$101 Billion is the total value of Aufman Associates Inc's 252 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | Vanguard 500 Index ETFetf | $17,528,000 | +10.6% | 56,975 | +1.9% | 18.84% | +4.7% |
| AAPL | Buy | Applestock | $1,010,000 | +9.2% | 8,717 | +243.9% | 1.09% | +3.4% |
| GOOG | Buy | Alphabet Cl Cstock | $493,000 | +14.9% | 336 | +10.9% | 0.53% | +8.8% |
| VO | Buy | Vanguard Mid-Cap ETFetf | $484,000 | +7.8% | 2,747 | +0.4% | 0.52% | +2.2% |
| VXUS | Buy | Vanguard Total International Stock ETFetf | $338,000 | +7.0% | 6,470 | +0.7% | 0.36% | +1.1% |
| MMM | Buy | 3M Companystock | $278,000 | +2.6% | 1,735 | +0.1% | 0.30% | -2.9% |
| OMI | New | Owens & Minorstock | $258,000 | – | 10,290 | +100.0% | 0.28% | – |
| PBW | New | Invesco WilderHill Clean Energy ETFetf | $224,000 | – | 3,692 | +100.0% | 0.24% | – |
| EFAX | New | SPDR MSCI EAFE Fossil Fuel Free ETFetf | $217,000 | – | 3,171 | +100.0% | 0.23% | – |
| AMZN | New | Amazon.comstock | $214,000 | – | 68 | +100.0% | 0.23% | – |
| ICLN | New | iShares Global Clean Energy ETFetf | $189,000 | – | 10,207 | +100.0% | 0.20% | – |
| GE | New | General Electricstock | $74,000 | – | 11,920 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.