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Disclosery

13F-HR filed by Aufman Associates Inc

Aufman Associates Inc filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-13, with 43 holding rows worth $119,209,256.

Accession
0001801573-23-000005
Filer
CIK 1801573
Filed
2023-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 43 entries on the cover page, a total value of $119,209,256 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,209,256 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 ETF922908751SHS148,212$28,022,426dollars as filed
Vanguard S&P 500 ETF922908363COM70,431$27,658,269dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS466,167$20,380,826dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS106,415$7,018,069dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS26,718$5,203,811dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock74,187$4,062,474dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,926$2,974,349dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS55,159$2,861,091dollars as filed
Berkshire Hathaway Inc084670702COM7,972$2,792,592dollars as filed
REVVITY INC714046109COM18,529$2,051,160dollars as filed
CROWN CASTLE INC COM22822V101REIT20,682$1,903,364dollars as filed
Apple Inc037833100COM7,648$1,309,373dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,708$1,148,182dollars as filed
EXXON MOBIL CORP30231G102COM7,775$914,235dollars as filed
ALTO INGREDIENTS INC021513106COMMON STOCK192,912$852,671dollars as filed
Microsoft Corp594918104COM2,400$757,949dollars as filed
VANGUARD STAR FDS921909768COM13,117$702,011dollars as filed
SPY78462F103SHS1,529$653,617dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,799$582,943dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS17,287$581,712dollars as filed
ISHARES TR46436E767COM14,002$485,294dollars as filed
ISHARES TR46435G516COM6,861$474,335dollars as filed
Johnson & Johnson478160104COM2,852$444,199dollars as filed
ConocoPhillips20825C104COM3,295$394,741dollars as filed
FIDELITY COMWLTH TR315912808COM7,540$392,005dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,987$376,077dollars as filed
AbbVie,Inc.00287Y109COM2,460$366,754dollars as filed
UnitedHealth Group Inc91324P102COM625$315,254dollars as filed
Abbott Laboratories002824100COM3,051$295,489dollars as filed
Walt Disney Co254687106COM3,568$289,183dollars as filed
Chevron Corporation166764100COM1,704$287,299dollars as filed
PAYCHEX INC704326107COM2,350$271,026dollars as filed
IJH464287507COM1,009$251,594dollars as filed
PPL CORP COM69351T106Stock10,271$241,985dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,839$240,652dollars as filed
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE6,498$230,485dollars as filed
Coca-Cola Company191216100COM4,044$226,401dollars as filed
VTI922908769COM1,061$225,416dollars as filed
Intel Corp458140100COM6,205$220,587dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF5,573$215,402dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L3,836$214,721dollars as filed
PepsiCo,Inc.713448108COM1,191$201,803dollars as filed
FORIAN INC34630N106cs52,657$117,430dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001801573-23-000005this filing2023-11-13acceptance time not in the bulk data set