13F HOLDINGS REPORT
Aufman Associates Inc
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001801573-26-000001
Total Value
$195.1M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard 500 Index ETF | 922908363 | 60,528 | $38.0M | 19.45% |
| 2 | Vanguard Small-Cap Index ETF | 922908751 | 144,241 | $37.2M | 19.07% |
| 3 | Vanguard Developed Markets Index ETF | 921943858 | 515,427 | $32.2M | 16.50% |
| 4 | Seagate Technology Holdings | SE | 65,559 | $18.1M | 9.25% |
| 5 | Schwab Fundamental US Large Company Index ETF | 808524771 | 574,608 | $15.6M | 8.01% |
| 6 | Vanguard Mid-Cap Growth Index ETF | 922908538 | 24,637 | $6.9M | 3.52% |
| 7 | iShares Core S&P 500 Index ETF | 464287200 | 7,702 | $5.3M | 2.70% |
| 8 | Vanguard FTSE All-World ex US Index ETF | 922042775 | 52,933 | $3.9M | 2.00% |
| 9 | Berkshire Hathaway Cl B | BRK-A | 6,778 | $3.4M | 1.75% |
| 10 | Minerals Technologies | MTX | 38,011 | $2.3M | 1.19% |
| 11 | Alphabet Cl C | GOOG | 7,038 | $2.2M | 1.13% |
| 12 | Apple | AAPL | 7,770 | $2.1M | 1.08% |
| 13 | Microsoft | MSFT | 3,287 | $1.6M | 0.81% |
| 14 | Crown Castle | CCI | 16,379 | $1.5M | 0.75% |
| 15 | Moderna | MRNA | 43,200 | $1.3M | 0.65% |
| 16 | Vanguard Total Int'l Stock Index ETF | 921909768 | 14,665 | $1.1M | 0.57% |
| 17 | Exxon Mobil | XOM | 9,035 | $1.1M | 0.56% |
| 18 | Vanguard Growth Index ETF | 922908736 | 2,112 | $1.0M | 0.53% |
| 19 | iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | 22,260 | $1.0M | 0.52% |
| 20 | iShares ESG Advanced MSCI USA ETF | 46436E767 | 16,585 | $954,959 | 0.49% |
| 21 | iShares Russell 1000 Growth Index ETF | 464287614 | 1,927 | $912,049 | 0.47% |
| 22 | SPDR S&P 500 Index ETF | SPY | 1,255 | $855,810 | 0.44% |
| 23 | Vanguard Mid-Cap Index ETF | 922908629 | 2,906 | $843,504 | 0.43% |
| 24 | Revvity | RVTY | 8,260 | $799,155 | 0.41% |
| 25 | AbbVie | ABBV | 3,262 | $745,226 | 0.38% |
| 26 | Johnson & Johnson | JNJ | 3,394 | $702,388 | 0.36% |
| 27 | iShares ESG Aware MSCI EAFE ETF | 46435G516 | 6,911 | $657,130 | 0.34% |
| 28 | Broadcom | AVGO | 1,882 | $651,447 | 0.33% |
| 29 | Vanguard Total Stock Market ETF | 922908769 | 1,903 | $638,021 | 0.33% |
| 30 | iShares Russell 1000 Value Index ETF | 464287598 | 2,310 | $485,885 | 0.25% |
| 31 | iShares Russell Mid-Cap Growth Index ETF | 464287481 | 3,499 | $479,153 | 0.25% |
| 32 | iShares Core S&P Small-Cap Index ETF | 464287804 | 3,941 | $473,671 | 0.24% |
| 33 | Chevron | CVX | 2,987 | $455,208 | 0.23% |
| 34 | Fidelity NASDAQ Composite Index ETF | 315912808 | 4,969 | $454,167 | 0.23% |
| 35 | The Walt Disney Company | 254687106 | 3,990 | $453,935 | 0.23% |
| 36 | Kraft Heinz Co | KHC | 18,621 | $451,559 | 0.23% |
| 37 | Alphabet Cl A | GOOG | 1,364 | $426,932 | 0.22% |
| 38 | Merck & Company | MRK | 3,704 | $389,883 | 0.20% |
| 39 | Abbott Laboratories | ABLZF | 3,051 | $382,260 | 0.20% |
| 40 | iShares ESG Optimized MSCI USA ETF | 464288802 | 2,581 | $359,647 | 0.18% |
| 41 | Paychex | PAYX | 3,154 | $353,816 | 0.18% |
| 42 | SPDR MSCI EAFE Fossil Fuel Free ETF | 78470E106 | 6,967 | $351,585 | 0.18% |
| 43 | Amazon.com | AMZN | 1,385 | $319,605 | 0.16% |
| 44 | Taiwan Semiconductor Mfg ADR | 874039100 | 1,030 | $313,007 | 0.16% |
| 45 | SPDR DoubleLine Total Return Tactical ETF | 78467V848 | 7,725 | $310,917 | 0.16% |
| 46 | iShares S&P 500 Value ETF | 464287408 | 1,466 | $310,895 | 0.16% |
| 47 | iShares MSCI EAFE ETF | 464287465 | 2,984 | $286,531 | 0.15% |
| 48 | iShares S&P Mid-Cap 400 Growth ETF | 464287606 | 2,859 | $276,980 | 0.14% |
| 49 | iShares Russell 2000 Value ETF | 464287630 | 1,500 | $271,815 | 0.14% |
| 50 | iShares Core S&P Mid-Cap Index ETF | 464287507 | 4,091 | $270,006 | 0.14% |
| 51 | Coca-Cola | KO | 3,802 | $265,808 | 0.14% |
| 52 | PPL | PPLC | 7,485 | $262,125 | 0.13% |
| 53 | PepsiCo | PEP | 1,797 | $257,905 | 0.13% |
| 54 | McDonald's | MCD | 829 | $253,415 | 0.13% |
| 55 | Vanguard Short-Term Bond ETF | 921937827 | 3,215 | $253,360 | 0.13% |
| 56 | McKesson | MCK | 300 | $246,087 | 0.13% |
| 57 | iShares S&P Mid-Cap 400 Value ETF | 464287705 | 1,864 | $245,284 | 0.13% |
| 58 | ConocoPhillips | COP | 2,400 | $224,664 | 0.12% |
| 59 | Marriott International | 571903202 | 702 | $217,699 | 0.11% |
| 60 | International Business Machines | INTR | 729 | $215,937 | 0.11% |
| 61 | UnitedHealth Group | UNH | 652 | $215,232 | 0.11% |
| 62 | Verizon Communications | VZ | 5,242 | $213,494 | 0.11% |
| 63 | Fidelity Enhanced Large Cap Value ETF | 31609A107 | 6,133 | $212,570 | 0.11% |
| 64 | iShares ESG Advanced MSCI EAFE ETF | 46436E759 | 2,819 | $211,899 | 0.11% |
| 65 | Caterpillar | CAT | 350 | $200,505 | 0.10% |
| 66 | iShares Global Clean Energy ETF | 464288224 | 10,269 | $168,725 | 0.09% |
| 67 | Forian | FORA | 52,657 | $111,633 | 0.06% |