$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APLS | Apellis Pharmaceuticalsstock | $3,068,000 | +89.6% | 53,642 | 0.0% | 2.75% | +58.3% | |
| SPY | SPDR S&P 500 Index ETFetf | $790,000 | +11.7% | 2,112 | 0.0% | 0.71% | -6.7% | |
| PBW | Invesco WilderHill Clean Energy ETFetf | $382,000 | +70.5% | 3,692 | 0.0% | 0.34% | +42.3% | |
| ONEQ | Fidelity NASDAQ Composite Index Tracking ETFetf | $378,000 | +15.6% | 754 | 0.0% | 0.34% | -3.4% | |
| ABBV | AbbViestock | $332,000 | +22.1% | 3,100 | 0.0% | 0.30% | +2.1% | |
| BABA | Alibaba Group Holdings ADRadr | $313,000 | -20.8% | 1,344 | 0.0% | 0.28% | -33.9% | |
| PPL | PPLstock | $296,000 | +3.5% | 10,502 | 0.0% | 0.27% | -13.4% | |
| ICLN | iShares Global Clean Energy ETFetf | $288,000 | +52.4% | 10,207 | 0.0% | 0.26% | +27.1% | |
| OMI | Owens & Minorstock | $278,000 | +7.8% | 10,290 | 0.0% | 0.25% | -10.1% |
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.