$136 Billion is the total value of Aufman Associates Inc's 413 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALTO | Alto Ingredientsstock | $1,057,000 | +41.7% | 155,004 | 0.0% | 0.83% | +50.9% | |
| ONEQ | Fidelity NASDAQ Composite Index Tracking ETFetf | $419,000 | -8.7% | 7,540 | 0.0% | 0.33% | -2.7% | |
| PAYX | Paychexstock | $321,000 | 0.0% | 2,350 | 0.0% | 0.25% | +6.8% | |
| IJH | iShares Core S&P Mid-Cap Index ETFetf | $271,000 | -5.2% | 1,009 | 0.0% | 0.21% | +0.9% | |
| OMI | Owens & Minorstock | $247,000 | +1.2% | 5,619 | 0.0% | 0.20% | +8.3% | |
| EFAX | SPDR MSCI EAFE Fossil Fuel Free ETFetf | $245,000 | -8.2% | 3,188 | 0.0% | 0.19% | -2.0% | |
| FNDX | Schwab Fundamental US Large Company Index ETFetf | $235,000 | 0.0% | 4,015 | 0.0% | 0.18% | +6.3% | |
| PBW | Invesco WilderHill Clean Energy ETFetf | $234,000 | -8.9% | 3,597 | 0.0% | 0.18% | -3.2% | |
| IVW | iShares S&P 500 Growth Index ETFetf | $229,000 | -8.8% | 3,003 | 0.0% | 0.18% | -3.2% | |
| BA | Boeingstock | $207,000 | -5.0% | 1,081 | 0.0% | 0.16% | +1.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-12 |
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.