Aufman Associates Inc Top Holdings and 13F Report (2025) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $148.13 million in total holdings as of December 31, 2024.Aufman Associates Inc owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 3.42% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 64 new stocks and bought additional shares in 15 stocks.Aufman Associates Inc sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $35,320,341Vanguard S&P 500 ETF $34,667,287Vanguard FTSE Developed Markets ETF $23,587,379Seagate Technology $7,260,915Vanguard Mid-Cap Growth ETF $6,666,678 Largest New Holdings this Quarter iShares MSCI USA ESG Select ETF $316,694 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 29,677 shares (about $1.42M)iShares MSCI USA ESG Select ETF 2,605 shares (about $316.69K)Schwab Fundamental U.S. Large Company Index ETF 8,826 shares (about $209.01K)Moderna 2,299 shares (about $95.59K)iShares ESG Aware MSCI USA Small-Cap ETF 1,509 shares (about $63.45K) Largest Sales this Quarter Seagate Technology 11,298 shares (about $975.13K)Minerals Technologies 12,500 shares (about $952.62K)Vanguard S&P 500 ETF 1,334 shares (about $718.78K)Vanguard Small-Cap ETF 1,143 shares (about $274.64K)Berkshire Hathaway 286 shares (about $129.64K) 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$35,320,341$274,639 ▼-0.8%146,99723.8%ETFVOOVanguard S&P 500 ETF$34,667,287$718,778 ▼-2.0%64,34023.4%ETFVEAVanguard FTSE Developed Markets ETF$23,587,379$1,419,155 ▲6.4%493,25315.9%ETFSTXSeagate Technology$7,260,915$975,130 ▼-11.8%84,1264.9%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$6,666,678$21,568 ▼-0.3%26,2734.5%ETFIVViShares Core S&P 500 ETF$4,596,998$27,079 ▼-0.6%7,8093.1%ETFBRK.BBerkshire Hathaway$3,376,029$129,638 ▼-3.7%7,4482.3%FinanceVEUVanguard FTSE All-World ex-US ETF$3,059,545$27,844 ▲0.9%53,2932.1%ETFMTXMinerals Technologies$2,743,331$952,625 ▼-25.8%35,9971.9%Basic MaterialsAAPLApple$1,804,980$35,559 ▼-1.9%7,2081.2%Computer and TechnologyCCICrown Castle$1,674,522$27,228 ▼-1.6%18,4501.1%FinanceGOOGAlphabet$1,557,717$38,467 ▼-2.4%8,1801.1%Computer and TechnologyMSFTMicrosoft$1,330,698$6,744 ▼-0.5%3,1570.9%Computer and TechnologyKHCKraft Heinz$1,153,805$66,180 ▼-5.4%37,5710.8%Consumer StaplesRVTYRevvity$1,042,3260.0%9,3390.7%MedicalXOMExxon Mobil$982,404$13,553 ▼-1.4%9,1330.7%Oils/EnergyVUGVanguard Growth ETF$893,715$11,905 ▲1.4%2,1770.6%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$846,459$63,453 ▲8.1%20,1300.6%ETFVXUSVanguard Total International Stock ETF$836,406$13,083 ▲1.6%14,1930.6%ETFSPYSPDR S&P 500 ETF Trust$794,138$22,857 ▼-2.8%1,3550.5%FinanceVOVanguard Mid-Cap ETF$754,713$2,906 ▲0.4%2,8570.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$677,097$2,287 ▲0.3%13,6180.5%ManufacturingAVGOBroadcom$641,753$34,545 ▼-5.1%2,7680.4%Computer and TechnologyABBVAbbVie$591,9580.0%3,3310.4%MedicalVTIVanguard Total Stock Market ETF$590,597$869 ▼-0.1%2,0380.4%ETFJNJJohnson & Johnson$538,8540.0%3,7260.4%MedicalESGDiShares ESG Aware MSCI EAFE ETF$508,295$6,700 ▲1.3%6,6760.3%ManufacturingPAYXPaychex$497,7810.0%3,5500.3%Business ServicesONEQFidelity NASDAQ Composite Index ETF$462,2170.0%6,0770.3%ETFMRNAModerna$460,124$95,592 ▲26.2%11,0660.3%MedicalIJRiShares Core S&P Small-Cap ETF$450,254$2,535 ▲0.6%3,9080.3%ETFALTOAlto Ingredients$415,9930.0%266,6620.3%Consumer DiscretionaryCVXChevron$408,918$3,187 ▲0.8%2,8230.3%Oils/EnergyDISWalt Disney$396,1220.0%3,5570.3%Consumer DiscretionaryMRKMerck & Co., Inc.$358,526$46,159 ▼-11.4%3,6040.2%MedicalABTAbbott Laboratories$345,0990.0%3,0510.2%MedicalUNHUnitedHealth Group$335,1170.0%6620.2%MedicalSUSAiShares MSCI USA ESG Select ETF$316,694$316,694 ▲New Holding2,6050.2%ETFAMZNAmazon.com$314,748$33,339 ▼-9.6%1,4350.2%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$312,892$209,005 ▲201.2%13,2130.2%ETFGOOGLAlphabet$312,724$25,556 ▼-7.6%1,6520.2%Computer and TechnologyMCDMcDonald's$298,342$29,573 ▼-9.0%1,0290.2%Retail/WholesaleTOTLSPDR Doubleline Total Return Tactical ETF$286,703$5,002 ▲1.8%7,2790.2%ETFIVEiShares S&P 500 Value ETF$279,8300.0%1,4660.2%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$267,935$2,787 ▲1.1%6,7300.2%ETFPEPPepsiCo$264,128$63,257 ▼-19.3%1,7370.2%Consumer StaplesVZVerizon Communications$260,864$6,479 ▼-2.4%6,5230.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$259,9690.0%2,8590.2%ETFIJHiShares Core S&P Mid-Cap ETF$254,910$18,132 ▼-6.6%4,0910.2%ETFKOCoca-Cola$248,581$18,614 ▼-7.0%3,9930.2%Consumer StaplesPPLPPL$242,963$38,368 ▼-13.6%7,4850.2%UtilitiesCOPConocoPhillips$238,008$30,346 ▼-11.3%2,4000.2%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$236,001$62,209 ▼-20.9%1,1950.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$232,9250.0%1,8640.2%ETFJPMJPMorgan Chase & Co.$232,842$40,765 ▼-14.9%9710.2%FinanceIVWiShares S&P 500 Growth ETF$210,675$12,996 ▼-5.8%2,0750.1%ETFPGProcter & Gamble$206,4530.0%1,2310.1%Consumer StaplesICLNiShares Global Clean Energy ETF$115,598$1,149 ▲1.0%10,1580.1%ETFFORAForian$108,4730.0%52,6570.1%MedicalNEENextEra Energy$0$229,235 ▼-100.0%00.0%UtilitiesAMDAdvanced Micro Devices$0$225,282 ▼-100.0%00.0%Computer and TechnologyCSCOCisco Systems$0$213,678 ▼-100.0%00.0%Computer and TechnologyPNCThe PNC Financial Services Group$0$211,653 ▼-100.0%00.0%FinanceDUKDuke Energy$0$210,762 ▼-100.0%00.0%UtilitiesPFEPfizer$0$200,765 ▼-100.0%00.0%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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