Q4 2024 · 13F-HR
Aufman Associates Incholdings as filed
Filed 2025-02-12 · accession 0001801573-25-000001
$148.1M
Reported value
59
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908751 | VB | Vanguard Small-Cap Index ETF | $35.3M | 23.8% | 146,997 | Common | NONE |
| 922908363 | VOO | Vanguard 500 Index ETF | $34.7M | 23.4% | 64,340 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets Index ETF | $23.6M | 15.9% | 493,253 | Common | NONE |
| G7997R103 | STX | Seagate Technology Holdings | $7.3M | 4.90% | 84,126 | Common | NONE |
| 922908538 | VOT | Vanguard Mid-Cap Growth Index ETF | $6.7M | 4.50% | 26,273 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 Index ETF | $4.6M | 3.10% | 7,809 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Cl B | $3.4M | 2.28% | 7,448 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.1M | 2.07% | 53,293 | Common | NONE |
| 603158106 | MTX | Minerals Technologies | $2.7M | 1.85% | 35,997 | Common | NONE |
| 037833100 | AAPL | Apple | $1.8M | 1.22% | 7,208 | Common | NONE |
| 22822V101 | CCI | Crown Castle | $1.7M | 1.13% | 18,450 | Common | NONE |
| 02079K107 | GOOG | Alphabet Cl C | $1.6M | 1.05% | 8,180 | Common | NONE |
| 594918104 | MSFT | Microsoft | $1.3M | 0.90% | 3,157 | Common | NONE |
| 500754106 | KHC | Kraft Heinz Co | $1.2M | 0.78% | 37,571 | Common | NONE |
| 714046109 | RVTY | Revvity | $1.0M | 0.70% | 9,339 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $982,404 | 0.66% | 9,133 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Index ETF | $893,715 | 0.60% | 2,177 | Common | NONE |
| 46435U663 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $846,459 | 0.57% | 20,130 | Common | NONE |
| 921909768 | VXUS | Vanguard Total Int'l Stock Index ETF | $836,406 | 0.56% | 14,193 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Index ETF | $794,138 | 0.54% | 1,355 | Common | NONE |
| 922908629 | VO | Vanguard Mid-Cap Index ETF | $754,713 | 0.51% | 2,857 | Common | NONE |
| 46436E767 | USXF | iShares ESG Advanced MSCI USA ETF | $677,097 | 0.46% | 13,618 | Common | NONE |
| 11135F101 | AVGO | Broadcom | $641,753 | 0.43% | 2,768 | Common | NONE |
| 00287Y109 | ABBV | AbbVie | $591,958 | 0.40% | 3,331 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $590,597 | 0.40% | 2,038 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $538,854 | 0.36% | 3,726 | Common | NONE |
| 46435G516 | ESGD | iShares ESG Aware MSCI EAFE ETF | $508,295 | 0.34% | 6,676 | Common | NONE |
| 704326107 | PAYX | Paychex | $497,781 | 0.34% | 3,550 | Common | NONE |
| 315912808 | ONEQ | Fidelity NASDAQ Composite Index ETF | $462,217 | 0.31% | 6,077 | Common | NONE |
| 60770K107 | MRNA | Moderna | $460,124 | 0.31% | 11,066 | Common | NONE |
| 464287804 | IJR | iShares Core S&P Small-Cap Index ETF | $450,254 | 0.30% | 3,908 | Common | NONE |
| 021513106 | ALTO | Alto Ingredients | $415,993 | 0.28% | 266,662 | Common | NONE |
| 166764100 | CVX | Chevron | $408,918 | 0.28% | 2,823 | Common | NONE |
| 254687106 | DIS | The Walt Disney Company | $396,122 | 0.27% | 3,557 | Common | NONE |
| 58933Y105 | MRK | Merck & Company | $358,526 | 0.24% | 3,604 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $345,099 | 0.23% | 3,051 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group | $335,117 | 0.23% | 662 | Common | NONE |
| 464288802 | SUSA | iShares MSCI USA ESG Select ETF | $316,694 | 0.21% | 2,605 | Common | NONE |
| 023135106 | AMZN | Amazon.com | $314,748 | 0.21% | 1,435 | Common | NONE |
| 808524771 | FNDX | Schwab Fundamental US Large Company Index ETF | $312,892 | 0.21% | 13,213 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Cl A | $312,724 | 0.21% | 1,652 | Common | NONE |
| 580135101 | MCD | McDonald's | $298,342 | 0.20% | 1,029 | Common | NONE |
| 78467V848 | TOTL | SPDR DoubleLine Total Return Tactical ETF | $286,703 | 0.19% | 7,279 | Common | NONE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $279,830 | 0.19% | 1,466 | Common | NONE |
| 78470E106 | EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $267,935 | 0.18% | 6,730 | Common | NONE |
| 713448108 | PEP | PepsiCo | $264,128 | 0.18% | 1,737 | Common | NONE |
| 92343V104 | VZ | Verizon Communications | $260,864 | 0.18% | 6,523 | Common | NONE |
| 464287606 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $259,969 | 0.18% | 2,859 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Mid-Cap Index ETF | $254,910 | 0.17% | 4,091 | Common | NONE |
| 191216100 | KO | Coca-Cola | $248,581 | 0.17% | 3,993 | Common | NONE |
| 69351T106 | PPL | PPL | $242,963 | 0.16% | 7,485 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $238,008 | 0.16% | 2,400 | Common | NONE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $236,001 | 0.16% | 1,195 | Common | NONE |
| 464287705 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $232,925 | 0.16% | 1,864 | Common | NONE |
| 46625H100 | JPM | JPMorgan Chase | $232,842 | 0.16% | 971 | Common | NONE |
| 464287309 | IVW | iShares S&P 500 Growth Index ETF | $210,675 | 0.14% | 2,075 | Common | NONE |
| 742718109 | PG | Procter & Gamble | $206,453 | 0.14% | 1,231 | Common | NONE |
| 464288224 | ICLN | iShares Global Clean Energy ETF | $115,598 | 0.08% | 10,158 | Common | NONE |
| 34630N106 | FORA | Forian | $108,473 | 0.07% | 52,657 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.