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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001801573

Aufman Associates Inc

SEWICKLEY, PA · File #028-19776

Latest AUM
$195.1M
Positions
67
Top-10 Concentration
85.1%
Filings
12

Sector Allocation

Technology
2.4%$4.7M
Healthcare
2.3%$4.5M
Materials
1.2%$2.3M
Energy
0.9%$1.8M
Real Estate
0.7%$1.5M
Consumer Staples
0.5%$975,272
Financials
0.1%$215,937
Industrials
0.1%$200,505

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard 500 Index ETF92290836360,528$38.0M19.84%
2Vanguard Small-Cap Index ETF922908751144,241$37.2M19.44%
3Vanguard Developed Markets Index ETF921943858515,427$32.2M16.83%
4Seagate Technology HoldingsSE65,559$18.1M9.44%
5Schwab Fundamental US Large Company Index ETF808524771574,608$15.6M8.17%
6Vanguard Mid-Cap Growth Index ETF92290853824,637$6.9M3.59%
7iShares Core S&P 500 Index ETF4642872007,702$5.3M2.76%
8Vanguard FTSE All-World ex US Index ETF92204277552,933$3.9M2.03%
9Berkshire Hathaway Cl BBRK-A6,778$3.4M1.78%
10Minerals TechnologiesMTX38,011$2.3M1.21%
11Alphabet Cl CGOOG7,038$2.2M1.15%
12AppleAAPL7,770$2.1M1.10%
13MicrosoftMSFT3,287$1.6M0.83%
14Crown CastleCCI16,379$1.5M0.76%
15ModernaMRNA43,200$1.3M0.67%
16Vanguard Total Int'l Stock Index ETF92190976814,665$1.1M0.58%
17Exxon MobilXOM9,035$1.1M0.57%
18Vanguard Growth Index ETF9229087362,112$1.0M0.54%
19iShares ESG Aware MSCI USA Small-Cap ETF46435U66322,260$1.0M0.53%
20iShares ESG Advanced MSCI USA ETF46436E76716,585$954,9590.50%