Aufman Associates Inc holdings history

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77 is the total number of securities Aufman Associates Inc has owned. The longest Aufman Associates Inc has owned a single stock is 16 quarters.

Aufman Associates Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VB Vanguard Small-Cap Ind...161623.51%25.32%27.51%Q4 2019Q3 202316
VOO Vanguard 500 Index ETF161615.10%20.82%24.09%Q4 2019Q3 202316
VEA Vanguard FTSE Develope...161617.10%18.24%19.99%Q4 2019Q3 202316
VOT Vanguard Mid-Cap Growt...16162.58%3.25%4.59%Q4 2019Q3 202316
VEU Vanguard FTSE All-Worl...16162.15%2.60%4.87%Q4 2019Q3 202316
IVV iShares Core S&P 500 I...16162.15%2.35%2.55%Q4 2019Q3 202316
BRKB Berkshire Hathaway Cl B16161.74%2.02%2.39%Q4 2019Q3 202316
XOM Exxon Mobil16160.69%1.13%2.00%Q4 2019Q3 202316
AAPL Apple16160.86%1.01%1.25%Q4 2019Q3 202316
MSFT Microsoft16160.57%0.79%1.15%Q4 2019Q3 202316
GOOG Alphabet Cl C16160.45%0.72%0.96%Q4 2019Q3 202316
SPY SPDR S&P 500 Index ETF16160.54%0.63%0.78%Q4 2019Q3 202316
DIS The Walt Disney Company16160.24%0.53%0.81%Q4 2019Q3 202316
VO Vanguard Mid-Cap Index...16160.49%0.53%0.63%Q4 2019Q3 202316
JNJ Johnson & Johnson16160.37%0.52%0.66%Q4 2019Q3 202316
VXUS Vanguard Total Int'l S...16160.32%0.46%0.70%Q4 2019Q3 202316
INTC Intel16160.17%0.39%0.74%Q4 2019Q3 202316
ABBV AbbVie16160.28%0.33%0.42%Q4 2019Q3 202316
ABT Abbott Laboratories16160.25%0.33%0.45%Q4 2019Q3 202316
ONEQ Fidelity NASDAQ Compos...16160.29%0.33%0.35%Q4 2019Q3 202316
PPL PPL16160.20%0.28%0.51%Q4 2019Q3 202316
KO Coca-Cola16160.18%0.22%0.31%Q4 2019Q3 202316
COP ConocoPhillips1210.18%0.30%0.42%Q4 2019Q3 202314
MTX Minerals Technologies940.40%1.68%4.02%Q1 2020Q3 202313
PAYX Paychex1210.19%0.23%0.28%Q4 2019Q3 202313
IJH iShares Core S&P Mid-C...1210.21%0.22%0.23%Q4 2019Q3 202313
EFAX SPDR MSCI EAFE Fossil ...840.19%0.21%0.23%Q3 2020Q3 202312
CCI Crown Castle Internati...11111.60%2.80%3.42%Q1 2021Q3 202311
MMM 3M Company11110.19%0.27%0.36%Q4 2019Q2 202211
STX Seagate Technology Hol...10105.22%7.00%9.65%Q2 2021Q3 202310
ALTO Alto Ingredients10100.22%0.58%0.83%Q2 2021Q3 202310
UNH UnitedHealth Group10100.25%0.36%0.50%Q2 2021Q3 202310
FNDX Schwab Fundamental US ...640.17%0.18%0.20%Q1 2021Q3 202310
APLS Apellis Pharmaceuticals991.45%1.97%2.75%Q4 2019Q4 20219
PKI Revvity630.58%1.53%2.35%Q1 2020Q3 20239
FHI Federated Investors Cl B990.16%0.40%0.80%Q4 2019Q4 20219
VZ Verizon Communications990.22%0.32%0.45%Q4 2019Q4 20219
TOTL SPDR DoubleLine Total ...990.17%0.19%0.22%Q3 2021Q3 20239
