$140 Billion is the total value of Aufman Associates Inc's 444 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
STX | New | Seagate Technology Holdingsstock | $10,260,000 | – | 116,686 | +100.0% | 7.91% | – |
ALTO | New | Alto Ingredientsstock | $947,000 | – | 155,004 | +100.0% | 0.73% | – |
UNH | New | UnitedHealth Groupstock | $367,000 | – | 918 | +100.0% | 0.28% | – |
PFE | New | Pfizerstock | $210,000 | – | 5,350 | +100.0% | 0.16% | – |
GLD | New | SPDR Gold Sharesetf | $207,000 | – | 1,250 | +100.0% | 0.16% | – |
PNC | New | PNC Financial Servicesstock | $206,000 | – | 1,079 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-11
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.