13F HOLDINGS REPORT

Aufman Associates Inc

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001801573-25-000001

Total Value

$148.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (59)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Vanguard Small-Cap Index ETF	922908751	146,997	$35.3M	23.84%
2	Vanguard 500 Index ETF	922908363	64,340	$34.7M	23.40%
3	Vanguard Developed Markets Index ETF	921943858	493,253	$23.6M	15.92%
4	Seagate Technology Holdings	SE	84,126	$7.3M	4.90%
5	Vanguard Mid-Cap Growth Index ETF	922908538	26,273	$6.7M	4.50%
6	iShares Core S&P 500 Index ETF	464287200	7,809	$4.6M	3.10%
7	Berkshire Hathaway Cl B	BRK-A	7,448	$3.4M	2.28%
8	Vanguard FTSE All-World ex US Index ETF	922042775	53,293	$3.1M	2.07%
9	Minerals Technologies	MTX	35,997	$2.7M	1.85%
10	Apple	AAPL	7,208	$1.8M	1.22%
11	Crown Castle	CCI	18,450	$1.7M	1.13%
12	Alphabet Cl C	GOOG	8,180	$1.6M	1.05%
13	Microsoft	MSFT	3,157	$1.3M	0.90%
14	Kraft Heinz Co	KHC	37,571	$1.2M	0.78%
15	Revvity	RVTY	9,339	$1.0M	0.70%
16	Exxon Mobil	XOM	9,133	$982,404	0.66%
17	Vanguard Growth Index ETF	922908736	2,177	$893,715	0.60%
18	iShares ESG Aware MSCI USA Small-Cap ETF	46435U663	20,130	$846,459	0.57%
19	Vanguard Total Int'l Stock Index ETF	921909768	14,193	$836,406	0.56%
20	SPDR S&P 500 Index ETF	SPY	1,355	$794,138	0.54%
21	Vanguard Mid-Cap Index ETF	922908629	2,857	$754,713	0.51%
22	iShares ESG Advanced MSCI USA ETF	46436E767	13,618	$677,097	0.46%
23	Broadcom	AVGO	2,768	$641,753	0.43%
24	AbbVie	ABBV	3,331	$591,958	0.40%
25	Vanguard Total Stock Market ETF	922908769	2,038	$590,597	0.40%
26	Johnson & Johnson	JNJ	3,726	$538,854	0.36%
27	iShares ESG Aware MSCI EAFE ETF	46435G516	6,676	$508,295	0.34%
28	Paychex	PAYX	3,550	$497,781	0.34%
29	Fidelity NASDAQ Composite Index ETF	315912808	6,077	$462,217	0.31%
30	Moderna	MRNA	11,066	$460,124	0.31%
31	iShares Core S&P Small-Cap Index ETF	464287804	3,908	$450,254	0.30%
32	Alto Ingredients	ALTO	266,662	$415,993	0.28%
33	Chevron	CVX	2,823	$408,918	0.28%
34	The Walt Disney Company	254687106	3,557	$396,122	0.27%
35	Merck & Company	MRK	3,604	$358,526	0.24%
36	Abbott Laboratories	ABLZF	3,051	$345,099	0.23%
37	UnitedHealth Group	UNH	662	$335,117	0.23%
38	iShares MSCI USA ESG Select ETF	464288802	2,605	$316,694	0.21%
39	Amazon.com	AMZN	1,435	$314,748	0.21%
40	Schwab Fundamental US Large Company Index ETF	808524771	13,213	$312,892	0.21%
41	Alphabet Cl A	GOOG	1,652	$312,724	0.21%
42	McDonald's	MCD	1,029	$298,342	0.20%
43	SPDR DoubleLine Total Return Tactical ETF	78467V848	7,279	$286,703	0.19%
44	iShares S&P 500 Value ETF	464287408	1,466	$279,830	0.19%
45	SPDR MSCI EAFE Fossil Fuel Free ETF	78470E106	6,730	$267,935	0.18%
46	PepsiCo	PEP	1,737	$264,128	0.18%
47	Verizon Communications	VZ	6,523	$260,864	0.18%
48	iShares S&P Mid-Cap 400 Growth ETF	464287606	2,859	$259,969	0.18%
49	iShares Core S&P Mid-Cap Index ETF	464287507	4,091	$254,910	0.17%
50	Coca-Cola	KO	3,993	$248,581	0.17%
51	PPL	PPLC	7,485	$242,963	0.16%
52	ConocoPhillips	COP	2,400	$238,008	0.16%
53	Taiwan Semiconductor Mfg ADR	874039100	1,195	$236,001	0.16%
54	iShares S&P Mid-Cap 400 Value ETF	464287705	1,864	$232,925	0.16%
55	JPMorgan Chase	VYLD	971	$232,842	0.16%
56	iShares S&P 500 Growth Index ETF	464287309	2,075	$210,675	0.14%
57	Procter & Gamble	742718109	1,231	$206,453	0.14%
58	iShares Global Clean Energy ETF	464288224	10,158	$115,598	0.08%
59	Forian	FORA	52,657	$108,473	0.07%