Aufman Associates Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Aufman Associates Inc reported 46 stock positions worth $142.0 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 24.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 23.5%) and Vanguard Ftse Developed ETF (VEA, 16.6%). Compared with Q4 2023, it opened 3 new positions, added to 13 and reduced 15. The biggest buy was a new position in Moderna (MRNA) and the biggest sale Minerals Technologies (MTX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001801573
- Portfolio Value
- $142.0M (Q1 2024)
- SEC Filing
- 0001801573-24-000002 ↗ filed May 10, 2024
Holdings Value
Holdings 46 stocks · $142.0M
| VB Vanguard Most SM-Cap ETF-Usd | 24.06% | 149,474 | $34.2M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 23.53% | 69,515 | $33.4M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 16.65% | 471,301 | $23.6M | Add +0.5% |
| STX Seagate Technology Holdings | 6.58% | 100,449 | $9.3M | Reduce -4.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.42% | 26,619 | $6.3M | Add +0.7% |
| MTX Minerals Technologies Inc. | 2.94% | 55,410 | $4.2M | Reduce -6.4% |
| IVV iShares Core S&P 500 ETF | 2.63% | 7,112 | $3.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.31% | 7,790 | $3.3M | Reduce -1.2% |
| VEU Vanguard Ftse All-World Ex-U | 2.26% | 54,710 | $3.2M | Reduce -2.3% |
| CCI Crown Castle Inc. | 1.58% | 21,200 | $2.2M | Add +2.5% |
| RVTY Revvity Inc. | 1.37% | 18,529 | $1.9M | No change |
| GOOG Alphabet Inc. Class C | 0.93% | 8,719 | $1.3M | Reduce -1.4% |
| AAPL Apple Inc. | 0.90% | 7,469 | $1.3M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.66% | 2,214 | $931K | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.60% | 7,301 | $849K | Reduce -3.2% |
| VXUS Vanguard Total Intl Stock | 0.55% | 12,945 | $781K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,470 | $769K | Reduce -2.6% |
| ESML iShares ESG Aware MSCI USA S | 0.54% | 18,933 | $762K | Add +11.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 2,825 | $706K | Add +0.4% |
| USXF iShares ESG Advance MSCI USA | 0.43% | 13,545 | $612K | Reduce -0.0% |
| ESGD iShares Trust iShares ESG Aw | 0.37% | 6,612 | $528K | Reduce -1.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.34% | 7,540 | $486K | No change |
| MRNA Moderna Inc. | 0.32% | 4,300 | $458K | New |
| JNJ Johnson & Johnson | 0.32% | 2,852 | $451K | No change |
| ABBV Abbvie Inc. | 0.32% | 2,461 | $448K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 3,578 | $438K | No change |
| IJR iShares Core S&P Small-Cap E | 0.30% | 3,869 | $428K | Add +0.2% |
| ALTO Alto Ingredients Inc. | 0.30% | 192,912 | $421K | No change |
| COP Conocophillips | 0.25% | 2,818 | $359K | Reduce -8.9% |
| ABT Abbott Laboratories | 0.24% | 3,051 | $347K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.23% | 4,799 | $323K | Add +24.4% |
| UNH Unitedhealth Group Inc. | 0.22% | 625 | $309K | No change |
| IJH iShares Core S&P Midcap ETF | 0.22% | 5,045 | $306K | No change |
| PAYX Paychex Inc. | 0.20% | 2,350 | $289K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.20% | 6,989 | $280K | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,812 | $273K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.19% | 6,555 | $273K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,046 | $272K | Reduce -0.7% |
| PPL PPL Corp. | 0.19% | 9,849 | $271K | Reduce -3.2% |
| CVX Chevron Corp. | 0.19% | 1,693 | $267K | Add +2.2% |
| INTC Intel Corp. | 0.19% | 5,953 | $263K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.18% | 533 | $259K | New |
| KO The Coca-Cola Co. | 0.17% | 4,045 | $247K | No change |
| PEP Pepsico Inc. | 0.15% | 1,191 | $208K | No change |
| IVW iShares S&P 500 Growth ETF | 0.15% | 2,445 | $206K | New |
| FORA Forian Inc. | 0.12% | 52,657 | $175K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| MTX Minerals Technologies Inc. | Reduce -6.4% | 2.94% | −0.25 |
| STX Seagate Technology Holdings | Reduce -4.7% | 6.58% | −0.21 |
| AAPL Apple Inc. | Reduce -1.4% | 0.90% | −0.20 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.3% | 2.26% | −0.11 |
| COP Conocophillips | Reduce -8.9% | 0.25% | −0.02 |
| PPL PPL Corp. | Reduce -3.2% | 0.19% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.7% | 0.37% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 0.93% | −0.01 |
| MSFT Microsoft Corp. | Reduce -4.9% | 0.66% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.54% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.19% | +0.00 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.0% | 0.43% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.60% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 2.31% | +0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 23.53% | +0.42 |
Portfolio Buys Q4 2023 → Q1 2024
| MRNA Moderna Inc. | New | 0.32% | +0.32 |
| META Meta Platforms Inc. Class A | New | 0.18% | +0.18 |
| IVW iShares S&P 500 Growth ETF | New | 0.15% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.5% | 24.06% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 2.63% | +0.08 |
| ESML iShares ESG Aware MSCI USA S | Add +11.0% | 0.54% | +0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +24.4% | 0.23% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.7% | 4.42% | +0.04 |
| TOTL SS Doubleline TR Tact ETF | Add +12.9% | 0.20% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.50% | +0.00 |
| CVX Chevron Corp. | Add +2.2% | 0.19% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.30% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 0.55% | −0.01 |
| INTC Intel Corp. | Add +0.1% | 0.19% | −0.04 |
| CCI Crown Castle Inc. | Add +2.5% | 1.58% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 16.65% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $250.9M | STX, VB, VOO, VEA, FNDX |
| Q1 2026 | 65 | $203.8M | VB, VOO, VEA, STX, FNDX |
| Q4 2025 | 67 | $195.1M | VOO, VB, VEA, STX, FNDX |
| Q3 2025 | 66 | $177.7M | VOO, VB, VEA, STX, VOT |
| Q2 2025 | 64 | $162.2M | VOO, VB, VEA, STX, VOT |
| Q1 2025 | 57 | $145.5M | VB, VOO, VEA, STX, VOT |
| Q4 2024 | 59 | $148.1M | VB, VOO, VEA, STX, VOT |
| Q3 2024 | 64 | $155.6M | VB, VOO, VEA, STX, VOT |
| Q2 2024 | 46 | $140.5M | VOO, VB, VEA, STX, VOT |
| Q1 2024 | 46 | $142.0M | VB, VOO, VEA, STX, VOT |