Aufman Associates Inc Top Holdings and 13F Report (2024) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $155.56 million in total holdings as of September 30, 2024.Aufman Associates Inc owns shares of 64 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.28% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 46 new stocks and bought additional shares in 19 stocks.Aufman Associates Inc sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $35,140,210Vanguard S&P 500 ETF $34,654,341Vanguard FTSE Developed Markets ETF $24,481,442Seagate Technology $10,451,791Vanguard Mid-Cap Growth ETF $6,417,311 Largest New Holdings this Quarter Kraft Heinz $1,394,780 HoldingBroadcom $503,181 HoldingMerck & Co., Inc. $461,962 HoldingPepsiCo $366,118 HoldingMcDonald's $344,448 Holding Largest Purchases this Quarter Kraft Heinz 39,726 shares (about $1.39M)Minerals Technologies 13,087 shares (about $1.01M)Vanguard Growth ETF 1,581 shares (about $607.06K)Broadcom 2,917 shares (about $503.18K)Merck & Co., Inc. 4,068 shares (about $461.96K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,844 shares (about $973.03K)Revvity 6,847 shares (about $874.70K)Vanguard FTSE Developed Markets ETF 9,113 shares (about $481.26K)Seagate Technology 2,904 shares (about $318.08K)Crown Castle 2,450 shares (about $290.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAufman Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$35,140,210$246,935 ▼-0.7%148,14022.6%ETFVOOVanguard S&P 500 ETF$34,654,341$973,027 ▼-2.7%65,67422.3%ETFVEAVanguard FTSE Developed Markets ETF$24,481,442$481,257 ▼-1.9%463,57615.7%ETFSTXSeagate Technology$10,451,791$318,075 ▼-3.0%95,4246.7%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$6,417,311$43,581 ▼-0.7%26,3584.1%ETFIVViShares Core S&P 500 ETF$4,530,667$419,901 ▲10.2%7,8552.9%ETFMTXMinerals Technologies$3,745,423$1,010,709 ▲37.0%48,4972.4%Basic MaterialsBRK.BBerkshire Hathaway$3,559,651$83,767 ▼-2.3%7,7342.3%FinanceVEUVanguard FTSE All-World ex-US ETF$3,326,874$142,001 ▼-4.1%52,8082.1%ETFCCICrown Castle$2,224,313$290,644 ▼-11.6%18,7501.4%FinanceAAPLApple$1,712,558$50,794 ▼-2.9%7,3501.1%Computer and TechnologyGOOGAlphabet$1,401,335$61,691 ▼-4.2%8,3820.9%Computer and TechnologyKHCKraft Heinz$1,394,780$1,394,780 ▲New Holding39,7260.9%Consumer StaplesMSFTMicrosoft$1,365,283$342,074 ▲33.4%3,1730.9%Computer and TechnologyRVTYRevvity$1,193,057$874,704 ▼-42.3%9,3390.8%MedicalXOMExxon Mobil$1,085,297$230,680 ▲27.0%9,2590.7%Oils/EnergyVXUSVanguard Total International Stock ETF$904,499$3,561 ▲0.4%13,9710.6%ETFVUGVanguard Growth ETF$824,771$607,059 ▲278.8%2,1480.5%ETFSPYSPDR S&P 500 ETF Trust$799,821$43,606 ▼-5.2%1,3940.5%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$778,721$293 ▼0.0%18,6210.5%ETFVOVanguard Mid-Cap ETF$750,801$5,540 ▲0.7%2,8460.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$666,097$49 ▲0.0%13,5720.4%ManufacturingABBVAbbVie$657,818$171,811 ▲35.4%3,3310.4%MedicalJNJJohnson & Johnson$603,836$142,613 ▲30.9%3,7260.4%MedicalMRNAModerna$585,899$151,103 ▲34.8%8,7670.4%MedicalVTIVanguard Total Stock Market ETF$577,842$7,361 ▼-1.3%2,0410.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$554,513$5,387 ▼-1.0%6,5880.4%ManufacturingAVGOBroadcom$503,181$503,181 ▲New Holding2,9170.3%Computer and TechnologyPAYXPaychex$476,375$161,028 ▲51.1%3,5500.3%Business ServicesMRKMerck & Co., Inc.$461,962$461,962 ▲New Holding4,0680.3%MedicalIJRiShares Core S&P Small-Cap ETF$454,531$1,053 ▲0.2%3,8860.3%ETFONEQFidelity NASDAQ Composite Index ETF$435,113$104,751 ▼-19.4%6,0770.3%ETFALTOAlto Ingredients$429,326$118,738 ▲38.2%266,6620.3%Consumer DiscretionaryCVXChevron$412,564$155,098 ▲60.2%2,8010.3%Oils/EnergyUNHUnitedHealth Group$387,307$17,552 ▲4.7%6620.2%MedicalPEPPepsiCo$366,118$366,118 ▲New Holding2,1530.2%Consumer StaplesABTAbbott Laboratories$347,8450.0%3,0510.2%MedicalMCDMcDonald's$344,448$344,448 ▲New Holding1,1310.2%Retail/WholesaleDISWalt Disney$342,1910.0%3,5570.2%Consumer DiscretionaryFNDXSchwab Fundamental U.S. Large Company Index ETF$314,831$8,109 ▼-2.5%4,3870.2%ETFKOCoca-Cola$308,416$27,953 ▲10.0%4,2920.2%Consumer StaplesVZVerizon Communications$300,229$300,229 ▲New Holding6,6850.2%Computer and TechnologyGOOGLAlphabet$296,374$4,312 ▼-1.4%1,7870.2%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$296,102$3,354 ▲1.1%7,1520.2%ETFAMZNAmazon.com$295,640$31,669 ▲12.0%1,5870.2%Retail/WholesaleEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$291,3070.0%6,6600.2%ETFIVEiShares S&P 500 Value ETF$289,051$289,051 ▲New Holding1,4660.2%ETFPPLPPL$286,704$39,101 ▼-12.0%8,6670.2%UtilitiesCOPConocoPhillips$284,8880.0%2,7060.2%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$273,086$41,318 ▼-13.1%4,3820.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$262,828$262,828 ▲New Holding2,8590.2%ETFTSMTaiwan Semiconductor Manufacturing$262,242$262,242 ▲New Holding1,5100.2%Computer and TechnologyJPMJPMorgan Chase & Co.$240,631$240,631 ▲New Holding1,1410.2%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$230,428$230,428 ▲New Holding1,8640.1%ETFNEENextEra Energy$229,235$229,235 ▲New Holding2,7120.1%UtilitiesAMDAdvanced Micro Devices$225,282$225,282 ▲New Holding1,3730.1%Computer and TechnologyCSCOCisco Systems$213,678$213,678 ▲New Holding4,0150.1%Computer and TechnologyPGProcter & Gamble$213,222$213,222 ▲New Holding1,2310.1%Consumer StaplesPNCThe PNC Financial Services Group$211,653$211,653 ▲New Holding1,1450.1%FinanceIVWiShares S&P 500 Growth ETF$210,937$22,597 ▼-9.7%2,2030.1%ETFDUKDuke Energy$210,762$210,762 ▲New Holding1,8280.1%UtilitiesPFEPfizer$200,765$200,765 ▲New Holding6,9370.1%MedicalICLNiShares Global Clean Energy ETF$147,7410.0%10,0570.1%ETFFORAForian$113,7390.0%52,6570.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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