$117 Million is the total value of Aufman Associates Inc's 42 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PKI | New | PerkinElmerstock | $2,469,175 | – | 18,529 | +100.0% | 2.10% | – |
| BND | New | Vanguard Total Bond Market Index ETFetf | $995,671 | – | 13,486 | +100.0% | 0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.