Filed: 2/12/2025ACC: 0001801573-25-000001
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $148.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$148.13M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
ETF$117.25M79.2%
STOCK$28.97M19.6%
REIT$1.67M1.1%
ADR$236.0K0.2%
Portfolio Concentration
Top 3$93.58M63.2%
4–10$29.51M19.9%
11–25$14.37M9.7%
Rest$10.68M7.2%
Top 3 weight
63.2%
Top 10 weight
83.1%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
Vanguard Small-Cap Index ETF
SOLEShares147K
TypeSH
Market value$35.32M
23.84%
Sole
0.00
Shared
0.00
None
147K
Vanguard 500 Index ETF
SOLEShares64.34K
TypeSH
Market value$34.67M
23.40%
Sole
0.00
Shared
0.00
None
64.34K
Vanguard Developed Markets Index ETF
SOLEShares493.25K
TypeSH
Market value$23.59M
15.92%
Sole
0.00
Shared
0.00
None
493.25K
Seagate Technology Holdings
SOLEShares84.13K
TypeSH
Market value$7.26M
4.90%
Sole
0.00
Shared
0.00
None
84.13K
Vanguard Mid-Cap Growth Index ETF
SOLEShares26.27K
TypeSH
Market value$6.67M
4.50%
Sole
0.00
Shared
0.00
None
26.27K
iShares Core S&P 500 Index ETF
SOLEShares7.81K
TypeSH
Market value$4.60M
3.10%
Sole
0.00
Shared
0.00
None
7.81K
Berkshire Hathaway Cl B
SOLEShares7.45K
TypeSH
Market value$3.38M
2.28%
Sole
0.00
Shared
0.00
None
7.45K
Vanguard FTSE All-World ex US Index ETF
SOLEShares53.29K
TypeSH
Market value$3.06M
2.07%
Sole
0.00
Shared
0.00
None
53.29K
Minerals Technologies
SOLEShares36K
TypeSH
Market value$2.74M
1.85%
Sole
0.00
Shared
0.00
None
36K
Apple
SOLEShares7.21K
TypeSH
Market value$1.80M
1.22%
Sole
0.00
Shared
0.00
None
7.21K
Crown Castle
SOLEShares18.45K
TypeSH
Market value$1.67M
1.13%
Sole
0.00
Shared
0.00
None
18.45K
Alphabet Cl C
SOLEShares8.18K
TypeSH
Market value$1.56M
1.05%
Sole
0.00
Shared
0.00
None
8.18K
Microsoft
SOLEShares3.16K
TypeSH
Market value$1.33M
0.90%
Sole
0.00
Shared
0.00
None
3.16K
Kraft Heinz Co
SOLEShares37.57K
TypeSH
Market value$1.15M
0.78%
Sole
0.00
Shared
0.00
None
37.57K
Revvity
SOLEShares9.34K
TypeSH
Market value$1.04M
0.70%
Sole
0.00
Shared
0.00
None
9.34K
Exxon Mobil
SOLEShares9.13K
TypeSH
Market value$982.4K
0.66%
Sole
0.00
Shared
0.00
None
9.13K
Vanguard Growth Index ETF
SOLEShares2.18K
TypeSH
Market value$893.7K
0.60%
Sole
0.00
Shared
0.00
None
2.18K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares20.13K
TypeSH
Market value$846.5K
0.57%
Sole
0.00
Shared
0.00
None
20.13K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.19K
TypeSH
Market value$836.4K
0.56%
Sole
0.00
Shared
0.00
None
14.19K
SPDR S&P 500 Index ETF
SOLEShares1.35K
TypeSH
Market value$794.1K
0.54%
Sole
0.00
Shared
0.00
None
1.35K
Vanguard Mid-Cap Index ETF
SOLEShares2.86K
TypeSH
Market value$754.7K
0.51%
Sole
0.00
Shared
0.00
None
2.86K
iShares ESG Advanced MSCI USA ETF
SOLEShares13.62K
TypeSH
Market value$677.1K
0.46%
Sole
0.00
Shared
0.00
None
13.62K
Broadcom
SOLEShares2.77K
TypeSH
Market value$641.8K
0.43%
Sole
0.00
Shared
0.00
None
2.77K
AbbVie
SOLEShares3.33K
TypeSH
Market value$592.0K
0.40%
Sole
0.00
Shared
0.00
None
3.33K
Vanguard Total Stock Market ETF
SOLEShares2.04K
TypeSH
Market value$590.6K
0.40%
Sole
0.00
Shared
0.00
None
2.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Small-Cap Index ETFSOLE | ETF | 147K | SH | $35.32M 23.84% | 0.00 | 0.00 | 147K |
Vanguard 500 Index ETFSOLE | ETF | 64.34K | SH | $34.67M 23.40% | 0.00 | 0.00 | 64.34K |
Vanguard Developed Markets Index ETFSOLE | ETF | 493.25K | SH | $23.59M 15.92% | 0.00 | 0.00 | 493.25K |
Seagate Technology HoldingsSOLE | Stock | 84.13K | SH | $7.26M 4.90% | 0.00 | 0.00 | 84.13K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 26.27K | SH | $6.67M 4.50% | 0.00 | 0.00 | 26.27K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.81K | SH | $4.60M 3.10% | 0.00 | 0.00 | 7.81K |
Berkshire Hathaway Cl BSOLE | Stock | 7.45K | SH | $3.38M 2.28% | 0.00 | 0.00 | 7.45K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 53.29K | SH | $3.06M 2.07% | 0.00 | 0.00 | 53.29K |
Minerals TechnologiesSOLE | Stock | 36K | SH | $2.74M 1.85% | 0.00 | 0.00 | 36K |
AppleSOLE | Stock | 7.21K | SH | $1.80M 1.22% | 0.00 | 0.00 | 7.21K |
Crown CastleSOLE | REIT | 18.45K | SH | $1.67M 1.13% | 0.00 | 0.00 | 18.45K |
Alphabet Cl CSOLE | Stock | 8.18K | SH | $1.56M 1.05% | 0.00 | 0.00 | 8.18K |
MicrosoftSOLE | Stock | 3.16K | SH | $1.33M 0.90% | 0.00 | 0.00 | 3.16K |
Kraft Heinz CoSOLE | Stock | 37.57K | SH | $1.15M 0.78% | 0.00 | 0.00 | 37.57K |
RevvitySOLE | Stock | 9.34K | SH | $1.04M 0.70% | 0.00 | 0.00 | 9.34K |
Exxon MobilSOLE | Stock | 9.13K | SH | $982.4K 0.66% | 0.00 | 0.00 | 9.13K |
Vanguard Growth Index ETFSOLE | ETF | 2.18K | SH | $893.7K 0.60% | 0.00 | 0.00 | 2.18K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 20.13K | SH | $846.5K 0.57% | 0.00 | 0.00 | 20.13K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.19K | SH | $836.4K 0.56% | 0.00 | 0.00 | 14.19K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.35K | SH | $794.1K 0.54% | 0.00 | 0.00 | 1.35K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.86K | SH | $754.7K 0.51% | 0.00 | 0.00 | 2.86K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 13.62K | SH | $677.1K 0.46% | 0.00 | 0.00 | 13.62K |
BroadcomSOLE | Stock | 2.77K | SH | $641.8K 0.43% | 0.00 | 0.00 | 2.77K |
AbbVieSOLE | Stock | 3.33K | SH | $592.0K 0.40% | 0.00 | 0.00 | 3.33K |
Vanguard Total Stock Market ETFSOLE | ETF | 2.04K | SH | $590.6K 0.40% | 0.00 | 0.00 | 2.04K |
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