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The Analysis of Aufman Associates Inc's Holdings & P&L

Currently, Aufman Associates Inc holds 65 types of securities in its portfolio with a total value $203.8M. In the most recent quarter, they have increased their positions in FNDX (+104.1K shares, valued at $2.9M), MRNA (+13.8K shares, valued at $665.5K), USXF (+1.6K shares, valued at $88.5K); decreased their positions in VEA (-8.2K shares, valued at $526.7K), N/A (-785 shares, valued at $469.1K), VB (-1.5K shares, valued at $384.8K).

1M P&L

+3.4M+2.30%

3M P&L

-4.0M-2.59%

HY P&L

+7.8M+5.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A117.1M

87.0%

2Biotechnology2.7M

2.0%

3Specialty Chemicals2.7M

2.0%

Top Industries by Stock Count

1N/A32 stocks

56.1%

2Drug Manufacturers - General2 stocks

3.5%

3Beverages - Non-Alcoholic2 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB Vanguard Small-Cap Index ETF142.8K shares-1.02%2026-03-312026-05-15

Vanguard 500 Index ETF Vanguard 500 Index ETF59.7K shares-1.30%2026-03-312026-05-15

VEA Vanguard Developed Markets Index ETF507.2K shares-1.59%2026-03-312026-05-15

Seagate Technology Holdings Seagate Technology Holdings65.5K shares-0.08%2026-03-312026-05-15

FNDX Schwab Fundamental US Large Company Index ETF678.7K shares18.11%2026-03-312026-05-15

VOT Vanguard Mid-Cap Growth Index ETF24.7K shares0.16%2026-03-312026-05-15

IVV iShares Core S&P 500 Index ETF7.6K shares-0.99%2026-03-312026-05-15

VEU Vanguard FTSE All-World ex US Index ETF52.2K shares-1.29%2026-03-312026-05-15

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Berkshire Hathaway Cl B Berkshire Hathaway Cl B6.8K shares0.00%2026-03-312026-05-15

MRNA Moderna57.0K shares31.94%2026-03-312026-05-15

MTX Minerals Technologies38.0K shares0.00%2026-03-312026-05-15

Alphabet Cl C Alphabet Cl C7.1K shares0.74%2026-03-312026-05-15

AAPL Apple7.7K shares-0.27%2026-03-312026-05-15

XOM Exxon Mobil8.6K shares-4.28%2026-03-312026-05-15

MSFT Microsoft3.3K shares0.03%2026-03-312026-05-15

Crown Castle Crown Castle14.3K shares-12.85%2026-03-312026-05-15

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VXUS Vanguard Total Int'l Stock Index ETF14.7K shares0.06%2026-03-312026-05-15

ESML iShares ESG Aware MSCI USA Small-Cap ETF22.1K shares-0.88%2026-03-312026-05-15

USXF iShares ESG Advanced MSCI USA ETF18.2K shares9.67%2026-03-312026-05-15

VUG Vanguard Growth Index ETF1.9K shares-7.81%2026-03-312026-05-15

VO Vanguard Mid-Cap Index ETF2.9K shares-0.03%2026-03-312026-05-15

IWF iShares Russell 1000 Growth Index ETF1.9K shares0.00%2026-03-312026-05-15

SPY SPDR S&P 500 Index ETF1.2K shares-2.47%2026-03-312026-05-15

JNJ Johnson & Johnson3.2K shares-5.63%2026-03-312026-05-15

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RVTY Revvity8.3K shares0.00%2026-03-312026-05-15

ABBV AbbVie3.3K shares0.00%2026-03-312026-05-15

ESGD iShares ESG Aware MSCI EAFE ETF6.9K shares0.00%2026-03-312026-05-15

CVX Chevron3.0K shares0.33%2026-03-312026-05-15

VTI Vanguard Total Stock Market ETF1.9K shares0.21%2026-03-312026-05-15

Broadcom Broadcom1.9K shares0.05%2026-03-312026-05-15

IWD iShares Russell 1000 Value Index ETF2.3K shares0.00%2026-03-312026-05-15

IJR iShares Core S&P Small-Cap Index ETF3.9K shares0.10%2026-03-312026-05-15

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IWP iShares Russell Mid-Cap Growth Index ETF3.5K shares0.00%2026-03-312026-05-15

