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Aufman Associates Inc
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $244,174,337
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Seagate Technology Holdings · Stock · G7997R103 · shares: $46,661,181
- Vanguard S&P 500 Index ETF · ETF · 922908363 · shares: $41,290,685
- Vanguard MStar Small-Cap Index ETF · ETF · 922908751 · shares: $41,214,360
- Vanguard Developed Markets Index ETF · ETF · 921943858 · shares: $35,131,878
- Schwab Fundamental US Large Company Index ETF · ETF · 808524771 · shares: $23,024,361
- Vanguard MStar Mid-Cap Growth Index ETF · ETF · 922908538 · shares: $7,219,271
- iShares Core S&P 500 Index ETF · ETF · 464287200 · shares: $5,746,702
- Vanguard FTSE All-World ex US Index ETF · ETF · 922042775 · shares: $4,232,085
- Alphabet Cl C · Stock · 02079K107 · shares: $3,459,390
- Berkshire Hathaway Cl B · Stock · 084670702 · shares: $3,329,294
Reported holdings
67 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Seagate Technology Holdings | Stock | G7997R103 | — | 50,590 shares | $46,661,181 |
| Vanguard S&P 500 Index ETF | ETF | 922908363 | — | 58,914 shares | $41,290,685 |
| Vanguard MStar Small-Cap Index ETF | ETF | 922908751 | — | 144,871 shares | $41,214,360 |
| Vanguard Developed Markets Index ETF | ETF | 921943858 | — | 497,548 shares | $35,131,878 |
| Schwab Fundamental US Large Company Index ETF | ETF | 808524771 | — | 731,629 shares | $23,024,361 |
| Vanguard MStar Mid-Cap Growth Index ETF | ETF | 922908538 | — | 24,715 shares | $7,219,271 |
| iShares Core S&P 500 Index ETF | ETF | 464287200 | — | 7,504 shares | $5,746,702 |
| Vanguard FTSE All-World ex US Index ETF | ETF | 922042775 | — | 51,007 shares | $4,232,085 |
| Alphabet Cl C | Stock | 02079K107 | — | 10,153 shares | $3,459,390 |
| Berkshire Hathaway Cl B | Stock | 084670702 | — | 6,686 shares | $3,329,294 |
| Apple | Stock | 037833100 | — | 7,154 shares | $2,382,461 |
| Minerals Technologies | Stock | 603158106 | — | 36,011 shares | $2,355,119 |
| Microsoft | Stock | 594918104 | — | 3,315 shares | $1,700,028 |
| Vanguard Total Int'l Stock Index ETF | ETF | 921909768 | — | 15,325 shares | $1,302,016 |
| ExxonMobil Holdings | Stock | 30233Q108 | — | 7,707 shares | $1,254,326 |
| iShares ESG Advanced MSCI USA ETF | ETF | 46436E767 | — | 18,252 shares | $1,242,225 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ETF | 46435U663 | — | 22,338 shares | $1,161,558 |
| iShares Russell 1000 Growth Index ETF | ETF | 464287614 | — | 7,708 shares | $965,504 |
| SPDR S&P 500 Index ETF | ETF | 78462F103 | — | 1,202 shares | $916,673 |
| Vanguard MStar Mid-Cap Index ETF | ETF | 922908629 | — | 11,663 shares | $914,626 |
| Vanguard MStar Growth Index ETF | ETF | 922908736 | — | 9,220 shares | $830,773 |
| AbbVie | Stock | 00287Y109 | — | 3,066 shares | $802,035 |
| iShares ESG Aware MSCI EAFE ETF | ETF | 46435G516 | — | 7,003 shares | $721,642 |
| Vanguard MStar Total Stock Market Index ETF | ETF | 922908769 | — | 1,914 shares | $716,317 |
| Broadcom | Stock | 11135F101 | — | 2,020 shares | $709,326 |
| Crown Castle | REIT | 22822V101 | — | 10,620 shares | $707,823 |
