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Disclosery

13F-HR filed by Aufman Associates Inc

Aufman Associates Inc filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-09, with 46 holding rows worth $140,483,942.

Accession
0001801573-24-000003
Filer
CIK 1801573
Filed
2024-08-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 46 entries on the cover page, a total value of $140,483,942 stated on the cover page (in dollars after the unit check, H1), rows summing to $140,483,942 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 S&P 500 ETF922908363COM67,518$33,767,874dollars as filed
Vanguard Small-Cap ETF922908751SHS149,181$32,527,413dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS472,689$23,360,313dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS98,328$10,154,333dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS26,537$6,091,870dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS7,127$3,900,173dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS55,062$3,228,824dollars as filed
Berkshire Hathaway Inc084670702COM7,916$3,220,229dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock35,410$2,944,696dollars as filed
CROWN CASTLE INC COM22822V101REIT21,200$2,071,240dollars as filed
REVVITY INC714046109COM16,186$1,697,264dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,751$1,605,066dollars as filed
Apple Inc037833100COM7,568$1,593,958dollars as filed
Microsoft Corp594918104COM2,378$1,063,054dollars as filed
EXXON MOBIL CORP30231G102COM7,291$839,289dollars as filed
VANGUARD STAR FDS921909768COM13,916$839,116dollars as filed
SPY78462F103SHS1,470$800,003dollars as filed
MODERNA INC60770K107COM6,506$772,588dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS18,628$717,162dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,825$683,852dollars as filed
ISHARES TR46436E767COM13,571$632,123dollars as filed
VTI922908769COM2,067$552,970dollars as filed
FIDELITY COMWLTH TR315912808COM7,540$527,272dollars as filed
ISHARES TR46435G516COM6,652$524,006dollars as filed
AbbVie,Inc.00287Y109COM2,461$422,098dollars as filed
Johnson & Johnson478160104COM2,846$415,971dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,877$413,477dollars as filed
Walt Disney Co254687106COM3,557$353,192dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,813$330,238dollars as filed
UnitedHealth Group Inc91324P102COM632$322,050dollars as filed
Abbott Laboratories002824100COM3,051$317,029dollars as filed
ConocoPhillips20825C104COM2,706$309,512dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L4,500$301,434dollars as filed
IJH464287507COM5,045$295,233dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF7,071$280,842dollars as filed
ALTO INGREDIENTS INC021513106COMMON STOCK192,912$278,758dollars as filed
PAYCHEX INC704326107COM2,350$278,616dollars as filed
Amazon.com, Inc023135106COM1,417$273,768dollars as filed
Chevron Corporation166764100COM1,748$273,465dollars as filed
PPL CORP COM69351T106Stock9,849$272,325dollars as filed
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE6,660$271,653dollars as filed
Coca-Cola Company191216100COM3,903$248,395dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,439$225,705dollars as filed
Vanguard Growth922908736COM567$211,990dollars as filed
FORIAN INC34630N106cs52,657$139,541dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM10,057$133,962dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001801573-24-000003this filing2024-08-09acceptance time not in the bulk data set