AA
| |
Aufman Associates Inc13F | |
| Aufman Associates Inc | |
| Last update 2025-05-14 | 57 Stocks (2 new) |
| Value $145.00 Mil | Turnover 3 % |
Aufman Associates Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 146,265 | 32,434.3 | -0.50% | 22.300 | -0.12% | 0.060 | +14.40% | +2.92% | 61,696.4 | ||
VOO | Vanguard S&P 500 ETF | 62,391 | 32,063.4 | -3.03% | 22.040 | -0.71% | 0.010 | +16.64% | +9.14% | 665,159.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 515,154 | 26,185.3 | +4.44% | 18.000 | +0.77% | 0.020 | +12.13% | +23.23% | 162,734.3 | ||
STX | Seagate Technology Holdings PLC | 83,599 | 7,101.7 | -0.63% | 4.880 | -0.03% | 0.040 | +85.59% | +80.02% | 32,532.9 | Hardware | |
VOT | Vanguard Mid-Cap Growth ETF | 25,706 | 6,288.7 | -2.16% | 4.320 | -0.10% | 0.040 | +19.03% | +15.19% | 16,325.5 | ||
IVV | iShares Core S&P 500 ETF | 7,789 | 4,376.6 | -0.26% | 3.010 | -0.01% | 0.000 | +16.60% | +9.12% | 643,276.9 | ||
BRK.B | Berkshire Hathaway Inc | 7,204 | 3,836.7 | -3.28% | 2.640 | -0.07% | 0.000 | -9.11% | +6.60% | 1,041,975.8 | Insurance | |
VEU | Vanguard FTSE All-World ex-US ETF | 52,962 | 3,212.7 | -0.62% | 2.210 | -0.01% | 0.010 | +12.15% | +21.06% | 45,217.0 | ||
MTX | Minerals Technologies Inc | 37,004 | 2,352.3 | +2.80% | 1.620 | +0.04% | 0.120 | +0.80% | -22.11% | 1,877.3 | Chemicals | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 96,175 | 2,270.7 | +627.88% | 1.560 | +1.35% | 0.010 | +11.41% | +7.04% | 19,067.5 |
Aufman Associates Inc's Historical Top Holdings Breakdowns
Aufman Associates Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Add Add | +1.35% | 23.03 ($24.17) 25.01 | $25.12 | 3.94% | Add 627.88% | 96,175 | 82,962 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.77% | 47.4 ($50.6) 52.99 | $58.19 | 15.01% | Add 4.44% | 515,154 | 21,901 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.71% | 507.05 ($540.58) 563.67 | $584.21 | 8.07% | Reduce -3.03% | 62,391 | -1,949 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Sold Out Sold Out | -0.16% | 225.19 ($254.94) 279.95 | $298.13 | 16.94% | Sold Out | 0 | -971 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Sold Out Sold Out | -0.16% | 165.25 ($194.34) 224.62 | $241.50 | 24.27% | Sold Out | 0 | -1,195 | |
DUK | Duke Energy Corp | 2025-03-31 | New Buy New Buy | +0.15% | 105.87 ($113.99) 121.97 | $119.80 | 5.10% | New holding | 1,828 | 1,828 | |
MCK | McKesson Corp | 2025-03-31 | New Buy New Buy | +0.14% | 566.21 ($618.25) 672.99 | $711.94 | 15.15% | New holding | 300 | 300 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.14% | 92.45 ($100.81) 106.69 | $113.50 | 12.58% | Sold Out | 0 | -2,075 | |
PG | Procter & Gamble Co | 2025-03-31 | Sold Out Sold Out | -0.14% | 158.56 ($167.49) 176.26 | $158.36 | -5.45% | Sold Out | 0 | -1,231 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.12% | 217.89 ($238.81) 252.64 | $245.49 | 2.80% | Reduce -0.5% | 146,265 | -732 |
Aufman Associates Inc Total Holding History ($B)
Aufman Associates Inc's Asset Allocation
Aufman Associates Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Aufman Associates Inc's Hypothetical Growth since 2025-03-31
Aufman Associates Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aufman Associates Inc's Holdings Heat Map
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Aufman Associates Inc's Holdings Bubble Chart
Aufman Associates Inc News
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