Aufman Associates Inc Top Holdings and 13F Report (2025) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $145.45 million in total holdings as of March 31, 2025.Aufman Associates Inc owns shares of 57 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 59 new stocks and bought additional shares in 18 stocks.Aufman Associates Inc sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $32,434,292Vanguard S&P 500 ETF $32,063,382Vanguard FTSE Developed Markets ETF $26,185,283Seagate Technology $7,101,735Vanguard Mid-Cap Growth ETF $6,288,710 Largest New Holdings this Quarter 26441C204 - Duke Energy $223,006 Holding58155Q103 - McKesson $201,897 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 82,962 shares (about $1.96M)Vanguard FTSE Developed Markets ETF 21,901 shares (about $1.11M)Duke Energy 1,828 shares (about $223.01K)McKesson 300 shares (about $201.90K)Moderna 3,808 shares (about $118.50K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,949 shares (about $1.00M)Vanguard Small-Cap ETF 732 shares (about $162.32K)Vanguard Mid-Cap Growth ETF 567 shares (about $138.71K)Berkshire Hathaway 244 shares (about $129.95K)Alphabet 353 shares (about $55.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAufman Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$32,434,292$162,321 ▼-0.5%146,26522.3%ETFVOOVanguard S&P 500 ETF$32,063,382$1,001,611 ▼-3.0%62,39122.0%ETFVEAVanguard FTSE Developed Markets ETF$26,185,283$1,113,228 ▲4.4%515,15418.0%ETFSTXSeagate Technology$7,101,735$44,769 ▼-0.6%83,5994.9%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$6,288,710$138,711 ▼-2.2%25,7064.3%ETFIVViShares Core S&P 500 ETF$4,376,587$11,238 ▼-0.3%7,7893.0%ETFBRK.BBerkshire Hathaway$3,836,706$129,950 ▼-3.3%7,2042.6%FinanceVEUVanguard FTSE All-World ex-US ETF$3,212,654$20,078 ▼-0.6%52,9622.2%ETFMTXMinerals Technologies$2,352,344$64,015 ▲2.8%37,0041.6%Basic MaterialsFNDXSchwab Fundamental U.S. Large Company Index ETF$2,270,698$1,958,738 ▲627.9%96,1751.6%ETFCCICrown Castle$1,983,080$60,036 ▲3.1%19,0261.4%FinanceAAPLApple$1,622,170$21,102 ▲1.3%7,3031.1%Computer and TechnologyGOOGAlphabet$1,222,858$55,151 ▼-4.3%7,8270.8%Computer and TechnologyMSFTMicrosoft$1,176,349$8,633 ▼-0.7%3,1340.8%Computer and TechnologyKHCKraft Heinz$1,143,2860.0%37,5710.8%Consumer StaplesXOMExxon Mobil$1,086,402$238 ▲0.0%9,1350.7%EnergyRVTYRevvity$988,0660.0%9,3390.7%MedicalVXUSVanguard Total International Stock ETF$883,876$2,484 ▲0.3%14,2330.6%ETFVUGVanguard Growth ETF$799,391$7,786 ▼-1.0%2,1560.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$775,228$2,036 ▲0.3%20,1830.5%ETFVOVanguard Mid-Cap ETF$742,346$3,363 ▲0.5%2,8700.5%ETFSPYSPDR S&P 500 ETF Trust$741,751$16,222 ▼-2.1%1,3260.5%FinanceABBVAbbVie$683,322$14,668 ▼-2.1%3,2610.5%MedicalUSXFiShares ESG Advanced MSCI USA ETF$636,944$1,400 ▲0.2%13,6480.4%ManufacturingJNJJohnson & Johnson$617,9200.0%3,7260.4%MedicalPAYXPaychex$547,6940.0%3,5500.4%Business ServicesESGDiShares ESG Aware MSCI EAFE ETF$545,3460.0%6,6760.4%ManufacturingVTIVanguard Total Stock Market ETF$521,123$39,029 ▼-7.0%1,8960.4%ETFCVXChevron$478,757$6,524 ▲1.4%2,8620.3%EnergyMRNAModerna$462,879$118,505 ▲34.4%14,8740.3%MedicalAVGOBroadcom$435,264$28,125 ▼-6.1%2,6000.3%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$413,6310.0%6,0770.3%ETFIJRiShares Core S&P Small-Cap ETF$409,346$732 ▲0.2%3,9150.3%ETFABTAbbott Laboratories$404,7150.0%3,0510.3%MedicalDISWalt Disney$351,146$99 ▲0.0%3,5580.2%Consumer DiscretionaryUNHUnitedHealth Group$346,992$523 ▲0.2%6630.2%MedicalMRKMerck & Co., Inc.$323,4950.0%3,6040.2%MedicalMCDMcDonald's$321,4770.0%1,0290.2%Retail/WholesaleALTOAlto Ingredients$303,9950.0%266,6620.2%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$299,939$689 ▲0.2%2,6110.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$295,543$2,256 ▲0.8%7,3350.2%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$289,1370.0%6,7300.2%ETFIVEiShares S&P 500 Value ETF$279,3900.0%1,4660.2%ETFVZVerizon Communications$276,938$18,962 ▼-6.4%6,1050.2%Computer and TechnologyAMZNAmazon.com$273,527$571 ▲0.2%1,4380.2%Retail/WholesalePPLPPL$270,2830.0%7,4850.2%UtilitiesKOCoca-Cola$264,466$21,484 ▼-7.5%3,6930.2%Consumer StaplesPEPPepsiCo$260,4460.0%1,7370.2%Consumer StaplesGOOGLAlphabet$255,4650.0%1,6520.2%Computer and TechnologyCOPConocoPhillips$252,0480.0%2,4000.2%EnergyIJHiShares Core S&P Mid-Cap ETF$238,7100.0%4,0910.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$238,0980.0%2,8590.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$223,1770.0%1,8640.2%ETFDUKDuke Energy$223,006$223,006 ▲New Holding1,8280.2%UtilitiesMCKMcKesson$201,897$201,897 ▲New Holding3000.1%MedicalICLNiShares Global Clean Energy ETF$116,0040.0%10,1580.1%ETFFORAForian$105,3140.0%52,6570.1%MedicalTSMTaiwan Semiconductor Manufacturing$0$236,001 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$232,842 ▼-100.0%00.0%FinanceIVWiShares S&P 500 Growth ETF$0$210,675 ▼-100.0%00.0%ETFPGProcter & Gamble$0$206,453 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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