Aufman Associates Inc
68 holdingsFiling period: 2026-06-30Current AUM: $260.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Holdings | 50.6K | $48.8M | $48.8M | 18.75% | -14,895 | 2026-06-30 |
| 2 | VB | Vanguard Small-Cap Index ETF | 141.1K | $42.8M | $40.7M | 15.63% | -1,710 | 2026-06-30 |
| 3 | VOO | Vanguard S&P 500 Index ETF | 59.6K | $41.0M | $41.9M | 16.08% | -107 | 2026-06-30 |
| 4 | VEA | Vanguard Developed Markets Index ETF | 493.3K | $35.1M | $34.2M | 13.12% | -13,876 | 2026-06-30 |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | 699.0K | $21.7M | $22.9M | 8.80% | +20.3K | 2026-06-30 |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | 24.4K | $7.5M | $7.1M | 2.71% | -248 | 2026-06-30 |
| 7 | IVV | iShares Core S&P 500 Index ETF | 7.7K | $5.7M | $5.9M | 2.26% | +40 | 2026-06-30 |
| 8 | MRNA | Moderna | 65.7K | $4.6M | $13.2M | 5.08% | +8.7K | 2026-06-30 |
| 9 | VEU | Vanguard FTSE All-World ex US Index ETF | 51.4K | $4.3M | $4.2M | 1.60% | -820 | 2026-06-30 |
| 10 | GOOG | Alphabet Cl C | 9.8K | $3.5M | $3.2M | 1.21% | +2.7K | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathaway Cl B | 6.2K | $3.1M | $3.1M | 1.18% | -620 | 2026-06-30 |
| 12 | MTX | Minerals Technologies | 36.0K | $2.7M | $2.3M | 0.89% | -2,000 | 2026-06-30 |
| 13 | AAPL | Apple | 7.4K | $2.1M | $2.6M | 0.98% | -395 | 2026-06-30 |
| 14 | VXUS | Vanguard Total Int'l Stock Index ETF | 15.3K | $1.3M | $1.3M | 0.49% | +624 | 2026-06-30 |
| 15 | USXF | iShares ESG Advanced MSCI USA ETF | 18.2K | $1.3M | $1.2M | 0.46% | +29 | 2026-06-30 |
| 16 | MSFT | Microsoft | 3.3K | $1.2M | $1.7M | 0.66% | -1 | 2026-06-30 |
| 17 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 21.9K | $1.2M | $1.2M | 0.44% | -154 | 2026-06-30 |
| 18 | XOM | ExxonMobil Holdings | 7.6K | $1.0M | $1.3M | 0.52% | -- | 2026-06-30 |
| 19 | XOM | ExxonMobil Holdings | 7.6K | $1.0M | $1.3M | 0.52% | -- | 2026-06-30 |
| 20 | IWF | iShares Russell 1000 Growth Index ETF | 7.7K | $957K | $926K | 0.36% | +5.8K | 2026-06-30 |
| 21 | VO | Vanguard Mid-Cap Index ETF | 11.6K | $936K | $944K | 0.36% | +8.7K | 2026-06-30 |
| 22 | CCI | Crown Castle | 12.3K | $929K | $967K | 0.37% | -2,000 | 2026-06-30 |
| 23 | SPY | SPDR S&P 500 Index ETF | 1.2K | $910K | $931K | 0.36% | -5 | 2026-06-30 |
| 24 | VUG | Vanguard Growth Index ETF | 10.3K | $886K | $897K | 0.34% | +8.3K | 2026-06-30 |
| 25 | RVTY | Revvity | 7.4K | $820K | $1.2M | 0.45% | -888 | 2026-06-30 |
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