$119 Billion is the total value of Aufman Associates Inc's 252 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | Vanguard FTSE Developed Markets ETFetf | $20,815,000 | +16.0% | 440,898 | +0.5% | 18.68% | -3.2% |
| VOO | Buy | Vanguard 500 Index ETFetf | $19,914,000 | +13.6% | 57,941 | +1.7% | 17.87% | -5.2% |
| MTX | Buy | Minerals Technologiesstock | $4,484,000 | +27.7% | 72,180 | +5.0% | 4.02% | +6.6% |
| VOT | Buy | Vanguard Mid-Cap Growth Index ETFetf | $3,408,000 | +17.9% | 16,068 | +0.2% | 3.06% | -1.5% |
| VEU | Buy | Vanguard FTSE All-World ex US Index ETFetf | $2,926,000 | +16.3% | 50,130 | +0.5% | 2.62% | -2.9% |
| XOM | Buy | Exxon Mobilstock | $1,122,000 | +20.0% | 27,228 | +0.0% | 1.01% | +0.2% |
| GOOG | Buy | Alphabet Cl Cstock | $615,000 | +24.7% | 351 | +4.5% | 0.55% | +4.2% |
| VO | Buy | Vanguard Mid-Cap ETFetf | $573,000 | +18.4% | 2,770 | +0.8% | 0.51% | -1.2% |
| JNJ | Buy | Johnson & Johnsonstock | $570,000 | +5.8% | 3,622 | +0.1% | 0.51% | -11.7% |
| VXUS | Buy | Vanguard Total International Stock ETFetf | $393,000 | +16.3% | 6,533 | +1.0% | 0.35% | -2.8% |
| TWLO | New | Twiliostock | $262,000 | – | 775 | +100.0% | 0.24% | – |
| KO | Buy | Coca-Colastock | $252,000 | +11.0% | 4,600 | +0.1% | 0.23% | -7.4% |
| EFAX | Buy | SPDR MSCI EAFE Fossil Fuel Free ETFetf | $248,000 | +14.3% | 3,188 | +0.5% | 0.22% | -4.3% |
| IJH | New | iShares Core S&P Mid-Cap Index ETFetf | $234,000 | – | 1,020 | +100.0% | 0.21% | – |
| SIVB | New | SVB Financial Groupstock | $233,000 | – | 600 | +100.0% | 0.21% | – |
| BA | New | Boeingstock | $231,000 | – | 1,081 | +100.0% | 0.21% | – |
| PAYX | New | Paychexstock | $219,000 | – | 2,350 | +100.0% | 0.20% | – |
| NEO | New | NeoGenomicsstock | $207,000 | – | 3,840 | +100.0% | 0.19% | – |
| IVW | New | iShares S&P 500 Growth Index ETFetf | $204,000 | – | 3,204 | +100.0% | 0.18% | – |
| COP | New | ConocoPhillipsstock | $201,000 | – | 5,034 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
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.