Aufman-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "CCI",
  null,
  "DUK",
  null,
  "ALTO",
  "MCD",
  "IJH",
  null,
  "MSFT",
  "IJR",
  "KHC",
  "PAYX",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "MRK",
  "VZ",
  "FNDX",
  "STX",
  "VO",
  "MRNA",
  null,
  null,
  null,
  "FORA",
  "AMZN",
  "IVE",
  "ESGD",
  "MTX",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VXUS",
  "VOT",
  "VB",
  "VOO",
  "PPL",
  "RVTY",
  "MCK",
  "BRK-B",
  "CVX",
  "KO",
  "COP",
  "IJJ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 57
Total Value: 145454628
Accession Number: 0001801573-25-000002
Form Type: 13F-HR
CIK: aufman-associates
Manager Name: Aufman-Associates

Data Enrichment

88% identified

50 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $145.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908751

VB|922908751

Shares:146.3K

Value:$32.4M

% of Portfolio:22.3% ($32.4M/$145.5M)

922908363

VOO|922908363

Shares:62.4K

Value:$32.1M

% of Portfolio:22.0% ($32.1M/$145.5M)

921943858

VEA|921943858

Shares:515.2K

Value:$26.2M

% of Portfolio:18.0% ($26.2M/$145.5M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:83.6K

Value:$7.1M

% of Portfolio:4.9% ($7.1M/$145.5M)

922908538

VOT|922908538

Shares:25.7K

Value:$6.3M

% of Portfolio:4.3% ($6.3M/$145.5M)

464287200

IVV|464287200

Shares:7.8K

Value:$4.4M

% of Portfolio:3.0% ($4.4M/$145.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.2K

Value:$3.8M

% of Portfolio:2.6% ($3.8M/$145.5M)

922042775

VEU|922042775

Shares:53.0K

Value:$3.2M

% of Portfolio:2.2% ($3.2M/$145.5M)

MINERALS TECHNOLOGIES INC

MTX|603158106

Shares:37.0K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$145.5M)

808524771

FNDX|808524771

Shares:96.2K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$145.5M)

CROWN CASTLE INC.

CCI|22822V101

Shares:19.0K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$145.5M)

Apple Inc.

AAPL|037833100

Shares:7.3K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$145.5M)

Alphabet Inc.

GOOG|02079K107

Shares:7.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$145.5M)

MICROSOFT CORP

MSFT|594918104

Shares:3.1K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$145.5M)

Kraft Heinz Co

KHC|500754106

Shares:37.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$145.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$145.5M)

REVVITY, INC.

RVTY|714046109

Shares:9.3K

Value:$988.1K

% of Portfolio:0.7% ($988.1K/$145.5M)

921909768

VXUS|921909768

Shares:14.2K

Value:$883.9K

% of Portfolio:0.6% ($883.9K/$145.5M)

922908736

VUG|922908736

Shares:2.2K

Value:$799.4K

% of Portfolio:0.5% ($799.4K/$145.5M)

