13F HOLDINGS REPORT
Aufman Associates Inc
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001801573-25-000002
Total Value
$145.5M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Small-Cap Index ETF | 922908751 | 146,265 | $32.4M | 22.30% |
| 2 | Vanguard 500 Index ETF | 922908363 | 62,391 | $32.1M | 22.04% |
| 3 | Vanguard Developed Markets Index ETF | 921943858 | 515,154 | $26.2M | 18.00% |
| 4 | Seagate Technology Holdings | SE | 83,599 | $7.1M | 4.88% |
| 5 | Vanguard Mid-Cap Growth Index ETF | 922908538 | 25,706 | $6.3M | 4.32% |
| 6 | iShares Core S&P 500 Index ETF | 464287200 | 7,789 | $4.4M | 3.01% |
| 7 | Berkshire Hathaway Cl B | BRK-A | 7,204 | $3.8M | 2.64% |
| 8 | Vanguard FTSE All-World ex US Index ETF | 922042775 | 52,962 | $3.2M | 2.21% |
| 9 | Minerals Technologies | MTX | 37,004 | $2.4M | 1.62% |
| 10 | Schwab Fundamental US Large Company Index ETF | 808524771 | 96,175 | $2.3M | 1.56% |
| 11 | Crown Castle | CCI | 19,026 | $2.0M | 1.36% |
| 12 | Apple | AAPL | 7,303 | $1.6M | 1.12% |
| 13 | Alphabet Cl C | GOOG | 7,827 | $1.2M | 0.84% |
| 14 | Microsoft | MSFT | 3,134 | $1.2M | 0.81% |
| 15 | Kraft Heinz Co | KHC | 37,571 | $1.1M | 0.79% |
| 16 | Exxon Mobil | XOM | 9,135 | $1.1M | 0.75% |
| 17 | Revvity | RVTY | 9,339 | $988,066 | 0.68% |
| 18 | Vanguard Total Int'l Stock Index ETF | 921909768 | 14,233 | $883,876 | 0.61% |
| 19 | Vanguard Growth Index ETF | 922908736 | 2,156 | $799,391 | 0.55% |
| 20 | iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | 20,183 | $775,228 | 0.53% |
| 21 | Vanguard Mid-Cap Index ETF | 922908629 | 2,870 | $742,346 | 0.51% |
| 22 | SPDR S&P 500 Index ETF | SPY | 1,326 | $741,751 | 0.51% |
| 23 | AbbVie | ABBV | 3,261 | $683,322 | 0.47% |
| 24 | iShares ESG Advanced MSCI USA ETF | 46436E767 | 13,648 | $636,944 | 0.44% |
| 25 | Johnson & Johnson | JNJ | 3,726 | $617,920 | 0.42% |
| 26 | Paychex | PAYX | 3,550 | $547,694 | 0.38% |
| 27 | iShares ESG Aware MSCI EAFE ETF | 46435G516 | 6,676 | $545,346 | 0.37% |
| 28 | Vanguard Total Stock Market ETF | 922908769 | 1,896 | $521,123 | 0.36% |
| 29 | Chevron | CVX | 2,862 | $478,757 | 0.33% |
| 30 | Moderna | MRNA | 14,874 | $462,879 | 0.32% |
| 31 | Broadcom | AVGO | 2,600 | $435,264 | 0.30% |
| 32 | Fidelity NASDAQ Composite Index ETF | 315912808 | 6,077 | $413,631 | 0.28% |
| 33 | iShares Core S&P Small-Cap Index ETF | 464287804 | 3,915 | $409,346 | 0.28% |
| 34 | Abbott Laboratories | ABLZF | 3,051 | $404,715 | 0.28% |
| 35 | The Walt Disney Company | 254687106 | 3,558 | $351,146 | 0.24% |
| 36 | UnitedHealth Group | UNH | 663 | $346,992 | 0.24% |
| 37 | Merck & Company | MRK | 3,604 | $323,495 | 0.22% |
| 38 | McDonald's | MCD | 1,029 | $321,477 | 0.22% |
| 39 | Alto Ingredients | ALTO | 266,662 | $303,995 | 0.21% |
| 40 | iShares MSCI USA ESG Select ETF | 464288802 | 2,611 | $299,939 | 0.21% |
| 41 | SPDR DoubleLine Total Return Tactical ETF | 78467V848 | 7,335 | $295,543 | 0.20% |
| 42 | SPDR MSCI EAFE Fossil Fuel Free ETF | 78470E106 | 6,730 | $289,137 | 0.20% |
| 43 | iShares S&P 500 Value ETF | 464287408 | 1,466 | $279,390 | 0.19% |
| 44 | Verizon Communications | VZ | 6,105 | $276,938 | 0.19% |
| 45 | Amazon.com | AMZN | 1,438 | $273,527 | 0.19% |
| 46 | PPL | PPLC | 7,485 | $270,283 | 0.19% |
| 47 | Coca-Cola | KO | 3,693 | $264,466 | 0.18% |
| 48 | PepsiCo | PEP | 1,737 | $260,446 | 0.18% |
| 49 | Alphabet Cl A | GOOG | 1,652 | $255,465 | 0.18% |
| 50 | ConocoPhillips | COP | 2,400 | $252,048 | 0.17% |
| 51 | iShares Core S&P Mid-Cap Index ETF | 464287507 | 4,091 | $238,710 | 0.16% |
| 52 | iShares S&P Mid-Cap 400 Growth ETF | 464287606 | 2,859 | $238,098 | 0.16% |
| 53 | iShares S&P Mid-Cap 400 Value ETF | 464287705 | 1,864 | $223,177 | 0.15% |
| 54 | Duke Energy | DUKB | 1,828 | $223,006 | 0.15% |
| 55 | McKesson | MCK | 300 | $201,897 | 0.14% |
| 56 | iShares Global Clean Energy ETF | 464288224 | 10,158 | $116,004 | 0.08% |
| 57 | Forian | FORA | 52,657 | $105,314 | 0.07% |