13F HOLDINGS REPORT

Aufman Associates Inc

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001801573-25-000004

Total Value

$162.2M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (64)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Vanguard 500 Index ETF	922908363	61,870	$35.1M	21.67%
2	Vanguard Small-Cap Index ETF	922908751	145,848	$34.6M	21.31%
3	Vanguard Developed Markets Index ETF	921943858	515,423	$29.4M	18.12%
4	Seagate Technology Holdings	SE	70,481	$10.2M	6.27%
5	Vanguard Mid-Cap Growth Index ETF	922908538	25,648	$7.3M	4.50%
6	iShares Core S&P 500 Index ETF	464287200	7,749	$4.8M	2.97%
7	Vanguard FTSE All-World ex US Index ETF	922042775	52,586	$3.5M	2.18%
8	Berkshire Hathaway Cl B	BRK-A	6,932	$3.4M	2.08%
9	Schwab Fundamental US Large Company Index ETF	808524771	97,579	$2.4M	1.48%
10	Minerals Technologies	MTX	38,011	$2.1M	1.29%
11	Apple	AAPL	9,805	$2.0M	1.24%
12	Crown Castle	CCI	17,709	$1.8M	1.12%
13	Microsoft	MSFT	3,353	$1.7M	1.03%
14	Alphabet Cl C	GOOG	8,029	$1.4M	0.88%
15	Exxon Mobil	XOM	9,238	$995,850	0.61%
16	Vanguard Total Int'l Stock Index ETF	921909768	14,335	$990,396	0.61%
17	Kraft Heinz Co	KHC	37,571	$970,083	0.60%
18	Vanguard Growth Index ETF	922908736	2,130	$933,677	0.58%
19	Revvity	RVTY	9,339	$903,268	0.56%
20	iShares ESG Aware MSCI USA Small-Cap ETF	46435U663	19,871	$821,279	0.51%
21	iShares Russell 1000 Growth Index ETF	464287614	1,927	$818,166	0.50%
22	SPDR S&P 500 Index ETF	SPY	1,309	$808,766	0.50%
23	Vanguard Mid-Cap Index ETF	922908629	2,883	$806,865	0.50%
24	iShares ESG Advanced MSCI USA ETF	46436E767	13,648	$736,030	0.45%
25	Broadcom	AVGO	2,481	$683,784	0.42%
26	iShares ESG Aware MSCI EAFE ETF	46435G516	6,802	$606,866	0.37%
27	AbbVie	ABBV	3,262	$605,405	0.37%
28	Vanguard Total Stock Market ETF	922908769	1,896	$576,280	0.36%
29	Johnson & Johnson	JNJ	3,721	$568,383	0.35%
30	The Walt Disney Company	254687106	4,035	$500,344	0.31%
31	Fidelity NASDAQ Composite Index ETF	315912808	6,077	$486,768	0.30%
32	iShares Russell Mid-Cap Growth Index ETF	464287481	3,499	$485,241	0.30%
33	Paychex	PAYX	3,154	$458,781	0.28%
34	iShares Russell 1000 Value Index ETF	464287598	2,310	$448,671	0.28%
35	Moderna	MRNA	16,191	$439,748	0.27%
36	iShares Core S&P Small-Cap Index ETF	464287804	3,923	$428,706	0.26%
37	Chevron	CVX	2,942	$421,271	0.26%
38	Abbott Laboratories	ABLZF	3,051	$414,967	0.26%
39	iShares ESG Optimized MSCI USA ETF	464288802	2,615	$331,432	0.20%
40	SPDR MSCI EAFE Fossil Fuel Free ETF	78470E106	6,841	$323,977	0.20%
41	McDonald's	MCD	1,073	$313,544	0.19%
42	Amazon.com	AMZN	1,425	$312,554	0.19%
43	Alto Ingredients	ALTO	266,662	$306,661	0.19%
44	SPDR DoubleLine Total Return Tactical ETF	78467V848	7,311	$293,235	0.18%
45	Merck & Company	MRK	3,704	$293,209	0.18%
46	iShares S&P 500 Value ETF	464287408	1,466	$286,486	0.18%
47	Alphabet Cl A	GOOG	1,616	$284,788	0.18%
48	Taiwan Semiconductor Mfg ADR	874039100	1,195	$270,656	0.17%
49	Coca-Cola	KO	3,801	$268,920	0.17%
50	iShares MSCI EAFE ETF	464287465	2,984	$266,719	0.16%
51	iShares S&P Mid-Cap 400 Growth ETF	464287606	2,859	$260,112	0.16%
52	iShares Core S&P Mid-Cap Index ETF	464287507	4,091	$253,724	0.16%
53	PPL	PPLC	7,485	$253,667	0.16%
54	Verizon Communications	VZ	5,757	$249,125	0.15%
55	iShares Russell 2000 Value ETF	464287630	1,500	$236,640	0.15%
56	iShares S&P Mid-Cap 400 Value ETF	464287705	1,864	$230,353	0.14%
57	PepsiCo	PEP	1,737	$229,353	0.14%
58	McKesson	MCK	300	$219,834	0.14%
59	ConocoPhillips	COP	2,400	$215,376	0.13%
60	International Business Machines	INTR	729	$214,895	0.13%
61	UnitedHealth Group	UNH	663	$206,709	0.13%
62	iShares ESG Advanced MSCI EAFE ETF	46436E759	2,728	$203,106	0.13%
63	iShares Global Clean Energy ETF	464288224	10,269	$134,631	0.08%
64	Forian	FORA	52,657	$103,208	0.06%