Q3 2025 · 13F-HR
Aufman Associates Incholdings as filed
Filed 2025-11-12 · accession 0001801573-25-000007
$177.7M
Reported value
66
Positions
2025-09-30
Period end
The Brief · Aufman Associates Inc · Q3 2025
AI · grounded in 13F
Aufman Associates Inc established a new position in Vanguard 500 Index ETF VOO with a purchase of $37.5M. The fund also added new positions in Vanguard Small-Cap Index ETF VB for $36.7M and Vanguard Developed Markets Index ETF VEA for $30.9M. Other new entries include Seagate Technology Holdings STX at $16.6M 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 | $37.5M | 21.1% | 61,217 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap Index ETF | $36.7M | 20.7% | 144,456 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets Index ETF | $30.9M | 17.4% | 515,335 | Common | NONE |
| G7997R103 | STX | Seagate Technology Holdings | $16.6M | 9.35% | 70,392 | Common | NONE |
| 922908538 | VOT | Vanguard Mid-Cap Growth Index ETF | $7.3M | 4.10% | 24,822 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 Index ETF | $5.2M | 2.93% | 7,767 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.7M | 2.09% | 52,086 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Cl B | $3.4M | 1.93% | 6,808 | Common | NONE |
| 808524771 | FNDX | Schwab Fundamental US Large Company Index ETF | $2.6M | 1.44% | 97,525 | Common | NONE |
| 603158106 | MTX | Minerals Technologies | $2.4M | 1.33% | 38,011 | Common | NONE |
| 037833100 | AAPL | Apple | $2.1M | 1.21% | 8,424 | Common | NONE |
| 02079K107 | GOOG | Alphabet Cl C | $1.9M | 1.05% | 7,665 | Common | NONE |
| 594918104 | MSFT | Microsoft | $1.7M | 0.96% | 3,304 | Common | NONE |
| 22822V101 | CCI | Crown Castle | $1.6M | 0.89% | 16,379 | Common | NONE |
| 921909768 | VXUS | Vanguard Total Int'l Stock Index ETF | $1.1M | 0.60% | 14,405 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $1.0M | 0.57% | 9,033 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Index ETF | $982,432 | 0.55% | 2,048 | Common | NONE |
| 500754106 | KHC | Kraft Heinz Co | $978,349 | 0.55% | 37,571 | Common | NONE |
| 46435U663 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $947,782 | 0.53% | 21,024 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth Index ETF | $902,626 | 0.51% | 1,927 | Common | NONE |
| 46436E767 | USXF | iShares ESG Advanced MSCI USA ETF | $897,262 | 0.51% | 15,656 | Common | NONE |
| 922908629 | VO | Vanguard Mid-Cap Index ETF | $850,190 | 0.48% | 2,894 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Index ETF | $849,380 | 0.48% | 1,275 | Common | NONE |
| 714046109 | RVTY | Revvity | $818,563 | 0.46% | 9,339 | Common | NONE |
| 00287Y109 | ABBV | AbbVie | $755,174 | 0.43% | 3,262 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $690,875 | 0.39% | 3,726 | Common | NONE |
| 46435G516 | ESGD | iShares ESG Aware MSCI EAFE ETF | $632,441 | 0.36% | 6,802 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $622,141 | 0.35% | 1,896 | Common | NONE |
| 11135F101 | AVGO | Broadcom | $620,700 | 0.35% | 1,881 | Common | NONE |
| 315912808 | ONEQ | Fidelity NASDAQ Composite Index ETF | $541,643 | 0.30% | 6,077 | Common | NONE |
| 464287481 | IWP | iShares Russell Mid-Cap Growth Index ETF | $498,293 | 0.28% | 3,499 | Common | NONE |
| 464287598 | IWD | iShares Russell 1000 Value Index ETF | $470,293 | 0.26% | 2,310 | Common | NONE |
| 464287804 | IJR | iShares Core S&P Small-Cap Index ETF | $467,109 | 0.26% | 3,931 | Common | NONE |
| 166764100 | CVX | Chevron | $460,103 | 0.26% | 2,963 | Common | NONE |
| 254687106 | DIS | The Walt Disney Company | $459,710 | 0.26% | 4,015 | Common | NONE |
| 60770K107 | MRNA | Moderna | $452,257 | 0.25% | 17,509 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $408,651 | 0.23% | 3,051 | Common | NONE |
| 704326107 | PAYX | Paychex | $399,801 | 0.23% | 3,154 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Cl A | $378,507 | 0.21% | 1,557 | Common | NONE |
| 464288802 | SUSA | iShares ESG Optimized MSCI USA ETF | $351,181 | 0.20% | 2,589 | Common | NONE |
| 78470E106 | EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $337,347 | 0.19% | 6,841 | Common | NONE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $333,752 | 0.19% | 1,195 | Common | NONE |
| 580135101 | MCD | McDonald's | $326,121 | 0.18% | 1,073 | Common | NONE |
| 58933Y105 | MRK | Merck & Company | $313,311 | 0.18% | 3,733 | Common | NONE |
| 023135106 | AMZN | Amazon.com | $307,980 | 0.17% | 1,403 | Common | NONE |
| 78467V848 | TOTL | SPDR DoubleLine Total Return Tactical ETF | $303,095 | 0.17% | 7,471 | Common | NONE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $302,744 | 0.17% | 1,466 | Common | NONE |
| 464287465 | EFA | iShares MSCI EAFE ETF | $278,594 | 0.16% | 2,984 | Common | NONE |
| 69351T106 | PPL | PPL | $278,143 | 0.16% | 7,485 | Common | NONE |
| 464287606 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $274,150 | 0.15% | 2,859 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Mid-Cap Index ETF | $266,979 | 0.15% | 4,091 | Common | NONE |
| 464287630 | IWN | iShares Russell 2000 Value ETF | $265,215 | 0.15% | 1,500 | Common | NONE |
| 713448108 | PEP | PepsiCo | $252,371 | 0.14% | 1,797 | Common | NONE |
| 191216100 | KO | Coca-Cola | $252,106 | 0.14% | 3,801 | Common | NONE |
| 464287705 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $241,798 | 0.14% | 1,864 | Common | NONE |
| 68389X105 | ORCL | Oracle | $235,679 | 0.13% | 838 | Common | NONE |
| 58155Q103 | MCK | McKesson | $231,762 | 0.13% | 300 | Common | NONE |
| 92343V104 | VZ | Verizon Communications | $230,367 | 0.13% | 5,242 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $227,016 | 0.13% | 2,400 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group | $225,136 | 0.13% | 652 | Common | NONE |
| 46436E759 | DMXF | iShares ESG Advanced MSCI EAFE ETF | $206,653 | 0.12% | 2,728 | Common | NONE |
| 46436E718 | SGOV | iShares 0-3 Month Treasury Bond ETF | $205,770 | 0.12% | 2,043 | Common | NONE |
| 459200101 | IBM | International Business Machines | $205,695 | 0.12% | 729 | Common | NONE |
| 31609A107 | FELV | Fidelity Enhanced Large Cap Value ETF | $205,639 | 0.12% | 6,133 | Common | NONE |
| 464288224 | ICLN | iShares Global Clean Energy ETF | $158,969 | 0.09% | 10,269 | Common | NONE |
| 34630N106 | FORA | Forian | $118,478 | 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.