Q2 2025 · 13F-HR
Aufman Associates Incholdings as filed
Filed 2025-08-13 · accession 0001801573-25-000004
$162.2M
Reported value
64
Positions
2025-06-30
Period end
The Brief · Aufman Associates Inc · Q2 2025
AI · grounded in 13F
Aufman Associates Inc established a new position in Vanguard 500 Index ETF VOO with a purchase of $35.1M. The fund also added new positions in Vanguard Small-Cap Index ETF VB for $34.6M and Vanguard Developed Markets Index ETF VEA for $29.4M. Other new entries include Seagate Technology Holdings STX at $10.2M and Vanguard Mid-Cap Growth Index ETF VOT at $7.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | Vanguard 500 Index ETF | $35.1M | 21.7% | 61,870 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap Index ETF | $34.6M | 21.3% | 145,848 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets Index ETF | $29.4M | 18.1% | 515,423 | Common | NONE |
| G7997R103 | STX | Seagate Technology Holdings | $10.2M | 6.27% | 70,481 | Common | NONE |
| 922908538 | VOT | Vanguard Mid-Cap Growth Index ETF | $7.3M | 4.50% | 25,648 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 Index ETF | $4.8M | 2.97% | 7,749 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.5M | 2.18% | 52,586 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Cl B | $3.4M | 2.08% | 6,932 | Common | NONE |
| 808524771 | FNDX | Schwab Fundamental US Large Company Index ETF | $2.4M | 1.48% | 97,579 | Common | NONE |
| 603158106 | MTX | Minerals Technologies | $2.1M | 1.29% | 38,011 | Common | NONE |
| 037833100 | AAPL | Apple | $2.0M | 1.24% | 9,805 | Common | NONE |
| 22822V101 | CCI | Crown Castle | $1.8M | 1.12% | 17,709 | Common | NONE |
| 594918104 | MSFT | Microsoft | $1.7M | 1.03% | 3,353 | Common | NONE |
| 02079K107 | GOOG | Alphabet Cl C | $1.4M | 0.88% | 8,029 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $995,850 | 0.61% | 9,238 | Common | NONE |
| 921909768 | VXUS | Vanguard Total Int'l Stock Index ETF | $990,396 | 0.61% | 14,335 | Common | NONE |
| 500754106 | KHC | Kraft Heinz Co | $970,083 | 0.60% | 37,571 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Index ETF | $933,677 | 0.58% | 2,130 | Common | NONE |
| 714046109 | RVTY | Revvity | $903,268 | 0.56% | 9,339 | Common | NONE |
| 46435U663 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $821,279 | 0.51% | 19,871 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth Index ETF | $818,166 | 0.50% | 1,927 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Index ETF | $808,766 | 0.50% | 1,309 | Common | NONE |
| 922908629 | VO | Vanguard Mid-Cap Index ETF | $806,865 | 0.50% | 2,883 | Common | NONE |
| 46436E767 | USXF | iShares ESG Advanced MSCI USA ETF | $736,030 | 0.45% | 13,648 | Common | NONE |
| 11135F101 | AVGO | Broadcom | $683,784 | 0.42% | 2,481 | Common | NONE |
| 46435G516 | ESGD | iShares ESG Aware MSCI EAFE ETF | $606,866 | 0.37% | 6,802 | Common | NONE |
| 00287Y109 | ABBV | AbbVie | $605,405 | 0.37% | 3,262 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $576,280 | 0.36% | 1,896 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $568,383 | 0.35% | 3,721 | Common | NONE |
| 254687106 | DIS | The Walt Disney Company | $500,344 | 0.31% | 4,035 | Common | NONE |
| 315912808 | ONEQ | Fidelity NASDAQ Composite Index ETF | $486,768 | 0.30% | 6,077 | Common | NONE |
| 464287481 | IWP | iShares Russell Mid-Cap Growth Index ETF | $485,241 | 0.30% | 3,499 | Common | NONE |
| 704326107 | PAYX | Paychex | $458,781 | 0.28% | 3,154 | Common | NONE |
| 464287598 | IWD | iShares Russell 1000 Value Index ETF | $448,671 | 0.28% | 2,310 | Common | NONE |
| 60770K107 | MRNA | Moderna | $439,748 | 0.27% | 16,191 | Common | NONE |
| 464287804 | IJR | iShares Core S&P Small-Cap Index ETF | $428,706 | 0.26% | 3,923 | Common | NONE |
| 166764100 | CVX | Chevron | $421,271 | 0.26% | 2,942 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $414,967 | 0.26% | 3,051 | Common | NONE |
| 464288802 | SUSA | iShares ESG Optimized MSCI USA ETF | $331,432 | 0.20% | 2,615 | Common | NONE |
| 78470E106 | EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $323,977 | 0.20% | 6,841 | Common | NONE |
| 580135101 | MCD | McDonald's | $313,544 | 0.19% | 1,073 | Common | NONE |
| 023135106 | AMZN | Amazon.com | $312,554 | 0.19% | 1,425 | Common | NONE |
| 021513106 | ALTO | Alto Ingredients | $306,661 | 0.19% | 266,662 | Common | NONE |
| 78467V848 | TOTL | SPDR DoubleLine Total Return Tactical ETF | $293,235 | 0.18% | 7,311 | Common | NONE |
| 58933Y105 | MRK | Merck & Company | $293,209 | 0.18% | 3,704 | Common | NONE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $286,486 | 0.18% | 1,466 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Cl A | $284,788 | 0.18% | 1,616 | Common | NONE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $270,656 | 0.17% | 1,195 | Common | NONE |
| 191216100 | KO | Coca-Cola | $268,920 | 0.17% | 3,801 | Common | NONE |
| 464287465 | EFA | iShares MSCI EAFE ETF | $266,719 | 0.16% | 2,984 | Common | NONE |
| 464287606 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $260,112 | 0.16% | 2,859 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Mid-Cap Index ETF | $253,724 | 0.16% | 4,091 | Common | NONE |
| 69351T106 | PPL | PPL | $253,667 | 0.16% | 7,485 | Common | NONE |
| 92343V104 | VZ | Verizon Communications | $249,125 | 0.15% | 5,757 | Common | NONE |
| 464287630 | IWN | iShares Russell 2000 Value ETF | $236,640 | 0.15% | 1,500 | Common | NONE |
| 464287705 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $230,353 | 0.14% | 1,864 | Common | NONE |
| 713448108 | PEP | PepsiCo | $229,353 | 0.14% | 1,737 | Common | NONE |
| 58155Q103 | MCK | McKesson | $219,834 | 0.14% | 300 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $215,376 | 0.13% | 2,400 | Common | NONE |
| 459200101 | IBM | International Business Machines | $214,895 | 0.13% | 729 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group | $206,709 | 0.13% | 663 | Common | NONE |
| 46436E759 | DMXF | iShares ESG Advanced MSCI EAFE ETF | $203,106 | 0.13% | 2,728 | Common | NONE |
| 464288224 | ICLN | iShares Global Clean Energy ETF | $134,631 | 0.08% | 10,269 | Common | NONE |
| 34630N106 | FORA | Forian | $103,208 | 0.06% | 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.