Merck & Company Merck & Company3.7K shares-0.78%2026-03-312026-05-15

ONEQ Fidelity NASDAQ Composite Index ETF5.0K shares0.00%2026-03-312026-05-15

KHC Kraft Heinz Co18.6K shares0.00%2026-03-312026-05-15

Alphabet Cl A Alphabet Cl A1.3K shares-1.32%2026-03-312026-05-15

DIS The Walt Disney Company4.0K shares0.00%2026-03-312026-05-15

SUSA iShares ESG Optimized MSCI USA ETF2.7K shares4.30%2026-03-312026-05-15

TSM Taiwan Semiconductor Mfg ADR1.0K shares0.00%2026-03-312026-05-15

Sponsored

EFAX SPDR MSCI EAFE Fossil Fuel Free ETF7.0K shares0.00%2026-03-312026-05-15

COP ConocoPhillips2.4K shares0.00%2026-03-312026-05-15

ABT Abbott Laboratories3.1K shares0.00%2026-03-312026-05-15

TOTL SPDR DoubleLine Total Return Tactical ETF7.7K shares-0.93%2026-03-312026-05-15

PAYX Paychex3.2K shares0.00%2026-03-312026-05-15

EFA iShares MSCI EAFE ETF3.0K shares0.00%2026-03-312026-05-15

KO Coca-Cola3.8K shares0.00%2026-03-312026-05-15

AMZN Amazon.com1.4K shares-0.14%2026-03-312026-05-15

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PPL PPL7.5K shares0.00%2026-03-312026-05-15

