$97.1 Million is the total value of Aufman Associates Inc's 42 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | New | Vanguard Small-Cap Index ETFetf | $25,938,000 | – | 156,594 | +100.0% | 26.70% | – |
| VEA | New | Vanguard FTSE Developed Markets ETFetf | $18,476,000 | – | 419,339 | +100.0% | 19.02% | – |
| VOO | New | Vanguard 500 Index ETFetf | $14,669,000 | – | 49,592 | +100.0% | 15.10% | – |
| STX | New | Seagate Technologystock | $8,861,000 | – | 148,923 | +100.0% | 9.12% | – |
| VEU | New | Vanguard FTSE All-World ex US Index ETFetf | $4,733,000 | – | 88,060 | +100.0% | 4.87% | – |
| VOT | New | Vanguard Mid-Cap Growth Index ETFetf | $2,894,000 | – | 18,226 | +100.0% | 2.98% | – |
| IVV | New | iShares Core S&P 500 Index ETFetf | $2,136,000 | – | 6,607 | +100.0% | 2.20% | – |
| XOM | New | Exxon Mobilstock | $1,944,000 | – | 27,855 | +100.0% | 2.00% | – |
| BRKB | New | Berkshire Hathaway Cl Bstock | $1,692,000 | – | 7,471 | +100.0% | 1.74% | – |
| APLS | New | Apellis Pharmaceuticalsstock | $1,643,000 | – | 53,642 | +100.0% | 1.69% | – |
| MSFT | New | Microsoftstock | $885,000 | – | 5,613 | +100.0% | 0.91% | – |
| AAPL | New | Applestock | $837,000 | – | 2,852 | +100.0% | 0.86% | – |
| DIS | New | The Walt Disney Companystock | $787,000 | – | 5,444 | +100.0% | 0.81% | – |
| FHI | New | Federated Investors Cl Bstock | $780,000 | – | 23,929 | +100.0% | 0.80% | – |
| SPY | New | SPDR S&P 500 Index ETFetf | $705,000 | – | 2,190 | +100.0% | 0.73% | – |
| VXUS | New | Vanguard Total International Stock ETFetf | $674,000 | – | 12,096 | +100.0% | 0.69% | – |
| VBR | New | Vanguard Small-Cap Value Index ETFetf | $635,000 | – | 4,634 | +100.0% | 0.65% | – |
| VO | New | Vanguard Mid-Cap ETFetf | $609,000 | – | 3,419 | +100.0% | 0.63% | – |
| VONV | New | Vanguard Russell 1000 Value Index ETFetf | $590,000 | – | 4,925 | +100.0% | 0.61% | – |
| INTC | New | Intelstock | $589,000 | – | 9,850 | +100.0% | 0.61% | – |
| JNJ | New | Johnson & Johnsonstock | $583,000 | – | 3,995 | +100.0% | 0.60% | – |
| PPL | New | PPLstock | $492,000 | – | 13,719 | +100.0% | 0.51% | – |
| DUSA | New | Davis Select US Equity ETFetf | $475,000 | – | 18,388 | +100.0% | 0.49% | – |
| GOOG | New | Alphabet Cl Cstock | $441,000 | – | 330 | +100.0% | 0.45% | – |
| VZ | New | Verizon Communicationsstock | $373,000 | – | 6,072 | +100.0% | 0.38% | – |
| BA | New | Boeingstock | $365,000 | – | 1,119 | +100.0% | 0.38% | – |
| COP | New | ConocoPhillipsstock | $348,000 | – | 5,349 | +100.0% | 0.36% | – |
| BRKA | New | Berkshire Hathaway Cl Astock | $340,000 | – | 1 | +100.0% | 0.35% | – |
| ABT | New | Abbott Laboratoriesstock | $340,000 | – | 3,918 | +100.0% | 0.35% | – |
| MMM | New | 3M Companystock | $335,000 | – | 1,898 | +100.0% | 0.34% | – |
| BABA | New | Alibaba Group Holdings ADRadr | $319,000 | – | 1,504 | +100.0% | 0.33% | – |
| ONEQ | New | Fidelity NASDAQ Composite Index Tracking ETFetf | $296,000 | – | 848 | +100.0% | 0.30% | – |
| KO | New | Coca-Colastock | $284,000 | – | 5,124 | +100.0% | 0.29% | – |
| ABBV | New | AbbViestock | $284,000 | – | 3,203 | +100.0% | 0.29% | – |
| SCHA | New | Schwab US Small-Cap ETFetf | $249,000 | – | 3,293 | +100.0% | 0.26% | – |
| IBM | New | IBMstock | $237,000 | – | 1,768 | +100.0% | 0.24% | – |
| T | New | AT&Tstock | $231,000 | – | 5,906 | +100.0% | 0.24% | – |
| SIVB | New | SVB Financial Groupstock | $226,000 | – | 900 | +100.0% | 0.23% | – |
| PAYX | New | Paychexstock | $217,000 | – | 2,550 | +100.0% | 0.22% | – |
| IJH | New | iShares Core S&P Mid-Cap Index ETFetf | $210,000 | – | 1,020 | +100.0% | 0.22% | – |
| PNC | New | PNC Financial Servicesstock | $208,000 | – | 1,304 | +100.0% | 0.21% | – |
| LOW | New | Lowe's Companiesstock | $206,000 | – | 1,722 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small-Cap Index ETF | 16 | Q3 2023 | 27.5% |
| Vanguard 500 Index ETF | 16 | Q3 2023 | 24.1% |
| Vanguard FTSE Developed Markets ETF | 16 | Q3 2023 | 20.0% |
| Vanguard Mid-Cap Growth Index ETF | 16 | Q3 2023 | 4.6% |
| Vanguard FTSE All-World ex US Index ETF | 16 | Q3 2023 | 4.9% |
| iShares Core S&P 500 Index ETF | 16 | Q3 2023 | 2.6% |
| Berkshire Hathaway Cl B | 16 | Q3 2023 | 2.4% |
| Exxon Mobil | 16 | Q3 2023 | 2.0% |
| Apple | 16 | Q3 2023 | 1.2% |
| Microsoft | 16 | Q3 2023 | 1.1% |
View Aufman Associates Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-12 |
View Aufman Associates Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.