The Analysis of Aufman Associates Inc's Holdings
Currently, Aufman Associates Inc holds 66 types of securities in its portfolio with a total value $177.7M. In the most recent quarter, they have increased their positions in ORCL (+838 shares, valued at $235.7K), SGOV (+2.0K shares, valued at $205.8K), FELV (+6.1K shares, valued at $205.6K); decreased their positions in VOO (-653 shares, valued at $399.9K), VB (-1.4K shares, valued at $354.0K), AAPL (-1.4K shares, valued at $351.6K); initiated new positions in ORCL (+838 shares, valued at $235.7K), SGOV (+2.0K shares, valued at $205.8K), FELV (+6.1K shares, valued at $205.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO Vanguard 500 Index ETF61.2K shares-1.06%2025-09-302025-11-12
VB Vanguard Small-Cap Index ETF144.5K shares-0.95%2025-09-302025-11-12 VEA Vanguard Developed Markets Index ETF515.3K shares-0.02%2025-09-302025-11-12 STX Seagate Technology Holdings70.4K shares-0.13%2025-09-302025-11-12 VOT Vanguard Mid-Cap Growth Index ETF24.8K shares-3.22%2025-09-302025-11-12 IVV iShares Core S&P 500 Index ETF7.8K shares0.23%2025-09-302025-11-12 VEU Vanguard FTSE All-World ex US Index ETF52.1K shares-0.95%2025-09-302025-11-12 BRK.B Berkshire Hathaway Cl B6.8K shares-1.79%2025-09-302025-11-12 FNDX Schwab Fundamental US Large Company Index ETF97.5K shares-0.06%2025-09-302025-11-12 MTX Minerals Technologies38.0K shares0.00%2025-09-302025-11-12 AAPL Apple8.4K shares-14.08%2025-09-302025-11-12 GOOG Alphabet Cl C7.7K shares-4.53%2025-09-302025-11-12 MSFT Microsoft3.3K shares-1.46%2025-09-302025-11-12 CCI Crown Castle16.4K shares-7.51%2025-09-302025-11-12 VXUS Vanguard Total Int'l Stock Index ETF14.4K shares0.49%2025-09-302025-11-12 XOM Exxon Mobil9.0K shares-2.22%2025-09-302025-11-12 VUG Vanguard Growth Index ETF2.0K shares-3.85%2025-09-302025-11-12 KHC Kraft Heinz Co37.6K shares0.00%2025-09-302025-11-12 ESML iShares ESG Aware MSCI USA Small-Cap ETF21.0K shares5.80%2025-09-302025-11-12 IWF iShares Russell 1000 Growth Index ETF1.9K shares0.00%2025-09-302025-11-12 USXF iShares ESG Advanced MSCI USA ETF15.7K shares14.71%2025-09-302025-11-12 VO Vanguard Mid-Cap Index ETF2.9K shares0.38%2025-09-302025-11-12 SPY SPDR S&P 500 Index ETF1.3K shares-2.60%2025-09-302025-11-12 RVTY Revvity9.3K shares0.00%2025-09-302025-11-12 ABBV AbbVie3.3K shares0.00%2025-09-302025-11-12 JNJ Johnson & Johnson3.7K shares0.13%2025-09-302025-11-12 ESGD iShares ESG Aware MSCI EAFE ETF6.8K shares0.00%2025-09-302025-11-12 VTI Vanguard Total Stock Market ETF1.9K shares0.00%2025-09-302025-11-12 AVGO Broadcom1.9K shares-24.18%2025-09-302025-11-12 ONEQ Fidelity NASDAQ Composite Index ETF6.1K shares0.00%2025-09-302025-11-12 IWP iShares Russell Mid-Cap Growth Index ETF3.5K shares0.00%2025-09-302025-11-12 IWD iShares Russell 1000 Value Index ETF2.3K shares0.00%2025-09-302025-11-12 IJR iShares Core S&P Small-Cap Index ETF3.9K shares0.20%2025-09-302025-11-12 CVX Chevron3.0K shares0.71%2025-09-302025-11-12 DIS The Walt Disney Company4.0K shares-0.50%2025-09-302025-11-12 MRNA Moderna17.5K shares8.14%2025-09-302025-11-12 ABT Abbott Laboratories3.1K shares0.00%2025-09-302025-11-12 PAYX Paychex3.2K shares0.00%2025-09-302025-11-12 GOOGL Alphabet Cl A1.6K shares-3.65%2025-09-302025-11-12 SUSA iShares ESG Optimized MSCI USA ETF2.6K shares-0.99%2025-09-302025-11-12 EFAX SPDR MSCI EAFE Fossil Fuel Free ETF6.8K shares0.00%2025-09-302025-11-12 TSM Taiwan Semiconductor Mfg ADR1.2K shares0.00%2025-09-302025-11-12 MCD McDonald's1.1K shares0.00%2025-09-302025-11-12 MRK Merck & Company3.7K shares0.78%2025-09-302025-11-12 AMZN Amazon.com1.4K shares-1.54%2025-09-302025-11-12 TOTL SPDR DoubleLine Total Return Tactical ETF7.5K shares2.19%2025-09-302025-11-12 IVE iShares S&P 500 Value ETF1.5K shares0.00%2025-09-302025-11-12 EFA iShares MSCI EAFE ETF3.0K shares0.00%2025-09-302025-11-12 PPL PPL7.5K shares0.00%2025-09-302025-11-12 IJK iShares S&P Mid-Cap 400 Growth ETF2.9K shares0.00%2025-09-302025-11-12 IJH iShares Core S&P Mid-Cap Index ETF4.1K shares0.00%2025-09-302025-11-12 IWN iShares Russell 2000 Value ETF1.5K shares0.00%2025-09-302025-11-12 PEP PepsiCo1.8K shares3.45%2025-09-302025-11-12 KO Coca-Cola3.8K shares0.00%2025-09-302025-11-12 IJJ iShares S&P Mid-Cap 400 Value ETF1.9K shares0.00%2025-09-302025-11-12 ORCL Oracle838 sharesnew addition2025-09-302025-11-12 MCK McKesson300 shares0.00%2025-09-302025-11-12 VZ Verizon Communications5.2K shares-8.95%2025-09-302025-11-12 COP ConocoPhillips2.4K shares0.00%2025-09-302025-11-12 UNH UnitedHealth Group652 shares-1.66%2025-09-302025-11-12 DMXF iShares ESG Advanced MSCI EAFE ETF2.7K shares0.00%2025-09-302025-11-12 SGOV iShares 0-3 Month Treasury Bond ETF2.0K sharesnew addition2025-09-302025-11-12 IBM International Business Machines729 shares0.00%2025-09-302025-11-12 FELV Fidelity Enhanced Large Cap Value ETF6.1K sharesnew addition2025-09-302025-11-12 ICLN iShares Global Clean Energy ETF10.3K shares0.00%2025-09-302025-11-12 FORA Forian52.7K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available