The Analysis of Aufman Associates Inc's Holdings
Currently, Aufman Associates Inc holds 67 types of securities in its portfolio with a total value $195.1M. In the most recent quarter, they have increased their positions in FNDX (+477.1K shares, valued at $13.0M), MRNA (+25.7K shares, valued at $757.6K), BSV (+3.2K shares, valued at $253.4K); decreased their positions in N/A (-4.8K shares, valued at $1.3M), KHC (-18.9K shares, valued at $459.5K), N/A (-689 shares, valued at $432.1K); initiated new positions in BSV (+3.2K shares, valued at $253.4K), MAR (+702 shares, valued at $217.7K), CAT (+350 shares, valued at $200.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VB Vanguard Small-Cap Index ETF144.2K shares-0.15%2025-12-312026-02-11
VEA Vanguard Developed Markets Index ETF515.4K shares0.02%2025-12-312026-02-11 FNDX Schwab Fundamental US Large Company Index ETF574.6K shares489.19%2025-12-312026-02-11 VOT Vanguard Mid-Cap Growth Index ETF24.6K shares-0.75%2025-12-312026-02-11 IVV iShares Core S&P 500 Index ETF7.7K shares-0.84%2025-12-312026-02-11 VEU Vanguard FTSE All-World ex US Index ETF52.9K shares1.63%2025-12-312026-02-11 MTX Minerals Technologies38.0K shares0.00%2025-12-312026-02-11 AAPL Apple7.8K shares-7.76%2025-12-312026-02-11 MSFT Microsoft3.3K shares-0.51%2025-12-312026-02-11 Crown Castle Crown Castle16.4K shares0.00%2025-12-312026-02-11 MRNA Moderna43.2K shares146.73%2025-12-312026-02-11 VXUS Vanguard Total Int'l Stock Index ETF14.7K shares1.80%2025-12-312026-02-11 XOM Exxon Mobil9.0K shares0.02%2025-12-312026-02-11 VUG Vanguard Growth Index ETF2.1K shares3.13%2025-12-312026-02-11 ESML iShares ESG Aware MSCI USA Small-Cap ETF22.3K shares5.88%2025-12-312026-02-11 USXF iShares ESG Advanced MSCI USA ETF16.6K shares5.93%2025-12-312026-02-11 IWF iShares Russell 1000 Growth Index ETF1.9K shares0.00%2025-12-312026-02-11 SPY SPDR S&P 500 Index ETF1.3K shares-1.57%2025-12-312026-02-11 VO Vanguard Mid-Cap Index ETF2.9K shares0.41%2025-12-312026-02-11 RVTY Revvity8.3K shares-11.55%2025-12-312026-02-11 ABBV AbbVie3.3K shares0.00%2025-12-312026-02-11 JNJ Johnson & Johnson3.4K shares-8.91%2025-12-312026-02-11 ESGD iShares ESG Aware MSCI EAFE ETF6.9K shares1.60%2025-12-312026-02-11 Broadcom Broadcom1.9K shares0.05%2025-12-312026-02-11 VTI Vanguard Total Stock Market ETF1.9K shares0.37%2025-12-312026-02-11 IWD iShares Russell 1000 Value Index ETF2.3K shares0.00%2025-12-312026-02-11 IWP iShares Russell Mid-Cap Growth Index ETF3.5K shares0.00%2025-12-312026-02-11 IJR iShares Core S&P Small-Cap Index ETF3.9K shares0.25%2025-12-312026-02-11 CVX Chevron3.0K shares0.81%2025-12-312026-02-11 ONEQ Fidelity NASDAQ Composite Index ETF5.0K shares-18.23%2025-12-312026-02-11 DIS The Walt Disney Company4.0K shares-0.62%2025-12-312026-02-11 KHC Kraft Heinz Co18.6K shares-50.44%2025-12-312026-02-11 Alphabet Cl A Alphabet Cl A1.4K shares-12.40%2025-12-312026-02-11 ABT Abbott Laboratories3.1K shares0.00%2025-12-312026-02-11 SUSA iShares ESG Optimized MSCI USA ETF2.6K shares-0.31%2025-12-312026-02-11 PAYX Paychex3.2K shares0.00%2025-12-312026-02-11 EFAX SPDR MSCI EAFE Fossil Fuel Free ETF7.0K shares1.84%2025-12-312026-02-11 AMZN Amazon.com1.4K shares-1.28%2025-12-312026-02-11 TSM Taiwan Semiconductor Mfg ADR1.0K shares-13.81%2025-12-312026-02-11 TOTL SPDR DoubleLine Total Return Tactical ETF7.7K shares3.40%2025-12-312026-02-11 IVE iShares S&P 500 Value ETF1.5K shares0.00%2025-12-312026-02-11 EFA iShares MSCI EAFE ETF3.0K shares0.00%2025-12-312026-02-11 IJK iShares S&P Mid-Cap 400 Growth ETF2.9K shares0.00%2025-12-312026-02-11 IWN iShares Russell 2000 Value ETF1.5K shares0.00%2025-12-312026-02-11 IJH iShares Core S&P Mid-Cap Index ETF4.1K shares0.00%2025-12-312026-02-11 KO Coca-Cola3.8K shares0.03%2025-12-312026-02-11 PPL PPL7.5K shares0.00%2025-12-312026-02-11 PEP PepsiCo1.8K shares0.00%2025-12-312026-02-11 MCD McDonald's829 shares-22.74%2025-12-312026-02-11 BSV Vanguard Short-Term Bond ETF3.2K sharesnew addition2025-12-312026-02-11 MCK McKesson300 shares0.00%2025-12-312026-02-11 IJJ iShares S&P Mid-Cap 400 Value ETF1.9K shares0.00%2025-12-312026-02-11 COP ConocoPhillips2.4K shares0.00%2025-12-312026-02-11 MAR Marriott International702 sharesnew addition2025-12-312026-02-11 IBM International Business Machines729 shares0.00%2025-12-312026-02-11 UNH UnitedHealth Group652 shares0.00%2025-12-312026-02-11 VZ Verizon Communications5.2K shares0.00%2025-12-312026-02-11 FELV Fidelity Enhanced Large Cap Value ETF6.1K shares0.00%2025-12-312026-02-11 DMXF iShares ESG Advanced MSCI EAFE ETF2.8K shares3.34%2025-12-312026-02-11 CAT Caterpillar350 sharesnew addition2025-12-312026-02-11 ICLN iShares Global Clean Energy ETF10.3K shares0.00%2025-12-312026-02-11 FORA Forian52.7K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available