IWN iShares Russell 2000 Value ETF1.5K shares0.00%2026-03-312026-05-15

PEP PepsiCo1.8K shares0.00%2026-03-312026-05-15

IJH iShares Core S&P Mid-Cap Index ETF4.1K shares0.00%2026-03-312026-05-15

IVE iShares S&P 500 Value ETF1.3K shares-10.78%2026-03-312026-05-15

VZ Verizon Communications5.2K shares0.00%2026-03-312026-05-15

MCK McKesson300 shares0.00%2026-03-312026-05-15

MCD McDonald's829 shares0.00%2026-03-312026-05-15

Sponsored

BSV Vanguard Short-Term Bond ETF3.2K shares0.53%2026-03-312026-05-15

CAT Caterpillar350 shares0.00%2026-03-312026-05-15

IJJ iShares S&P Mid-Cap 400 Value ETF1.9K shares0.00%2026-03-312026-05-15

MAR Marriott International702 shares0.00%2026-03-312026-05-15

FELV Fidelity Enhanced Large Cap Value ETF6.1K shares0.00%2026-03-312026-05-15

DMXF iShares ESG Advanced MSCI EAFE ETF2.8K shares0.00%2026-03-312026-05-15

IJK iShares S&P Mid-Cap 400 Growth ETF2.0K shares-30.47%2026-03-312026-05-15

ICLN iShares Global Clean Energy ETF10.3K shares0.00%2026-03-312026-05-15

Sponsored

FORA Forian52.7K shares0.00%2026-03-312026-05-15

Vanguard Small-Cap Index ETF

-1.02%

Shares142.8K

Event2026-03-31

Filed2026-05-15

Vanguard 500 Index ETF

-1.30%

Shares59.7K

Event2026-03-31

Filed2026-05-15

VEA

Vanguard Developed Markets Index ETF

-1.59%

Shares507.2K

Event2026-03-31

Filed2026-05-15

Seagate Technology Holdings

-0.08%

Shares65.5K

Event2026-03-31

Filed2026-05-15

FNDX

Schwab Fundamental US Large Company Index ETF

18.11%

Shares678.7K

Event2026-03-31

Filed2026-05-15

VOT

Vanguard Mid-Cap Growth Index ETF

0.16%

Shares24.7K

Event2026-03-31

Filed2026-05-15

IVV

iShares Core S&P 500 Index ETF

-0.99%

Shares7.6K

Event2026-03-31

Filed2026-05-15

VEU

Vanguard FTSE All-World ex US Index ETF

-1.29%

Shares52.2K

Event2026-03-31

Filed2026-05-15

Berkshire Hathaway Cl B

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

MRNA

Moderna

31.94%

Shares57.0K

Event2026-03-31

Filed2026-05-15

MTX

Minerals Technologies

0.00%

Shares38.0K

Event2026-03-31

Filed2026-05-15

Alphabet Cl C

0.74%

Shares7.1K

Event2026-03-31

Filed2026-05-15

AAPL

Apple

-0.27%

Shares7.7K

Event2026-03-31

Filed2026-05-15

XOM

Exxon Mobil

-4.28%

Shares8.6K

Event2026-03-31

Filed2026-05-15

MSFT

Microsoft

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-15

Crown Castle

-12.85%

Shares14.3K

Event2026-03-31

Filed2026-05-15

VXUS

Vanguard Total Int'l Stock Index ETF

0.06%

Shares14.7K

Event2026-03-31

Filed2026-05-15

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

-0.88%

Shares22.1K

Event2026-03-31

Filed2026-05-15

USXF

iShares ESG Advanced MSCI USA ETF

9.67%

Shares18.2K

Event2026-03-31

Filed2026-05-15

VUG

Vanguard Growth Index ETF

-7.81%

Shares1.9K

Event2026-03-31

Filed2026-05-15

Vanguard Mid-Cap Index ETF

-0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-15

IWF

iShares Russell 1000 Growth Index ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 Index ETF

-2.47%

Shares1.2K

Event2026-03-31

Filed2026-05-15

JNJ

Johnson & Johnson

-5.63%

Shares3.2K

Event2026-03-31

Filed2026-05-15

RVTY

Revvity

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-15

ABBV

AbbVie

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

ESGD

iShares ESG Aware MSCI EAFE ETF

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-15

CVX

Chevron

0.33%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VTI

Vanguard Total Stock Market ETF

0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-15

Broadcom

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-15

IWD

iShares Russell 1000 Value Index ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

IJR

iShares Core S&P Small-Cap Index ETF

0.10%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IWP

iShares Russell Mid-Cap Growth Index ETF

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

Merck & Company

-0.78%

Shares3.7K

Event2026-03-31

Filed2026-05-15

ONEQ

Fidelity NASDAQ Composite Index ETF

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

KHC

Kraft Heinz Co

0.00%

Shares18.6K

Event2026-03-31

Filed2026-05-15

Alphabet Cl A

-1.32%

Shares1.3K

Event2026-03-31

Filed2026-05-15

DIS

The Walt Disney Company

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

SUSA

iShares ESG Optimized MSCI USA ETF

4.30%

Shares2.7K

Event2026-03-31

Filed2026-05-15

TSM

Taiwan Semiconductor Mfg ADR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

EFAX

SPDR MSCI EAFE Fossil Fuel Free ETF

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

COP

ConocoPhillips

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ABT

Abbott Laboratories

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

TOTL

SPDR DoubleLine Total Return Tactical ETF

-0.93%

Shares7.7K

Event2026-03-31

Filed2026-05-15

PAYX

Paychex

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

EFA

iShares MSCI EAFE ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

Coca-Cola

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

AMZN

Amazon.com

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-15

PPL

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

IWN

iShares Russell 2000 Value ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

PEP

PepsiCo

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IJH

iShares Core S&P Mid-Cap Index ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IVE

iShares S&P 500 Value ETF

-10.78%

Shares1.3K

Event2026-03-31

Filed2026-05-15

Verizon Communications

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

MCK

McKesson

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

MCD

McDonald's

0.00%

Shares829

Event2026-03-31

Filed2026-05-15

BSV

Vanguard Short-Term Bond ETF

0.53%

Shares3.2K

Event2026-03-31

Filed2026-05-15

CAT

Caterpillar

0.00%

Shares350

Event2026-03-31

Filed2026-05-15

IJJ

iShares S&P Mid-Cap 400 Value ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MAR

Marriott International

0.00%

Shares702

Event2026-03-31

Filed2026-05-15

FELV

Fidelity Enhanced Large Cap Value ETF

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

DMXF

iShares ESG Advanced MSCI EAFE ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

IJK

iShares S&P Mid-Cap 400 Growth ETF

-30.47%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ICLN

iShares Global Clean Energy ETF

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-15

FORA

Forian

0.00%

Shares52.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available