Aufman Associates Inc
66 holdingsFiling period: 2026-03-31Current AUM: $227.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-Cap Index ETF | 142.8K | $37.4M | $42.1M | 18.54% | -1,469 | 2026-03-31 |
| 2 | VOO | Vanguard 500 Index ETF | 59.7K | $35.7M | $41.0M | 18.05% | -785 | 2026-03-31 |
| 3 | VEA | Vanguard Developed Markets Index ETF | 507.2K | $32.5M | $35.8M | 15.76% | -8,219 | 2026-03-31 |
| 4 | — | Seagate Technology Holdings | 65.5K | $25.7M | $25.7M | 11.29% | -52 | 2026-03-31 |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | 678.7K | $18.9M | $21.5M | 9.48% | +104.1K | 2026-03-31 |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | 24.7K | $6.3M | $7.3M | 3.21% | +40 | 2026-03-31 |
| 7 | IVV | iShares Core S&P 500 Index ETF | 7.6K | $5.0M | $5.7M | 2.52% | -76 | 2026-03-31 |
| 8 | VEU | Vanguard FTSE All-World ex US Index ETF | 52.2K | $3.9M | $4.3M | 1.90% | -685 | 2026-03-31 |
| 9 | BRK-B | Berkshire Hathaway Cl B | 6.8K | $3.2M | $3.2M | 1.43% | -- | 2026-03-31 |
| 10 | MRNA | Moderna | 57.0K | $2.7M | $3.0M | 1.31% | +13.8K | 2026-03-31 |
| 11 | MTX | Minerals Technologies | 38.0K | $2.7M | $2.9M | 1.27% | -- | 2026-03-31 |
| 12 | GOOG | Alphabet Cl C | 7.1K | $2.0M | $2.5M | 1.11% | +52 | 2026-03-31 |
| 13 | AAPL | Apple | 7.7K | $2.0M | $2.4M | 1.05% | -21 | 2026-03-31 |
| 14 | XOM | Exxon Mobil | 8.6K | $1.5M | $1.3M | 0.59% | -387 | 2026-03-31 |
| 15 | XOM | Exxon Mobil | 8.6K | $1.5M | $1.3M | 0.59% | -387 | 2026-03-31 |
| 16 | MSFT | Microsoft | 3.3K | $1.2M | $1.5M | 0.67% | +1 | 2026-03-31 |
| 17 | CCI | Crown Castle | 14.3K | $1.2M | $1.1M | 0.48% | -2,105 | 2026-03-31 |
| 18 | VXUS | Vanguard Total Int'l Stock Index ETF | 14.7K | $1.1M | $1.2M | 0.55% | +9 | 2026-03-31 |
| 19 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 22.1K | $1.0M | $1.2M | 0.52% | -197 | 2026-03-31 |
| 20 | USXF | iShares ESG Advanced MSCI USA ETF | 18.2K | $1.0M | $1.2M | 0.53% | +1.6K | 2026-03-31 |
| 21 | VUG | Vanguard Growth Index ETF | 1.9K | $850K | $995K | 0.44% | -165 | 2026-03-31 |
| 22 | VO | Vanguard Mid-Cap Index ETF | 2.9K | $834K | $940K | 0.41% | -1 | 2026-03-31 |
| 23 | IWF | iShares Russell 1000 Growth Index ETF | 1.9K | $821K | $911K | 0.40% | -- | 2026-03-31 |
| 24 | SPY | SPDR S&P 500 Index ETF | 1.2K | $796K | $914K | 0.40% | -31 | 2026-03-31 |
| 25 | JNJ | Johnson & Johnson | 3.2K | $782K | $820K | 0.36% | -191 | 2026-03-31 |
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