13F-HR filed by Aufman Associates Inc
Aufman Associates Inc filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 59 holding rows worth $148,131,349.
- Accession
- 0001801573-25-000001
- Filer
- CIK 1801573
- Filed
- 2025-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 59 entries on the cover page, a total value of $148,131,349 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,131,349 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap ETF | 922908751 | SHS | 146,997 | $35,320,341 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 64,340 | $34,667,287 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 493,253 | $23,587,379 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 84,126 | $7,260,915 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 26,273 | $6,666,678 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 7,809 | $4,596,998 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,448 | $3,376,029 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 53,293 | $3,059,545 | dollars as filed | |
| MINERALS TECHNOLOGIES INC COM | 603158106 | Stock | 35,997 | $2,743,331 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,208 | $1,804,980 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 18,450 | $1,674,522 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,180 | $1,557,717 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,157 | $1,330,698 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 37,571 | $1,153,805 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 9,339 | $1,042,326 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,133 | $982,404 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,177 | $893,715 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 20,130 | $846,459 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 14,193 | $836,406 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,355 | $794,138 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,857 | $754,713 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 13,618 | $677,097 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,768 | $641,753 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,331 | $591,958 | dollars as filed | |
| VTI | 922908769 | COM | 2,038 | $590,597 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,726 | $538,854 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 6,676 | $508,295 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 3,550 | $497,781 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 6,077 | $462,217 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 11,066 | $460,124 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,908 | $450,254 | dollars as filed | |
| ALTO INGREDIENTS INC | 021513106 | COMMON STOCK | 266,662 | $415,993 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,823 | $408,918 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,557 | $396,122 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,604 | $358,526 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,051 | $345,099 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 662 | $335,117 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 2,605 | $316,694 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,435 | $314,748 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 13,213 | $312,892 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,652 | $312,724 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,029 | $298,342 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 7,279 | $286,703 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,466 | $279,830 | dollars as filed | |
| SPDR INDEX SHS FDS | 78470E106 | ST STR MSCI EAFE | 6,730 | $267,935 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,737 | $264,128 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,523 | $260,864 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 2,859 | $259,969 | dollars as filed | |
| IJH | 464287507 | COM | 4,091 | $254,910 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,993 | $248,581 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 7,485 | $242,963 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,400 | $238,008 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,195 | $236,001 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 1,864 | $232,925 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 971 | $232,842 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,075 | $210,675 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,231 | $206,453 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 10,158 | $115,598 | dollars as filed | |
| FORIAN INC | 34630N106 | cs | 52,657 | $108,473 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001801573-25-000001 | this filing | 2025-02-12 | acceptance time not in the bulk data set |