46435U663

Shares:20.2K

Value:$775.2K

% of Portfolio:0.5% ($775.2K/$145.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	146.3K	QoQ -0.49% (-732) YoY -2.14% (-3.2K)	All Managers (Combined)	$32.4M	22.3% ($32.4M/$145.5M)	QoQ -8.17% (-$2.9M) YoY -5.07% (-$1.7M)
(VOOcusip922908363)	62.4K	QoQ -3.02% (-1.9K) YoY -10.24% (-7.1K)	All Managers (Combined)	$32.1M	22.0% ($32.1M/$145.5M)	QoQ -7.51% (-$2.6M) YoY -4.04% (-$1.4M)
(VEAcusip921943858)	515.2K	QoQ +4.44% (+21.9K) YoY +9.30% (+43.9K)	All Managers (Combined)	$26.2M	18.0% ($26.2M/$145.5M)	QoQ +11.01% (+$2.6M) YoY +10.74% (+$2.5M)
Seagate Technology Holdings plc(STXcusipG7997R103)	83.6K	QoQ -0.62% (-527) YoY -16.77% (-16.9K)	All Managers (Combined)	$7.1M	4.9% ($7.1M/$145.5M)	QoQ -2.19% (-$159.2K) YoY -24.01% (-$2.2M)
(VOTcusip922908538)	25.7K	QoQ -2.15% (-567) YoY -3.42% (-913)	All Managers (Combined)	$6.3M	4.3% ($6.3M/$145.5M)	QoQ -5.66% (-$378.0K) YoY +0.19% (-$12.1K)
(IVVcusip464287200)	7.8K	QoQ -0.25% (-20) YoY +9.51% (+677)	All Managers (Combined)	$4.4M	3.0% ($4.4M/$145.5M)	QoQ -4.79% (-$220.4K) YoY +17.04% (+$637.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.2K	QoQ -3.27% (-244) YoY -7.52% (-586)	All Managers (Combined)	$3.8M	2.6% ($3.8M/$145.5M)	QoQ +13.64% (-$460.7K) YoY +17.12% (-$560.9K)
(VEUcusip922042775)	53.0K	QoQ -0.62% (-331) YoY -3.19% (-1.7K)	All Managers (Combined)	$3.2M	2.2% ($3.2M/$145.5M)	QoQ +5.00% (-$153.1K) YoY +0.12% (-$3.9K)
MINERALS TECHNOLOGIES INC(MTXcusip603158106)	37.0K	QoQ +2.79% (-1.0K) YoY -33.21% (-18.4K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$145.5M)	QoQ -14.25% (-$391.0K) YoY -43.60% (-$1.8M)
(FNDXcusip808524771)	96.2K	QoQ +627.88% (+83.0K) YoY +1904.06% (+91.4K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$145.5M)	QoQ +625.71% (+$2.0M) YoY +602.07% (+$1.9M)
CROWN CASTLE INC.(CCIcusip22822V101)	19.0K	QoQ +3.12% (+576) YoY -10.25% (-2.2K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$145.5M)	QoQ +18.42% (+$308.6K) YoY -11.61% (-$260.5K)
Apple Inc.(AAPLcusip037833100)	7.3K	QoQ +1.31% (-95) YoY -2.22% (-166)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$145.5M)	QoQ -10.12% (-$182.8K) YoY +26.66% (-$341.4K)
Alphabet Inc.(GOOGcusip02079K107)	7.8K	QoQ -4.31% (-353) YoY -10.23% (-892)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$145.5M)	QoQ -21.49% (-$334.9K) YoY -7.88% (-$104.6K)
MICROSOFT CORP(MSFTcusip594918104)	3.1K	QoQ -0.72% (-23) YoY +41.55% (+920)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$145.5M)	QoQ -11.59% (-$154.3K) YoY +26.30% (+$245.0K)
Kraft Heinz Co(KHCcusip500754106)	37.6K	QoQ 0.00% (-0) YoY NEW(+37.6K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$145.5M)	QoQ -0.91% (-$10.5K) YoY NEW(+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	9.1K	QoQ +0.02% (+2) YoY +25.11% (+1.8K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$145.5M)	QoQ +10.58% (+$104.0K) YoY +28.01% (+$237.8K)
REVVITY, INC.(RVTYcusip714046109)	9.3K	QoQ 0.00% (-0) YoY -49.59% (-9.2K)	All Managers (Combined)	$988.1K	0.7% ($988.1K/$145.5M)	QoQ -5.20% (-$54.3K) YoY -49.21% (-$957.5K)
(VXUScusip921909768)	14.2K	QoQ +0.28% (+40) YoY +9.94% (+1.3K)	All Managers (Combined)	$883.9K	0.6% ($883.9K/$145.5M)	QoQ +5.67% (+$47.5K) YoY +13.23% (+$103.3K)
(VUGcusip922908736)	2.2K	QoQ -0.96% (-21) YoY NEW(+2.2K)	All Managers (Combined)	$799.4K	0.5% ($799.4K/$145.5M)	QoQ -10.55% (-$94.3K) YoY NEW(+$799.4K)
(cusip46435U663)✕	20.2K	QoQ +0.26% (-53) YoY +6.60% (+1.3K)	All Managers (Combined)	$775.2K	0.5% ($775.2K/$145.5M)	QoQ -8.41% (-$71.2K) YoY +1.67% (+$12.8K)