Stock (CAT) 0.1 $201k 350.00 572.87
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $169k 10k 16.43
Forian Stock (FORA) 0.1 $112k 53k 2.12