Aufman Associates Inc Top Holdings and 13F Report (2025) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $162.15 million in total holdings as of June 30, 2025.Aufman Associates Inc owns shares of 64 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.39% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 57 new stocks and bought additional shares in 21 stocks.Aufman Associates Inc sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $35,144,007Vanguard Small-Cap ETF $34,562,954Vanguard FTSE Developed Markets ETF $29,384,289Seagate Technology $10,172,523Vanguard Mid-Cap Growth ETF $7,294,074 Largest New Holdings this Quarter 464287614 - iShares Russell 1000 Growth ETF $818,166 Holding464287481 - iShares Russell Mid-Cap Growth ETF $485,241 Holding464287598 - iShares Russell 1000 Value ETF $448,671 Holding874039100 - Taiwan Semiconductor Manufacturing $270,656 Holding464287465 - iShares MSCI EAFE ETF $266,719 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 1,927 shares (about $818.17K)Apple 2,502 shares (about $513.33K)iShares Russell Mid-Cap Growth ETF 3,499 shares (about $485.24K)iShares Russell 1000 Value ETF 2,310 shares (about $448.67K)Taiwan Semiconductor Manufacturing 1,195 shares (about $270.66K) Largest Sales this Quarter Seagate Technology 13,118 shares (about $1.89M)Vanguard S&P 500 ETF 521 shares (about $295.94K)Crown Castle 1,317 shares (about $135.30K)Berkshire Hathaway 272 shares (about $132.13K)Vanguard Small-Cap ETF 417 shares (about $98.82K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$35,144,007$295,944 ▼-0.8%61,87021.7%ETFVBVanguard Small-Cap ETF$34,562,954$98,820 ▼-0.3%145,84821.3%ETFVEAVanguard FTSE Developed Markets ETF$29,384,289$15,336 ▲0.1%515,42318.1%ETFSTXSeagate Technology$10,172,523$1,893,321 ▼-15.7%70,4816.3%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$7,294,074$16,495 ▼-0.2%25,6484.5%ETFIVViShares Core S&P 500 ETF$4,811,316$24,836 ▼-0.5%7,7493.0%ETFVEUVanguard FTSE All-World ex-US ETF$3,534,828$25,275 ▼-0.7%52,5862.2%ETFBRK.BBerkshire Hathaway$3,367,358$132,129 ▼-3.8%6,9322.1%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$2,394,594$34,454 ▲1.5%97,5791.5%ETFMTXMinerals Technologies$2,093,266$55,455 ▲2.7%38,0111.3%Basic MaterialsAAPLApple$2,011,662$513,328 ▲34.3%9,8051.2%Computer and TechnologyCCICrown Castle$1,819,246$135,295 ▼-6.9%17,7091.1%FinanceMSFTMicrosoft$1,667,743$108,928 ▲7.0%3,3531.0%Computer and TechnologyGOOGAlphabet$1,424,346$35,835 ▲2.6%8,0290.9%Computer and TechnologyXOMExxon Mobil$995,850$11,103 ▲1.1%9,2380.6%EnergyVXUSVanguard Total International Stock ETF$990,396$7,047 ▲0.7%14,3350.6%ETFKHCKraft Heinz$970,0830.0%37,5710.6%Consumer StaplesVUGVanguard Growth ETF$933,677$11,397 ▼-1.2%2,1300.6%ETFRVTYRevvity$903,2680.0%9,3390.6%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$821,279$12,895 ▼-1.5%19,8710.5%ETFIWFiShares Russell 1000 Growth ETF$818,166$818,166 ▲New Holding1,9270.5%ETFSPYSPDR S&P 500 ETF Trust$808,766$10,503 ▼-1.3%1,3090.5%FinanceVOVanguard Mid-Cap ETF$806,865$3,638 ▲0.5%2,8830.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$736,0300.0%13,6480.5%ManufacturingAVGOBroadcom$683,784$32,797 ▼-4.6%2,4810.4%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$606,866$11,242 ▲1.9%6,8020.4%ManufacturingABBVAbbVie$605,405$186 ▲0.0%3,2620.4%MedicalVTIVanguard Total Stock Market ETF$576,2800.0%1,8960.4%ETFJNJJohnson & Johnson$568,383$764 ▼-0.1%3,7210.4%MedicalDISWalt Disney$500,344$59,148 ▲13.4%4,0350.3%Consumer DiscretionaryONEQFidelity NASDAQ Composite Index ETF$486,7680.0%6,0770.3%ETFIWPiShares Russell Mid-Cap Growth ETF$485,241$485,241 ▲New Holding3,4990.3%ETFPAYXPaychex$458,781$57,602 ▼-11.2%3,1540.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$448,671$448,671 ▲New Holding2,3100.3%ETFMRNAModerna$439,748$35,770 ▲8.9%16,1910.3%MedicalIJRiShares Core S&P Small-Cap ETF$428,706$874 ▲0.2%3,9230.3%ETFCVXChevron$421,271$11,455 ▲2.8%2,9420.3%EnergyABTAbbott Laboratories$414,9670.0%3,0510.3%MedicalSUSAiShares MSCI USA ESG Select ETF$331,432$507 ▲0.2%2,6150.2%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$323,977$5,257 ▲1.6%6,8410.2%ETFMCDMcDonald's$313,544$12,857 ▲4.3%1,0730.2%Retail/WholesaleAMZNAmazon.com$312,554$2,851 ▼-0.9%1,4250.2%Retail/WholesaleALTOAlto Ingredients$306,6610.0%266,6620.2%Consumer DiscretionaryTOTLSPDR Doubleline Total Return Tactical ETF$293,235$963 ▼-0.3%7,3110.2%ETFMRKMerck & Co., Inc.$293,209$7,916 ▲2.8%3,7040.2%MedicalIVEiShares S&P 500 Value ETF$286,4860.0%1,4660.2%ETFGOOGLAlphabet$284,788$6,344 ▼-2.2%1,6160.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$270,656$270,656 ▲New Holding1,1950.2%Computer and TechnologyKOCocaCola$268,920$7,641 ▲2.9%3,8010.2%Consumer StaplesEFAiShares MSCI EAFE ETF$266,719$266,719 ▲New Holding2,9840.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$260,1120.0%2,8590.2%ETFIJHiShares Core S&P Mid-Cap ETF$253,7240.0%4,0910.2%ETFPPLPPL$253,6670.0%7,4850.2%UtilitiesVZVerizon Communications$249,125$15,059 ▼-5.7%5,7570.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$236,640$236,640 ▲New Holding1,5000.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$230,3530.0%1,8640.1%ETFPEPPepsiCo$229,3530.0%1,7370.1%Consumer StaplesMCKMcKesson$219,8340.0%3000.1%MedicalCOPConocoPhillips$215,3760.0%2,4000.1%EnergyIBMInternational Business Machines$214,895$214,895 ▲New Holding7290.1%Computer and TechnologyUNHUnitedHealth Group$206,7090.0%6630.1%MedicalDMXFiShares ESG Advanced MSCI EAFE ETF$203,106$203,106 ▲New Holding2,7280.1%ManufacturingICLNiShares Global Clean Energy ETF$134,631$1,455 ▲1.1%10,2690.1%ETFFORAForian$103,2080.0%52,6570.1%MedicalDUKDuke Energy$0$223,006 ▼-100.0%00.0%UtilitiesShowing 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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