Aufman Associates Inc
Holdings as of 2026-06-30, filed 2026-08-12
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 43 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
67
Value reported by manager
$250.9M
Sum of our stored positions
$250.9M
should match the line above
Disclosure lag
43 d
quarter end to filing
Top 5 concentration
75.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
67 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| Seagate Technology Holdings | Stock | $48.8M | 50,612 | — | G7997R103 |
| Vanguard Small-Cap Index ETF | ETF | $42.8M | 141,062 | — | 922908751 |
| Vanguard S&P 500 Index ETF | ETF | $41M | 59,636 | — | 922908363 |
| Vanguard Developed Markets Index ETF | ETF | $35.1M | 493,332 | — | 921943858 |
| Schwab Fundamental US Large Company Index ETF | ETF | $21.7M | 699,040 | — | 808524771 |
| Vanguard Mid-Cap Growth Index ETF | ETF | $7.5M | 24,429 | — | 922908538 |
| iShares Core S&P 500 Index ETF | ETF | $5.7M | 7,666 | — | 464287200 |
| Moderna | Stock | $4.6M | 65,687 | — | 60770K107 |
| Vanguard FTSE All-World ex US Index ETF | ETF | $4.3M | 51,428 | — | 922042775 |
| Alphabet Cl C | Stock | $3.5M | 9,822 | — | 02079K107 |
| Berkshire Hathaway Cl B | Stock | $3.1M | 6,158 | — | 084670702 |
| Minerals Technologies | Stock | $2.7M | 36,011 | — | 603158106 |
| Apple | Stock | $2.1M | 7,354 | — | 037833100 |
| Vanguard Total Int'l Stock Index ETF | ETF | $1.3M | 15,298 | — | 921909768 |
| iShares ESG Advanced MSCI USA ETF | ETF | $1.3M | 18,217 | — | 46436E767 |
| Microsoft | Stock | $1.2M | 3,287 | — | 594918104 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ETF | $1.2M | 21,909 | — | 46435U663 |
| ExxonMobil Holdings | Stock | $1M | 7,558 | — | 30233Q108 |
| iShares Russell 1000 Growth Index ETF | ETF | $957.1K | 7,708 | — | 464287614 |
| Vanguard Mid-Cap Index ETF | ETF | $936.3K | 11,621 | — | 922908629 |
| Crown Castle | REIT | $929.5K | 12,274 | — | 22822V101 |
| SPDR S&P 500 Index ETF | ETF | $910.4K | 1,219 | — | 78462F103 |
| Vanguard Growth Index ETF | ETF | $886.8K | 10,295 | — | 922908736 |
| Revvity | Stock | $820.2K | 7,372 | — | 714046109 |
| Johnson & Johnson | Stock | $804.3K | 3,167 | — | 478160104 |
| AbbVie | Stock | $804.2K | 3,196 | — | 00287Y109 |
| iShares ESG Aware MSCI EAFE ETF | ETF | $720K | 7,003 | — | 46435G516 |
| Broadcom | Stock | $711.7K | 1,884 | — | 11135F101 |
| Vanguard Total Stock Market ETF | ETF | $707.1K | 1,911 | — | 922908769 |
| iShares Core S&P Small-Cap Index ETF | ETF | $583K | 3,931 | — | 464287804 |
| iShares Russell 1000 Value Index ETF | ETF | $560K | 2,310 | — | 464287598 |
| Fidelity NASDAQ Composite Index ETF | ETF | $512.9K | 4,969 | — | 315912808 |
| iShares Russell Mid-Cap Growth Index ETF | ETF | $509.5K | 3,480 | — | 464287481 |
| Chevron | Stock | $488.8K | 2,949 | — | 166764100 |
| Alphabet Cl A | Stock | $462.8K | 1,295 | — | 02079K305 |
| Kraft Heinz Co | Stock | $439.8K | 18,621 | — | 500754106 |
| Advanced Micro Devices | Stock | $424.1K | 730 | — | 007903107 |
| iShares ESG Optimized MSCI USA ETF | ETF | $415.7K | 2,694 | — | 464288802 |
| Taiwan Semiconductor Mfg ADR | ADR | $415.5K | 870 | — | 874039100 |
| The Walt Disney Company | Stock | $385K | 4,000 | — | 254687106 |
| Merck & Company | Stock | $384.2K | 2,990 | — | 58933Y105 |
| SPDR MSCI EAFE Fossil Fuel Free ETF | ETF | $382.8K | 7,073 | — | 78470E106 |
| Caterpillar | Stock | $372.7K | 350 | — | 149123101 |
| Amazon.com | Stock | $371.5K | 1,559 | — | 023135106 |
| iShares Russell 2000 Value ETF | ETF | $331.8K | 1,500 | — | 464287630 |
| iShares Core S&P Mid-Cap Index ETF | ETF | $315.5K | 4,091 | — | 464287507 |
| Paychex | Stock | $310.1K | 3,154 | — | 704326107 |
| SPDR DoubleLine Total Return Tactical ETF | ETF | $305.4K | 7,738 | — | 78467V848 |
| Coca-Cola | Stock | $304.6K | 3,749 | — | 191216100 |
| International Business Machines | Stock | $298.6K | 1,062 | — | 459200101 |
| iShares S&P 500 Value ETF | ETF | $297K | 1,308 | — | 464287408 |
| Abbott Laboratories | Stock | $276.8K | 3,051 | — | 002824100 |
| UnitedHealth Group | Stock | $271K | 652 | — | 91324P102 |
| PPL | Stock | $267.2K | 7,350 | — | 69351T106 |
| Vanguard Short-Term Bond ETF | ETF | $264K | 3,389 | — | 921937827 |
| iShares S&P Mid-Cap 400 Value ETF | ETF | $251K | 1,699 | — | 464287705 |
| Fidelity Enhanced Large Cap Value ETF | ETF | $245.9K | 6,133 | — | 31609A107 |
| PepsiCo | Stock | $243.3K | 1,797 | — | 713448108 |
| iShares ESG Advanced MSCI EAFE ETF | ETF | $240.3K | 2,840 | — | 46436E759 |
| Marriott International | Stock | $235.2K | 635 | — | 571903202 |
| iShares S&P Mid-Cap 400 Growth ETF | ETF | $233.6K | 1,988 | — | 464287606 |
| iShares MSCI EAFE ETF | ETF | $228.5K | 2,200 | — | 464287465 |
| McKesson | Stock | $226.7K | 300 | — | 58155Q103 |
| Vanguard ESG International Stock ETF | ETF | $225.5K | 2,739 | — | 921910725 |
| McDonald's | Stock | $224.1K | 829 | — | 580135101 |
| Verizon Communications | Stock | $221.9K | 5,242 | — | 92343V104 |
| iShares Global Clean Energy ETF | ETF | $210.4K | 10,267 | — | 464288224 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-12