Aufman Associates Inc.
CIK:0001801573
Investment Adviser
$162M AUM
64 holdings
USA
Aufman Associates Inc. is an independent, fee-only financial advisory firm providing personal financial counseling and investment advisory services since the early 1970s. It became an independent entity in 1983.
Top Buys
V
VEAVanguard Developed Markets Index ETF+$3.2M
V
VOOVanguard 500 Index ETF+$3.1M
S
STXSeagate Technology Holdings+$3.1M
V
VBVanguard Small-Cap Index ETF+$2.1M
V
VOTVanguard Mid-Cap Growth Index ETF+$1.0M
Top Sells
B
BRK-BBerkshire Hathaway Cl B-$469.3K
M
MTXMinerals Technologies-$259.1K
D
DUKDuke Energy-$223.0K
K
KHCKraft Heinz Co-$173.2K
C
CCICrown Castle-$163.8K
Top Holdings
V
VOOVanguard 500 Index ETF+21.7%$35.1M
V
VBVanguard Small-Cap Index ETF+21.3%$34.6M
V
VEAVanguard Developed Markets Index ETF+18.1%$29.4M
S
STXSeagate Technology Holdings+6.3%$10.2M
V
VOTVanguard Mid-Cap Growth Index ETF+4.5%$7.3M
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard 500 Index ETF | 21.67% | $35.1M | 61,870 | $313.60 | $568.03 | +$3.1M |
V VB | Vanguard Small-Cap Index ETF | 21.31% | $34.6M | 145,848 | $166.32 | $236.98 | +$2.1M |
V VEA | Vanguard Developed Markets Index ETF | 18.12% | $29.4M | 515,423 | $44.39 | $57.01 | +$3.2M |
S STX | Seagate Technology Holdings | 6.27% | $10.2M | 70,481 | $87.93 | $144.33 | +$3.1M |
V VOT | Vanguard Mid-Cap Growth Index ETF | 4.50% | $7.3M | 25,648 | $169.67 | $284.39 | +$1.0M |
Industry Allocation
COMPUTER STORAGE DEVICES
+6.3%
FIRE, MARINE & CASUALTY INSURANCE
+2.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.9%
INDUSTRIAL INORGANIC CHEMICALS
+1.3%
ELECTRONIC COMPUTERS
+1.2%