| Johnson & Johnson | Stock | 478160104 | — | 2,564 shares | $678,793 |
| Chevron | Stock | 166764100 | — | 3,017 shares | $616,297 |
| iShares Russell 1000 Value Index ETF | ETF | 464287598 | — | 2,310 shares | $572,718 |
| iShares Core S&P Small-Cap Index ETF | ETF | 464287804 | — | 3,906 shares | $531,341 |
| Fidelity NASDAQ Composite Index ETF | ETF | 315912808 | — | 4,974 shares | $526,402 |
| iShares Russell Mid-Cap Growth Index ETF | ETF | 464287481 | — | 3,480 shares | $479,126 |
| Advanced Micro Devices | Stock | 007903107 | — | 769 shares | $470,443 |
| Alphabet Cl A | Stock | 02079K305 | — | 1,329 shares | $457,282 |
| Merck & Company | Stock | 58933Y105 | — | 3,134 shares | $455,402 |
| Amazon.com | Stock | 023135106 | — | 1,784 shares | $444,396 |
| Revvity | Stock | 714046109 | — | 2,900 shares | $443,381 |
| Kraft Heinz Co | Stock | 500754106 | — | 18,621 shares | $423,069 |
| The Walt Disney Company | Stock | 254687106 | — | 4,017 shares | $421,407 |
| iShares ESG Optimized MSCI USA ETF | ETF | 464288802 | — | 2,699 shares | $420,140 |
| Taiwan Semiconductor Mfg ADR | ADR | 874039100 | — | 870 shares | $396,885 |
| Harbor Commodity All-Weather Strategy ETF | ETF | 41151J505 | — | 11,069 shares | $390,293 |
| SPDR MSCI EAFE Fossil Fuel Free ETF | ETF | 78470E106 | — | 7,073 shares | $378,876 |
| NVIDIA | Stock | 67066G104 | — | 1,423 shares | $325,076 |
| Coca-Cola | Stock | 191216100 | — | 3,749 shares | $322,702 |
| iShares Russell 2000 Value ETF | ETF | 464287630 | — | 1,500 shares | $314,175 |
| Abbott Laboratories | Stock | 002824100 | — | 3,051 shares | $301,530 |
| iShares Core S&P Mid-Cap Index ETF | ETF | 464287507 | — | 4,091 shares | $294,347 |
| SPDR DoubleLine Total Return Tactical ETF | ETF | 78467V848 | — | 7,828 shares | $292,926 |
| Paychex | Stock | 704326107 | — | 2,954 shares | $290,969 |
| McKesson | Stock | 58155Q103 | — | 319 shares | $272,365 |
| Vanguard Short-Term Bond ETF | ETF | 921937827 | — | 3,353 shares | $256,137 |
| Fidelity Enhanced Large Cap Value ETF | ETF | 31609A107 | — | 6,133 shares | $253,722 |
| Caterpillar | Stock | 149123101 | — | 310 shares | $251,345 |
| UnitedHealth Group | Stock | 91324P102 | — | 670 shares | $245,944 |
| iShares ESG Advanced MSCI EAFE ETF | ETF | 46436E759 | — | 2,828 shares | $239,418 |
| Verizon Communications | Stock | 92343V104 | — | 5,136 shares | $235,589 |
| PPL | Stock | 69351T106 | — | 7,150 shares | $235,150 |
| Marriott International | Stock | 571903202 | — | 646 shares | $229,660 |
| iShares MSCI EAFE ETF | ETF | 464287465 | — | 2,200 shares | $228,558 |
| PepsiCo | Stock | 713448108 | — | 1,797 shares | $227,716 |
| iShares S&P Mid-Cap 400 Value ETF | ETF | 464287705 | — | 1,631 shares | $224,605 |
| Vanguard ESG International Stock ETF | ETF | 921910725 | — | 2,754 shares | $223,303 |
| ConocoPhillips | Stock | 20825C104 | — | 1,737 shares | $217,386 |
| International Business Machines | Stock | 459200101 | — | 981 shares | $215,751 |
| iShares S&P 500 Value ETF | ETF | 464287408 | — | 897 shares | $204,767 |
| iShares Global Clean Energy ETF | ETF | 464288224 | — | 10,193 shares | $173,286 |