Aufman Associates Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA Aufman Associates Inc | Institutional Filer | ▲ 4.46% | $203.8M | 65 |
Current Portfolio Holdings
Showing all 65 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-Cap Index ETF | — | 143K | $37.4M | 18.35% |
| 2 | VOO | Vanguard 500 Index ETF | — | 60K | $35.7M | 17.51% |
| 3 | VEA | Vanguard Developed Markets Index ETF | — | 507K | $32.5M | 15.95% |
| 4 | STX | Seagate Technology Holdings plc | Technology | 66K | $25.7M | 12.59% |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | — | 679K | $18.9M | 9.27% |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | — | 25K | $6.4M | 3.12% |
| 7 | IVV | iShares Core S&P 500 Index ETF | — | 8K | $5.0M | 2.44% |
| 8 | VEU | Vanguard FTSE All-World ex US Index ETF | — | 52K | $3.9M | 1.93% |
| 9 | BRKB | Berkshire Hathaway Cl B | — | 7K | $3.2M | 1.59% |
| 10 | MRNA | Moderna, Inc. | Healthcare | 57K | $2.7M | 1.35% |
| 11 | MTX | Minerals Technologies Inc. | Basic Materials | 38K | $2.7M | 1.32% |
| 12 | GOOG | Alphabet Inc. | Technology | 7K | $2.0M | 1.00% |
| 13 | AAPL | Apple Inc. | Technology | 8K | $2.0M | 0.96% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 9K | $1.5M | 0.72% |
| 15 | MSFT | Microsoft Corporation | Technology | 3K | $1.2M | 0.60% |
Showing 1 to 15 of 65 holdings