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Disclosery

13F-HR filed by Aufman Associates Inc

Aufman Associates Inc filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-10, with 46 holding rows worth $142,039,752.

Accession
0001801573-24-000002
Filer
CIK 1801573
Filed
2024-05-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 46 entries on the cover page, a total value of $142,039,752 stated on the cover page (in dollars after the unit check, H1), rows summing to $142,039,752 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 ETF922908751SHS149,474$34,168,189dollars as filed
Vanguard S&P 500 ETF922908363COM69,515$33,415,653dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS471,301$23,645,180dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS100,449$9,346,779dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS26,619$6,276,566dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock55,410$4,171,265dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS7,112$3,739,170dollars as filed
Berkshire Hathaway Inc084670702COM7,790$3,275,851dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS54,710$3,208,768dollars as filed
CROWN CASTLE INC COM22822V101REIT21,200$2,243,596dollars as filed
REVVITY INC714046109COM18,529$1,945,545dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,719$1,327,485dollars as filed
Apple Inc037833100COM7,469$1,280,721dollars as filed
Microsoft Corp594918104COM2,214$931,346dollars as filed
EXXON MOBIL CORP30231G102COM7,301$848,625dollars as filed
VANGUARD STAR FDS921909768COM12,945$780,586dollars as filed
SPY78462F103SHS1,470$768,913dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS18,933$762,446dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,825$705,771dollars as filed
ISHARES TR46436E767COM13,545$611,543dollars as filed
ISHARES TR46435G516COM6,612$528,372dollars as filed
FIDELITY COMWLTH TR315912808COM7,540$485,576dollars as filed
MODERNA INC60770K107COM4,300$458,208dollars as filed
Johnson & Johnson478160104COM2,852$451,158dollars as filed
AbbVie,Inc.00287Y109COM2,461$448,106dollars as filed
Walt Disney Co254687106COM3,578$437,826dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,869$427,550dollars as filed
ALTO INGREDIENTS INC021513106COMMON STOCK192,912$420,548dollars as filed
ConocoPhillips20825C104COM2,818$358,675dollars as filed
Abbott Laboratories002824100COM3,051$346,777dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L4,799$323,429dollars as filed
UnitedHealth Group Inc91324P102COM625$309,357dollars as filed
IJH464287507COM5,045$306,433dollars as filed
PAYCHEX INC704326107COM2,350$288,580dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF6,989$279,928dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,812$273,485dollars as filed
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE6,555$272,599dollars as filed
VTI922908769COM1,046$271,929dollars as filed
PPL CORP COM69351T106Stock9,849$271,143dollars as filed
Chevron Corporation166764100COM1,693$267,091dollars as filed
Intel Corp458140100COM5,953$262,945dollars as filed
META PLATFORMS INC CL A30303M102COM533$258,845dollars as filed
Coca-Cola Company191216100COM4,045$247,480dollars as filed
PepsiCo,Inc.713448108COM1,191$208,437dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,445$206,456dollars as filed
FORIAN INC34630N106cs52,657$174,821dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001801573-24-000002this filing2024-05-10acceptance time not in the bulk data set