Q1 2025 · 13F-HR
Aufman Associates Incholdings as filed
Filed 2025-05-14 · accession 0001801573-25-000002
$145.5M
Reported value
57
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908751 | VB | Vanguard Small-Cap Index ETF | $32.4M | 22.3% | 146,265 | Common | NONE |
| 922908363 | VOO | Vanguard 500 Index ETF | $32.1M | 22.0% | 62,391 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets Index ETF | $26.2M | 18.0% | 515,154 | Common | NONE |
| G7997R103 | STX | Seagate Technology Holdings | $7.1M | 4.88% | 83,599 | Common | NONE |
| 922908538 | VOT | Vanguard Mid-Cap Growth Index ETF | $6.3M | 4.32% | 25,706 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 Index ETF | $4.4M | 3.01% | 7,789 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Cl B | $3.8M | 2.64% | 7,204 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.2M | 2.21% | 52,962 | Common | NONE |
| 603158106 | MTX | Minerals Technologies | $2.4M | 1.62% | 37,004 | Common | NONE |
| 808524771 | FNDX | Schwab Fundamental US Large Company Index ETF | $2.3M | 1.56% | 96,175 | Common | NONE |
| 22822V101 | CCI | Crown Castle | $2.0M | 1.36% | 19,026 | Common | NONE |
| 037833100 | AAPL | Apple | $1.6M | 1.12% | 7,303 | Common | NONE |
| 02079K107 | GOOG | Alphabet Cl C | $1.2M | 0.84% | 7,827 | Common | NONE |
| 594918104 | MSFT | Microsoft | $1.2M | 0.81% | 3,134 | Common | NONE |
| 500754106 | KHC | Kraft Heinz Co | $1.1M | 0.79% | 37,571 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $1.1M | 0.75% | 9,135 | Common | NONE |
| 714046109 | RVTY | Revvity | $988,066 | 0.68% | 9,339 | Common | NONE |
| 921909768 | VXUS | Vanguard Total Int'l Stock Index ETF | $883,876 | 0.61% | 14,233 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Index ETF | $799,391 | 0.55% | 2,156 | Common | NONE |
| 46435U663 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $775,228 | 0.53% | 20,183 | Common | NONE |
| 922908629 | VO | Vanguard Mid-Cap Index ETF | $742,346 | 0.51% | 2,870 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Index ETF | $741,751 | 0.51% | 1,326 | Common | NONE |
| 00287Y109 | ABBV | AbbVie | $683,322 | 0.47% | 3,261 | Common | NONE |
| 46436E767 | USXF | iShares ESG Advanced MSCI USA ETF | $636,944 | 0.44% | 13,648 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $617,920 | 0.42% | 3,726 | Common | NONE |
| 704326107 | PAYX | Paychex | $547,694 | 0.38% | 3,550 | Common | NONE |
| 46435G516 | ESGD | iShares ESG Aware MSCI EAFE ETF | $545,346 | 0.37% | 6,676 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $521,123 | 0.36% | 1,896 | Common | NONE |
| 166764100 | CVX | Chevron | $478,757 | 0.33% | 2,862 | Common | NONE |
| 60770K107 | MRNA | Moderna | $462,879 | 0.32% | 14,874 | Common | NONE |
| 11135F101 | AVGO | Broadcom | $435,264 | 0.30% | 2,600 | Common | NONE |
| 315912808 | ONEQ | Fidelity NASDAQ Composite Index ETF | $413,631 | 0.28% | 6,077 | Common | NONE |
| 464287804 | IJR | iShares Core S&P Small-Cap Index ETF | $409,346 | 0.28% | 3,915 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $404,715 | 0.28% | 3,051 | Common | NONE |
| 254687106 | DIS | The Walt Disney Company | $351,146 | 0.24% | 3,558 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group | $346,992 | 0.24% | 663 | Common | NONE |
| 58933Y105 | MRK | Merck & Company | $323,495 | 0.22% | 3,604 | Common | NONE |
| 580135101 | MCD | McDonald's | $321,477 | 0.22% | 1,029 | Common | NONE |
| 021513106 | ALTO | Alto Ingredients | $303,995 | 0.21% | 266,662 | Common | NONE |
| 464288802 | SUSA | iShares MSCI USA ESG Select ETF | $299,939 | 0.21% | 2,611 | Common | NONE |
| 78467V848 | TOTL | SPDR DoubleLine Total Return Tactical ETF | $295,543 | 0.20% | 7,335 | Common | NONE |
| 78470E106 | EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $289,137 | 0.20% | 6,730 | Common | NONE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $279,390 | 0.19% | 1,466 | Common | NONE |
| 92343V104 | VZ | Verizon Communications | $276,938 | 0.19% | 6,105 | Common | NONE |
| 023135106 | AMZN | Amazon.com | $273,527 | 0.19% | 1,438 | Common | NONE |
| 69351T106 | PPL | PPL | $270,283 | 0.19% | 7,485 | Common | NONE |
| 191216100 | KO | Coca-Cola | $264,466 | 0.18% | 3,693 | Common | NONE |
| 713448108 | PEP | PepsiCo | $260,446 | 0.18% | 1,737 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Cl A | $255,465 | 0.18% | 1,652 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $252,048 | 0.17% | 2,400 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Mid-Cap Index ETF | $238,710 | 0.16% | 4,091 | Common | NONE |
| 464287606 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $238,098 | 0.16% | 2,859 | Common | NONE |
| 464287705 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $223,177 | 0.15% | 1,864 | Common | NONE |
| 26441C204 | DUK | Duke Energy | $223,006 | 0.15% | 1,828 | Common | NONE |
| 58155Q103 | MCK | McKesson | $201,897 | 0.14% | 300 | Common | NONE |
| 464288224 | ICLN | iShares Global Clean Energy ETF | $116,004 | 0.08% | 10,158 | Common | NONE |
| 34630N106 | FORA | Forian | $105,314 | 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.