Aufman Associates

Aufman Associates as of June 30, 2026

Portfolio Holdings for Aufman Associates

Aufman Associates holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Seagate Technology Holdings Stock (STX) 19.5 $49M 51k 965.00
Vanguard Small-Cap Index ETF Etf (VB) 17.0 $43M 141k 303.12
Vanguard S&P 500 Index ETF Etf (VOO) 16.3 $41M 60k 686.82
Vanguard Developed Markets Index ETF Etf (VEA) 14.0 $35M 493k 71.25
Schwab Fundamental US Large Company Index ETF Etf (FNDX) 8.7 $22M 699k 31.10
Vanguard Mid-Cap Growth Index ETF Etf (VOT) 3.0 $7.5M 24k 306.30
iShares Core S&P 500 Index ETF Etf (IVV) 2.3 $5.7M 7.7k 748.93
Moderna Stock (MRNA) 1.8 $4.6M 66k 69.70
Vanguard FTSE All-World ex US Index ETF Etf (VEU) 1.7 $4.3M 51k 83.75
Alphabet Cl C Stock (GOOG) 1.4 $3.5M 9.8k 353.34
Berkshire Hathaway Cl B Stock (BRK.B) 1.2 $3.1M 6.2k 500.39
Minerals Technologies Stock (MTX) 1.1 $2.7M 36k 73.97
Apple Stock (AAPL) 0.8 $2.1M 7.4k 289.38
Vanguard Total Int'l Stock Index ETF Etf (VXUS) 0.5 $1.3M 15k 85.49
iShares ESG Advanced MSCI USA ETF Etf (USXF) 0.5 $1.3M 18k 69.45
Microsoft Stock (MSFT) 0.5 $1.2M 3.3k 373.06
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.5 $1.2M 22k 55.93
ExxonMobil Holdings Stock 0.4 $1.0M 7.6k 136.73
iShares Russell 1000 Growth Index ETF Etf (IWF) 0.4 $957k 7.7k 124.17
Vanguard Mid-Cap Index ETF Etf (VO) 0.4 $936k 12k 80.57
Crown Castle Reit (CCI) 0.4 $930k 12k 75.73
SPDR S&P 500 Index ETF Etf (SPY) 0.4 $910k 1.2k 746.85
Vanguard Growth Index ETF Etf (VUG) 0.4 $887k 10k 86.14
Revvity Stock (RVTY) 0.3 $820k 7.4k 111.26
Johnson & Johnson Stock (JNJ) 0.3 $804k 3.2k 253.97
AbbVie Stock (ABBV) 0.3 $804k 3.2k 251.64
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.3 $720k 7.0k 102.81
Broadcom Stock (AVGO) 0.3 $712k 1.9k 377.74
Vanguard Total Stock Market ETF Etf (VTI) 0.3 $707k 1.9k 369.99
iShares Core S&P Small-Cap Index ETF Etf (IJR) 0.2 $583k 3.9k 148.30
iShares Russell 1000 Value Index ETF Etf (IWD) 0.2 $560k 2.3k 242.43
Fidelity NASDAQ Composite Index ETF Etf (ONEQ) 0.2 $513k 5.0k 103.22
iShares Russell Mid-Cap Growth Index ETF Etf (IWP) 0.2 $510k 3.5k 146.41
Chevron Stock (CVX) 0.2 $489k 2.9k 165.73
Alphabet Cl A Stock (GOOGL) 0.2 $463k 1.3k 357.37
Kraft Heinz Stock (KHC) 0.2 $440k 19k 23.62
Advanced Micro Devices Stock (AMD) 0.2 $424k 730.00 580.91
iShares ESG Optimized MSCI USA ETF Etf (SUSA) 0.2 $416k 2.7k 154.31
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $416k 870.00 477.57
Walt Disney Company Stock (DIS) 0.2 $385k 4.0k 96.25
Merck & Company Stock (MRK) 0.2 $384k 3.0k 128.50
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX) 0.2 $383k 7.1k 54.12
Caterpillar Stock (CAT) 0.1 $373k 350.00 1064.90
Amazon.com Stock (AMZN) 0.1 $372k 1.6k 238.29
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $332k 1.5k 221.20
iShares Core S&P Mid-Cap Index ETF Etf (IJH) 0.1 $316k 4.1k 77.11
Paychex Stock (PAYX) 0.1 $310k 3.2k 98.33
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL) 0.1 $305k 7.7k 39.47
Coca-Cola Stock (KO) 0.1 $305k 3.7k 81.26
International Business Machines Stock (IBM) 0.1 $299k 1.1k 281.21
iShares S&P 500 Value ETF Etf (IVE) 0.1 $297k 1.3k 227.06
Abbott Laboratories Stock (ABT) 0.1 $277k 3.1k 90.74
UnitedHealth Group Stock (UNH) 0.1 $271k 652.00 415.63
PPL Stock (PPL) 0.1 $267k 7.4k 36.35
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $264k 3.4k 77.91
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.1 $251k 1.7k 147.73
Fidelity Enhanced Large Cap Value ETF Etf (FELV) 0.1 $246k 6.1k 40.09
PepsiCo Stock (PEP) 0.1 $243k 1.8k 135.40
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) 0.1 $240k 2.8k 84.61
Marriott International Stock (MAR) 0.1 $235k 635.00 370.42
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.1 $234k 2.0k 117.50
iShares MSCI EAFE ETF Etf (EFA) 0.1 $229k 2.2k 103.88
McKesson Stock (MCK) 0.1 $227k 300.00 755.60
Vanguard ESG International Stock ETF Etf (VSGX) 0.1 $226k 2.7k 82.34
McDonald's Stock (MCD) 0.1 $224k 829.00 270.36
Verizon Communications Stock (VZ) 0.1 $222k 5.2k 42.34
iShares Global Clean Energy ETF Etf (ICLN) 0.1 $210k 10k 20.49