$78.7 Billion is the total value of Aufman Associates Inc's 238 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LOW | Exit | Lowe's Companiesstock | $0 | – | -1,722 | -100.0% | -0.21% | – |
PNC | Exit | PNC Financial Servicesstock | $0 | – | -1,304 | -100.0% | -0.21% | – |
IJH | Exit | iShares Core S&P Mid-Cap Index ETFetf | $0 | – | -1,020 | -100.0% | -0.22% | – |
PAYX | Exit | Paychexstock | $0 | – | -2,550 | -100.0% | -0.22% | – |
SIVB | Exit | SVB Financial Groupstock | $0 | – | -900 | -100.0% | -0.23% | – |
T | Exit | AT&Tstock | $0 | – | -5,906 | -100.0% | -0.24% | – |
IBM | Exit | IBMstock | $0 | – | -1,768 | -100.0% | -0.24% | – |
SCHA | Exit | Schwab US Small-Cap ETFetf | $0 | – | -3,293 | -100.0% | -0.26% | – |
COP | Exit | ConocoPhillipsstock | $0 | – | -5,349 | -100.0% | -0.36% | – |
BA | Exit | Boeingstock | $0 | – | -1,119 | -100.0% | -0.38% | – |
DUSA | Exit | Davis Select US Equity ETFetf | $0 | – | -18,388 | -100.0% | -0.49% | – |
VONV | Exit | Vanguard Russell 1000 Value Index ETFetf | $0 | – | -4,925 | -100.0% | -0.61% | – |
VBR | Exit | Vanguard Small-Cap Value Index ETFetf | $0 | – | -4,634 | -100.0% | -0.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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 | 2024-05-10 |
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 |
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.