$121 Million is the total value of Aufman Associates Inc's 43 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CCI | Crown Castle Internationalreit | $2,356,507 | -14.9% | 20,682 | 0.0% | 1.94% | -17.5% | |
| PKI | Revvitystock | $2,201,060 | -10.9% | 18,529 | 0.0% | 1.82% | -13.7% | |
| ONEQ | Fidelity NASDAQ Composite Index Tracking ETFetf | $407,763 | +12.8% | 7,540 | 0.0% | 0.34% | +9.1% | |
| ABT | Abbott Laboratoriesstock | $332,620 | +7.7% | 3,051 | 0.0% | 0.27% | +4.2% | |
| IJH | iShares Core S&P Mid-Cap Index ETFetf | $263,833 | +4.5% | 1,009 | 0.0% | 0.22% | +1.4% | |
| PAYX | Paychexstock | $262,895 | -2.4% | 2,350 | 0.0% | 0.22% | -5.2% | |
| PEP | PepsiCostock | $220,597 | +1.6% | 1,191 | 0.0% | 0.18% | -1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.