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Disclosery

13F-HR filed by Aufman Associates Inc

Aufman Associates Inc filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-10, with 42 holding rows worth $117,492,341.

Accession
0001801573-23-000002
Filer
CIK 1801573
Filed
2023-05-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 42 entries on the cover page, a total value of $117,492,341 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,492,341 with VALUE read as dollars as filed, 13F file number 028-19776. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Small-Cap ETF922908751SHS148,061$28,066,354dollars as filed
Vanguard S&P 500 ETF922908363COM72,775$27,368,432dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS469,089$21,188,743dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS106,906$7,068,625dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS27,023$5,266,506dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS54,344$2,905,757dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,950$2,856,810dollars as filed
CROWN CASTLE INC COM22822V101REIT20,682$2,768,079dollars as filed
Berkshire Hathaway Inc084670702COM8,320$2,568,966dollars as filed
REVVITY INC714046109COM18,529$2,469,175dollars as filed
Apple Inc037833100COM7,843$1,293,338dollars as filed
Vanguard Total Bond Market ETF921937835SHS13,486$995,671dollars as filed
EXXON MOBIL CORP30231G102COM8,282$908,177dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,507$884,717dollars as filed
Microsoft Corp594918104COM2,568$740,265dollars as filed
VANGUARD STAR FDS921909768COM12,928$713,731dollars as filed
SPY78462F103SHS1,560$638,648dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,779$586,049dollars as filed
Johnson & Johnson478160104COM3,591$556,644dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS15,163$515,406dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock8,349$504,454dollars as filed
ISHARES TR46435G516COM6,848$491,974dollars as filed
ISHARES TR46436E767COM14,249$471,226dollars as filed
UnitedHealth Group Inc91324P102COM935$441,683dollars as filed
AbbVie,Inc.00287Y109COM2,668$425,202dollars as filed
Walt Disney Co254687106COM4,109$411,387dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,979$384,793dollars as filed
FIDELITY COMWLTH TR315912808COM7,540$361,543dollars as filed
ConocoPhillips20825C104COM3,490$346,243dollars as filed
Abbott Laboratories002824100COM3,051$308,944dollars as filed
Chevron Corporation166764100COM1,795$292,815dollars as filed
PPL CORP COM69351T106Stock10,467$290,878dollars as filed
Intel Corp458140100COM8,254$269,667dollars as filed
PAYCHEX INC704326107COM2,350$269,287dollars as filed
ALTO INGREDIENTS INC021513106COMMON STOCK172,803$259,205dollars as filed
IJH464287507COM1,009$252,411dollars as filed
Coca-Cola Company191216100COM3,995$247,810dollars as filed
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE6,375$236,130dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L4,022$220,888dollars as filed
PepsiCo,Inc.713448108COM1,191$217,119dollars as filed
VTI922908769COM1,053$215,002dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF5,206$213,587dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001801573-23-000002this filing2023-05-10acceptance time not in the bulk data set