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Disclosery

13F-HR filed by Aufman Associates Inc

Aufman Associates Inc filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-11, with 43 holding rows worth $121,237,862.

Accession
0001801573-23-000004
Filer
CIK 1801573
Filed
2023-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 43 entries on the cover page, a total value of $121,237,862 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,237,862 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 ETF922908751SHS147,943$29,424,404dollars as filed
Vanguard S&P 500 ETF922908363COM71,543$29,138,009dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS465,877$21,514,216dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS106,653$6,598,621dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS27,030$5,561,979dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,944$3,095,132dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS54,854$2,984,622dollars as filed
Berkshire Hathaway Inc084670702COM8,160$2,782,560dollars as filed
CROWN CASTLE INC COM22822V101REIT20,682$2,356,507dollars as filed
REVVITY INC714046109COM18,529$2,201,060dollars as filed
Apple Inc037833100COM7,801$1,513,248dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,772$1,061,162dollars as filed
Vanguard Total Bond Market ETF921937835SHS12,642$918,981dollars as filed
EXXON MOBIL CORP30231G102COM7,774$833,726dollars as filed
Microsoft Corp594918104COM2,442$831,541dollars as filed
VANGUARD STAR FDS921909768COM13,072$733,091dollars as filed
SPY78462F103SHS1,529$677,775dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,789$614,013dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS15,717$558,273dollars as filed
ALTO INGREDIENTS INC021513106COMMON STOCK192,912$557,516dollars as filed
ISHARES TR46436E767COM14,002$503,356dollars as filed
ISHARES TR46435G516COM6,861$500,409dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock8,357$482,094dollars as filed
Johnson & Johnson478160104COM2,899$479,842dollars as filed
FIDELITY COMWLTH TR315912808COM7,540$407,763dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,987$397,287dollars as filed
ConocoPhillips20825C104COM3,295$341,395dollars as filed
AbbVie,Inc.00287Y109COM2,515$338,878dollars as filed
Abbott Laboratories002824100COM3,051$332,620dollars as filed
Walt Disney Co254687106COM3,568$318,547dollars as filed
UnitedHealth Group Inc91324P102COM625$300,510dollars as filed
Chevron Corporation166764100COM1,739$273,698dollars as filed
PPL CORP COM69351T106Stock10,329$273,305dollars as filed
IJH464287507COM1,009$263,833dollars as filed
PAYCHEX INC704326107COM2,350$262,895dollars as filed
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE6,498$244,632dollars as filed
Coca-Cola Company191216100COM4,044$243,526dollars as filed
VTI922908769COM1,057$232,889dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,860$222,642dollars as filed
PepsiCo,Inc.713448108COM1,191$220,597dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L3,818$219,781dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF5,263$213,434dollars as filed
Intel Corp458140100COM6,205$207,493dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001801573-23-000004this filing2023-08-11acceptance time not in the bulk data set