Filed: 5/14/2025ACC: 0001801573-25-000002
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $145.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$145.45M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
ETF$115.28M79.3%
STOCK$28.19M19.4%
REIT$1.98M1.4%
Portfolio Concentration
Top 3$90.68M62.3%
4–10$29.44M20.2%
11–25$15.10M10.4%
Rest$10.23M7.0%
Top 3 weight
62.3%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 1.63M
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
1.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:
Vanguard Small-Cap Index ETF
SOLEShares146.26K
TypeSH
Market value$32.43M
22.30%
Sole
0.00
Shared
0.00
None
146.26K
Vanguard 500 Index ETF
SOLEShares62.39K
TypeSH
Market value$32.06M
22.04%
Sole
0.00
Shared
0.00
None
62.39K
Vanguard Developed Markets Index ETF
SOLEShares515.15K
TypeSH
Market value$26.19M
18.00%
Sole
0.00
Shared
0.00
None
515.15K
Seagate Technology Holdings
SOLEShares83.60K
TypeSH
Market value$7.10M
4.88%
Sole
0.00
Shared
0.00
None
83.60K
Vanguard Mid-Cap Growth Index ETF
SOLEShares25.71K
TypeSH
Market value$6.29M
4.32%
Sole
0.00
Shared
0.00
None
25.70K
iShares Core S&P 500 Index ETF
SOLEShares7.79K
TypeSH
Market value$4.38M
3.01%
Sole
0.00
Shared
0.00
None
7.79K
Berkshire Hathaway Cl B
SOLEShares7.20K
TypeSH
Market value$3.84M
2.64%
Sole
0.00
Shared
0.00
None
7.20K
Vanguard FTSE All-World ex US Index ETF
SOLEShares52.96K
TypeSH
Market value$3.21M
2.21%
Sole
0.00
Shared
0.00
None
52.96K
Minerals Technologies
SOLEShares37K
TypeSH
Market value$2.35M
1.62%
Sole
0.00
Shared
0.00
None
37K
Schwab Fundamental US Large Company Index ETF
SOLEShares96.17K
TypeSH
Market value$2.27M
1.56%
Sole
0.00
Shared
0.00
None
96.17K
Crown Castle
SOLEShares19.03K
TypeSH
Market value$1.98M
1.36%
Sole
0.00
Shared
0.00
None
19.03K
Apple
SOLEShares7.30K
TypeSH
Market value$1.62M
1.12%
Sole
0.00
Shared
0.00
None
7.30K
Alphabet Cl C
SOLEShares7.83K
TypeSH
Market value$1.22M
0.84%
Sole
0.00
Shared
0.00
None
7.83K
Microsoft
SOLEShares3.13K
TypeSH
Market value$1.18M
0.81%
Sole
0.00
Shared
0.00
None
3.13K
Kraft Heinz Co
SOLEShares37.57K
TypeSH
Market value$1.14M
0.79%
Sole
0.00
Shared
0.00
None
37.57K
Exxon Mobil
SOLEShares9.13K
TypeSH
Market value$1.09M
0.75%
Sole
0.00
Shared
0.00
None
9.13K
Revvity
SOLEShares9.34K
TypeSH
Market value$988.1K
0.68%
Sole
0.00
Shared
0.00
None
9.34K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.23K
TypeSH
Market value$883.9K
0.61%
Sole
0.00
Shared
0.00
None
14.23K
Vanguard Growth Index ETF
SOLEShares2.16K
TypeSH
Market value$799.4K
0.55%
Sole
0.00
Shared
0.00
None
2.15K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares20.18K
TypeSH
Market value$775.2K
0.53%
Sole
0.00
Shared
0.00
None
20.18K
Vanguard Mid-Cap Index ETF
SOLEShares2.87K
TypeSH
Market value$742.3K
0.51%
Sole
0.00
Shared
0.00
None
2.87K
SPDR S&P 500 Index ETF
SOLEShares1.33K
TypeSH
Market value$741.8K
0.51%
Sole
0.00
Shared
0.00
None
1.33K
AbbVie
SOLEShares3.26K
TypeSH
Market value$683.3K
0.47%
Sole
0.00
Shared
0.00
None
3.26K
iShares ESG Advanced MSCI USA ETF
SOLEShares13.65K
TypeSH
Market value$636.9K
0.44%
Sole
0.00
Shared
0.00
None
13.65K
Johnson & Johnson
SOLEShares3.73K
TypeSH
Market value$617.9K
0.42%
Sole
0.00
Shared
0.00
None
3.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Small-Cap Index ETFSOLE | ETF | 146.26K | SH | $32.43M 22.30% | 0.00 | 0.00 | 146.26K |
Vanguard 500 Index ETFSOLE | ETF | 62.39K | SH | $32.06M 22.04% | 0.00 | 0.00 | 62.39K |
Vanguard Developed Markets Index ETFSOLE | ETF | 515.15K | SH | $26.19M 18.00% | 0.00 | 0.00 | 515.15K |
Seagate Technology HoldingsSOLE | Stock | 83.60K | SH | $7.10M 4.88% | 0.00 | 0.00 | 83.60K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 25.71K | SH | $6.29M 4.32% | 0.00 | 0.00 | 25.70K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.79K | SH | $4.38M 3.01% | 0.00 | 0.00 | 7.79K |
Berkshire Hathaway Cl BSOLE | Stock | 7.20K | SH | $3.84M 2.64% | 0.00 | 0.00 | 7.20K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.96K | SH | $3.21M 2.21% | 0.00 | 0.00 | 52.96K |
Minerals TechnologiesSOLE | Stock | 37K | SH | $2.35M 1.62% | 0.00 | 0.00 | 37K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 96.17K | SH | $2.27M 1.56% | 0.00 | 0.00 | 96.17K |
Crown CastleSOLE | REIT | 19.03K | SH | $1.98M 1.36% | 0.00 | 0.00 | 19.03K |
AppleSOLE | Stock | 7.30K | SH | $1.62M 1.12% | 0.00 | 0.00 | 7.30K |
Alphabet Cl CSOLE | Stock | 7.83K | SH | $1.22M 0.84% | 0.00 | 0.00 | 7.83K |
MicrosoftSOLE | Stock | 3.13K | SH | $1.18M 0.81% | 0.00 | 0.00 | 3.13K |
Kraft Heinz CoSOLE | Stock | 37.57K | SH | $1.14M 0.79% | 0.00 | 0.00 | 37.57K |
Exxon MobilSOLE | Stock | 9.13K | SH | $1.09M 0.75% | 0.00 | 0.00 | 9.13K |
RevvitySOLE | Stock | 9.34K | SH | $988.1K 0.68% | 0.00 | 0.00 | 9.34K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.23K | SH | $883.9K 0.61% | 0.00 | 0.00 | 14.23K |
Vanguard Growth Index ETFSOLE | ETF | 2.16K | SH | $799.4K 0.55% | 0.00 | 0.00 | 2.15K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 20.18K | SH | $775.2K 0.53% | 0.00 | 0.00 | 20.18K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.87K | SH | $742.3K 0.51% | 0.00 | 0.00 | 2.87K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.33K | SH | $741.8K 0.51% | 0.00 | 0.00 | 1.33K |
AbbVieSOLE | Stock | 3.26K | SH | $683.3K 0.47% | 0.00 | 0.00 | 3.26K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 13.65K | SH | $636.9K 0.44% | 0.00 | 0.00 | 13.65K |
Johnson & JohnsonSOLE | Stock | 3.73K | SH | $617.9K 0.42% | 0.00 | 0.00 | 3.73K |
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