$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 Index ETFetf | $638,648 | +7.0% | 1,560 | 0.0% | 0.54% | -1.3% | |
| IJR | iShares Core S&P Small-Cap Index ETFetf | $384,793 | +2.2% | 3,979 | 0.0% | 0.33% | -5.7% | |
| ONEQ | Fidelity NASDAQ Composite Index Tracking ETFetf | $361,543 | +17.0% | 7,540 | 0.0% | 0.31% | +7.7% | |
| ABT | Abbott Laboratoriesstock | $308,944 | -7.8% | 3,051 | 0.0% | 0.26% | -15.2% | |
| PAYX | Paychexstock | $269,287 | -0.8% | 2,350 | 0.0% | 0.23% | -8.8% | |
| ALTO | Alto Ingredientsstock | $259,205 | -47.9% | 172,803 | 0.0% | 0.22% | -52.0% | |
| IJH | iShares Core S&P Mid-Cap Index ETFetf | $252,411 | +3.4% | 1,009 | 0.0% | 0.22% | -4.9% | |
| FNDX | Schwab Fundamental US Large Company Index ETFetf | $220,888 | +2.8% | 4,022 | 0.0% | 0.19% | -5.5% | |
| PEP | PepsiCostock | $217,119 | +0.9% | 1,191 | 0.0% | 0.18% | -7.0% |
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.