ESML iShares ESG Aware MSCI...880.28%0.38%0.49%Q4 2021Q3 20238
ESGD iShares ESG Aware MSCI...880.29%0.36%0.42%Q4 2021Q3 20238
USXF iShares ESG Advanced M...880.20%0.32%0.42%Q4 2021Q3 20238
AA Alcoa (new)880.20%0.30%0.49%Q1 2021Q4 20228
CVX Chevron880.17%0.25%0.30%Q4 2021Q3 20238
BA Boeing610.16%0.22%0.38%Q4 2019Q4 20228
GOOGL Alphabet Cl A620.17%0.20%0.21%Q1 2021Q3 20238
BABA Alibaba Group Holdings...770.24%0.32%0.42%Q4 2019Q2 20217
PBW Invesco WilderHill Cle...770.18%0.25%0.34%Q3 2020Q1 20227
PFE Pfizer770.16%0.22%0.26%Q2 2021Q4 20227
ICLN iShares Global Clean E...770.16%0.19%0.26%Q3 2020Q1 20227
STX Seagate Technology666.22%7.29%9.12%Q4 2019Q1 20216
OMI Owens & Minor420.18%0.22%0.28%Q3 2020Q1 20226
VTI Vanguard Total Stock M...660.18%0.21%0.25%Q2 2022Q3 20236
IVW iShares S&P 500 Growth...660.17%0.18%0.19%Q4 2020Q1 20226
PNC PNC Financial Services310.16%0.26%0.57%Q4 2019Q4 20215
TWLO Twilio550.15%0.21%0.24%Q4 2020Q4 20215
PEP PepsiCo410.16%0.18%0.20%Q4 2021Q3 20235
BND Vanguard Total Bond Ma...220.22%0.53%0.85%Q2 2022Q2 20234
IJR iShares Core S&P Small...440.32%0.33%0.35%Q4 2022Q3 20234
LOW Lowe's Companies210.16%0.21%0.26%Q4 2019Q4 20214
AMCX AMC Networks Cl A330.42%0.54%0.64%Q1 2022Q3 20223
SIVB SVB Financial Group110.15%0.20%0.23%Q4 2019Q4 20213
BRKA Berkshire Hathaway Cl A220.35%0.36%0.38%Q4 2019Q1 20202
BDX Becton Dickinson & Com...220.31%0.33%0.36%Q1 2020Q2 20202
IBM IBM110.24%0.24%0.24%Q4 2019Q2 20202
AMZN Amazon.com220.19%0.21%0.23%Q3 2020Q4 20202
PINS Pinterest Cl A220.18%0.19%0.19%Q1 2021Q2 20212
VBR Vanguard Small-Cap Val...110.65%0.65%0.65%Q4 2019Q4 20191
VONV Vanguard Russell 1000 ...110.61%0.61%0.61%Q4 2019Q4 20191
DUSA Davis Select US Equity...110.49%0.49%0.49%Q4 2019Q4 20191
TMO Thermo Fisher Scientific110.40%0.40%0.40%Q1 2020Q1 20201
NEE NextEra Energy110.38%0.38%0.38%Q1 2020Q1 20201
SCHA Schwab US Small-Cap ETF110.26%0.26%0.26%Q4 2019Q4 20191
T AT&T110.24%0.24%0.24%Q4 2019Q4 20191
NEO NeoGenomics110.19%0.19%0.19%Q4 2020Q4 20201
GLD SPDR Gold Shares110.16%0.16%0.16%Q2 2021Q2 20211
FORA Forian110.10%0.10%0.10%Q3 2023Q3 20231
GE General Electric110.08%0.08%0.08%Q3 2020Q3 20201
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The securities at the top of the list , including Vanguard Small-Cap Index ETF, Vanguard 500 Index ETF, and Vanguard FTSE Developed Markets ETF, are the highest-conviction holdings of Aufman Associates Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Aufman Associates Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Aufman Associates Inc owns currently or has owned in the past.