Aufman Associates

Aufman Associates as of March 31, 2026

Portfolio Holdings for Aufman Associates

Aufman Associates holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Index ETF Etf (VB) 18.3 $37M 143k 261.92
Vanguard 500 Index ETF Etf (VOO) 17.5 $36M 60k 597.55
Vanguard Developed Markets Index ETF Etf (VEA) 15.9 $33M 507k 64.08
Seagate Technology Holdings Stock (STX) 12.6 $26M 66k 391.76
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 9.3 $19M 679k 27.85
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.1 $6.4M 25k 257.35
iShares Core S&P 500 Index ETF Etf (IVV) 2.4 $5.0M 7.6k 653.24
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 1.9 $3.9M 52k 75.10
Berkshire Hathaway Cl B Stock (BRK.B) 1.6 $3.2M 6.8k 479.20
Moderna Stock (MRNA) 1.3 $2.7M 57k 48.23
Minerals Technologies Stock (MTX) 1.3 $2.7M 38k 70.92
Alphabet Cl C Stock (GOOG) 1.0 $2.0M 7.1k 286.88
Apple Stock (AAPL) 1.0 $2.0M 7.7k 253.80
Exxon Mobil Stock (XOM) 0.7 $1.5M 8.6k 169.66
Microsoft Stock (MSFT) 0.6 $1.2M 3.3k 370.18
Crown Castle Reit (CCI) 0.6 $1.2M 14k 81.31
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.6 $1.1M 15k 77.11
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $1.0M 22k 47.02
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $1.0M 18k 55.20
Vanguard Growth Index ETF Etf (VUG) 0.4 $850k 1.9k 436.74
Vanguard Mid-Cap Index ETF Etf (VO) 0.4 $834k 2.9k 287.17
iShares Russell 1000 Growth Index ETF Etf (IWF) 0.4 $822k 1.9k 426.40
SPDR S&P 500 Index ETF Etf (SPY) 0.4 $796k 1.2k 650.34
Johnson & Johnson Stock (JNJ) 0.4 $783k 3.2k 244.44
Revvity Stock (RVTY) 0.4 $724k 8.3k 87.61
AbbVie Stock (ABBV) 0.3 $709k 3.3k 217.46
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $661k 6.9k 95.61
Chevron Stock (CVX) 0.3 $620k 3.0k 206.92
Vanguard Total Stock Market ETF Etf (VTI) 0.3 $612k 1.9k 320.82
Broadcom Stock (AVGO) 0.3 $583k 1.9k 309.54
iShares Russell 1000 Value Index ETF Etf (IWD) 0.2 $494k 2.3k 213.67
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.2 $490k 3.9k 124.31
iShares Russell Mid-Cap Growth Index ETF Etf (IWP) 0.2 $448k 3.5k 128.12
Merck & Company Stock (MRK) 0.2 $442k 3.7k 120.29
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.2 $422k 5.0k 84.91
Kraft Heinz Stock (KHC) 0.2 $419k 19k 22.49
Alphabet Cl A Stock (GOOGL) 0.2 $387k 1.3k 287.56
Walt Disney Company Stock (DIS) 0.2 $385k 4.0k 96.38
iShares ESG Optimized MSCI USA ETF Etf (SUSA) 0.2 $356k 2.7k 132.11
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $348k 1.0k 337.95
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $347k 7.0k 49.76
ConocoPhillips Stock (COP) 0.2 $317k 2.4k 132.00
Abbott Laboratories Stock (ABT) 0.2 $313k 3.1k 102.67
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.1 $304k 7.7k 39.73
Paychex Stock (PAYX) 0.1 $291k 3.2k 92.12
iShares MSCI EAFE ETF Etf (EFA) 0.1 $290k 3.0k 97.12
Coca-Cola Stock (KO) 0.1 $289k 3.8k 76.05
Amazon.com Stock (AMZN) 0.1 $288k 1.4k 208.22
PPL Stock (PPL) 0.1 $286k 7.5k 38.20
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $284k 1.5k 189.59
PepsiCo Stock (PEP) 0.1 $279k 1.8k 155.29
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.1 $276k 4.1k 67.53
iShares S&P 500 Value ETF Etf (IVE) 0.1 $276k 1.3k 211.15
Verizon Communications Stock (VZ) 0.1 $263k 5.2k 50.20
McKesson Stock (MCK) 0.1 $260k 300.00 865.36
McDonald's Stock (MCD) 0.1 $258k 829.00 310.85
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $254k 3.2k 78.42
Caterpillar Stock (CAT) 0.1 $248k 350.00 708.46
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $247k 1.9k 132.50
Marriott International Stock (MAR) 0.1 $230k 702.00 326.94
Fidelity Enhanced Large Cap Value ETF Etf (FELV) 0.1 $214k 6.1k 34.91
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) 0.1 $213k 2.8k 75.46
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.1 $200k 2.0k 100.62
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $188k 10k 18.29
Forian Stock 0.1 $109k 53k 2.07