13F HOLDINGS REPORT
Aufman Associates Inc
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001801573-25-000007
Total Value
$177.7M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard 500 Index ETF | 922908363 | 61,217 | $37.5M | 21.10% |
| 2 | Vanguard Small-Cap Index ETF | 922908751 | 144,456 | $36.7M | 20.67% |
| 3 | Vanguard Developed Markets Index ETF | 921943858 | 515,335 | $30.9M | 17.38% |
| 4 | Seagate Technology Holdings | SE | 70,392 | $16.6M | 9.35% |
| 5 | Vanguard Mid-Cap Growth Index ETF | 922908538 | 24,822 | $7.3M | 4.10% |
| 6 | iShares Core S&P 500 Index ETF | 464287200 | 7,767 | $5.2M | 2.93% |
| 7 | Vanguard FTSE All-World ex US Index ETF | 922042775 | 52,086 | $3.7M | 2.09% |
| 8 | Berkshire Hathaway Cl B | BRK-A | 6,808 | $3.4M | 1.93% |
| 9 | Schwab Fundamental US Large Company Index ETF | 808524771 | 97,525 | $2.6M | 1.44% |
| 10 | Minerals Technologies | MTX | 38,011 | $2.4M | 1.33% |
| 11 | Apple | AAPL | 8,424 | $2.1M | 1.21% |
| 12 | Alphabet Cl C | GOOG | 7,665 | $1.9M | 1.05% |
| 13 | Microsoft | MSFT | 3,304 | $1.7M | 0.96% |
| 14 | Crown Castle | CCI | 16,379 | $1.6M | 0.89% |
| 15 | Vanguard Total Int'l Stock Index ETF | 921909768 | 14,405 | $1.1M | 0.60% |
| 16 | Exxon Mobil | XOM | 9,033 | $1.0M | 0.57% |
| 17 | Vanguard Growth Index ETF | 922908736 | 2,048 | $982,432 | 0.55% |
| 18 | Kraft Heinz Co | KHC | 37,571 | $978,349 | 0.55% |
| 19 | iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | 21,024 | $947,782 | 0.53% |
| 20 | iShares Russell 1000 Growth Index ETF | 464287614 | 1,927 | $902,626 | 0.51% |
| 21 | iShares ESG Advanced MSCI USA ETF | 46436E767 | 15,656 | $897,262 | 0.51% |
| 22 | Vanguard Mid-Cap Index ETF | 922908629 | 2,894 | $850,190 | 0.48% |
| 23 | SPDR S&P 500 Index ETF | SPY | 1,275 | $849,380 | 0.48% |
| 24 | Revvity | RVTY | 9,339 | $818,563 | 0.46% |
| 25 | AbbVie | ABBV | 3,262 | $755,174 | 0.43% |
| 26 | Johnson & Johnson | JNJ | 3,726 | $690,875 | 0.39% |
| 27 | iShares ESG Aware MSCI EAFE ETF | 46435G516 | 6,802 | $632,441 | 0.36% |
| 28 | Vanguard Total Stock Market ETF | 922908769 | 1,896 | $622,141 | 0.35% |
| 29 | Broadcom | AVGO | 1,881 | $620,700 | 0.35% |
| 30 | Fidelity NASDAQ Composite Index ETF | 315912808 | 6,077 | $541,643 | 0.30% |
| 31 | iShares Russell Mid-Cap Growth Index ETF | 464287481 | 3,499 | $498,293 | 0.28% |
| 32 | iShares Russell 1000 Value Index ETF | 464287598 | 2,310 | $470,293 | 0.26% |
| 33 | iShares Core S&P Small-Cap Index ETF | 464287804 | 3,931 | $467,109 | 0.26% |
| 34 | Chevron | CVX | 2,963 | $460,103 | 0.26% |
| 35 | The Walt Disney Company | 254687106 | 4,015 | $459,710 | 0.26% |
| 36 | Moderna | MRNA | 17,509 | $452,257 | 0.25% |
| 37 | Abbott Laboratories | ABLZF | 3,051 | $408,651 | 0.23% |
| 38 | Paychex | PAYX | 3,154 | $399,801 | 0.23% |
| 39 | Alphabet Cl A | GOOG | 1,557 | $378,507 | 0.21% |
| 40 | iShares ESG Optimized MSCI USA ETF | 464288802 | 2,589 | $351,181 | 0.20% |
| 41 | SPDR MSCI EAFE Fossil Fuel Free ETF | 78470E106 | 6,841 | $337,347 | 0.19% |
| 42 | Taiwan Semiconductor Mfg ADR | 874039100 | 1,195 | $333,752 | 0.19% |
| 43 | McDonald's | MCD | 1,073 | $326,121 | 0.18% |
| 44 | Merck & Company | MRK | 3,733 | $313,311 | 0.18% |
| 45 | Amazon.com | AMZN | 1,403 | $307,980 | 0.17% |
| 46 | SPDR DoubleLine Total Return Tactical ETF | 78467V848 | 7,471 | $303,095 | 0.17% |
| 47 | iShares S&P 500 Value ETF | 464287408 | 1,466 | $302,744 | 0.17% |
| 48 | iShares MSCI EAFE ETF | 464287465 | 2,984 | $278,594 | 0.16% |
| 49 | PPL | PPLC | 7,485 | $278,143 | 0.16% |
| 50 | iShares S&P Mid-Cap 400 Growth ETF | 464287606 | 2,859 | $274,150 | 0.15% |
| 51 | iShares Core S&P Mid-Cap Index ETF | 464287507 | 4,091 | $266,979 | 0.15% |
| 52 | iShares Russell 2000 Value ETF | 464287630 | 1,500 | $265,215 | 0.15% |
| 53 | PepsiCo | PEP | 1,797 | $252,371 | 0.14% |
| 54 | Coca-Cola | KO | 3,801 | $252,106 | 0.14% |
| 55 | iShares S&P Mid-Cap 400 Value ETF | 464287705 | 1,864 | $241,798 | 0.14% |
| 56 | Oracle | ORCL-PD | 838 | $235,679 | 0.13% |
| 57 | McKesson | MCK | 300 | $231,762 | 0.13% |
| 58 | Verizon Communications | VZ | 5,242 | $230,367 | 0.13% |
| 59 | ConocoPhillips | COP | 2,400 | $227,016 | 0.13% |
| 60 | UnitedHealth Group | UNH | 652 | $225,136 | 0.13% |
| 61 | iShares ESG Advanced MSCI EAFE ETF | 46436E759 | 2,728 | $206,653 | 0.12% |
| 62 | iShares 0-3 Month Treasury Bond ETF | 46436E718 | 2,043 | $205,770 | 0.12% |
| 63 | International Business Machines | INTR | 729 | $205,695 | 0.12% |
| 64 | Fidelity Enhanced Large Cap Value ETF | 31609A107 | 6,133 | $205,639 | 0.12% |
| 65 | iShares Global Clean Energy ETF | 464288224 | 10,269 | $158,969 | 0.09% |
| 66 | Forian | FORA | 52,657 | $118,478 | 0.07% |