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| Name: |
Aufman Associates Inc |
| City: |
SEWICKLEY |
| State: |
PA |
| Zip: |
15143 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VB |
Vanguard Small Cap VIPERS |
1 |
- |
$216.56 |
$31,728,000 |
148,727 |
23.95% |
3,706,000 |
515 |
0.08 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
2 |
- |
$467.21 |
$30,617,000 |
70,095 |
23.11% |
2,959,000 |
-336 |
0.008 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$48.88 |
$22,459,000 |
468,864 |
16.95% |
2,078,000 |
2,697 |
0.021 |
Closed - End Fund - F... |
|
|
STX |
Seagate Technology |
4 |
- |
$86.04 |
$8,997,000 |
105,393 |
6.79% |
1,979,000 |
-1,022 |
0.046 |
Data Storage Devices |
|
|
VOT |
Van Kampen Municipal Opport... |
5 |
- |
$226.79 |
$5,802,000 |
26,423 |
4.38% |
598,000 |
-295 |
0.056 |
Closed - End Fund - Debt |
|
|
MTX |
Minerals Technologies Inc |
6 |
- |
$73.70 |
$4,222,000 |
59,202 |
3.19% |
160,000 |
-14,985 |
0.174 |
Synthetics |
|
|
IVV |
iShares Core S&P 500 Etf |
7 |
- |
$510.77 |
$3,387,000 |
7,091 |
2.56% |
413,000 |
165 |
0 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
8 |
- |
$57.31 |
$3,144,000 |
55,996 |
2.37% |
283,000 |
837 |
0.011 |
Closed - End Fund - F... |
|
|
BRK.B |
Berkshire Hathaway B |
9 |
- |
$402.10 |
$2,813,000 |
7,886 |
2.12% |
20,000 |
-86 |
0.001 |
Property & Casualty I... |
|
|
CCI |
Crown Castle International ... |
10 |
- |
$93.58 |
$2,382,000 |
20,682 |
1.8% |
479,000 |
0 |
0.005 |
Integrated Telecommun... |
|
|
PKI |
Perkinelmer Inc |
11 |
- |
$101.51 |
$2,025,000 |
18,529 |
1.53% |
-26,000 |
0 |
0.017 |
Scientific & Technica... |
|
|
AAPL |
Apple Inc |
12 |
- |
$169.30 |
$1,459,000 |
7,578 |
1.1% |
150,000 |
-70 |
0 |
Personal Computers |
|
|
GOOG |
Alphabet Inc |
13 |
- |
$173.69 |
$1,246,000 |
8,840 |
0.94% |
98,000 |
132 |
0 |
Search Engines & Info... |
|
|
MSFT |
Microsoft Corp |
14 |
- |
$406.32 |
$875,000 |
2,327 |
0.66% |
117,000 |
-73 |
0 |
Application Software |
|
|
XOM |
Exxon Mobil Corp |
15 |
- |
$117.96 |
$754,000 |
7,540 |
0.57% |
-160,000 |
-235 |
0 |
Integrated Oil & Gas |
|
|
VXUS |
Vanguard Total Internationa... |
16 |
- |
$59.34 |
$748,000 |
12,897 |
0.56% |
46,000 |
-220 |
0.002 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
17 |
- |
$508.26 |
$718,000 |
1,510 |
0.54% |
64,000 |
-19 |
0 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
18 |
- |
$240.39 |
$655,000 |
2,814 |
0.49% |
72,000 |
15 |
0.001 |
Closed - End Fund - E... |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
19 |
- |
$0.00 |
$648,000 |
17,053 |
0.49% |
66,000 |
-234 |
0.019 |
N/A |
|
|
USXF |
Ishares Esg Advanced Msci U... |
20 |
- |
$0.00 |
$540,000 |
13,550 |
0.41% |
55,000 |
-452 |
0.01 |
N/A |
|
|
ALTO |
Alto Ingredients, Inc |
21 |
- |
$1.94 |
$513,000 |
192,912 |
0.39% |
-340,000 |
0 |
0.281 |
Management Services |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
22 |
- |
$78.04 |
$508,000 |
6,728 |
0.38% |
34,000 |
-133 |
0.001 |
N/A |
|
|
JNJ |
Johnson & Johnson |
23 |
- |
$146.14 |
$447,000 |
2,852 |
0.34% |
3,000 |
0 |
0.01 |
Drug Manufacturers - ... |
|
|
ONEQ |
Fidelity NASD Comp Index Fund |
24 |
- |
$62.79 |
$447,000 |
7,540 |
0.34% |
55,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
IJR |
iShares Core S&P Small-Cap |
25 |
- |
$105.65 |
$418,000 |
3,862 |
0.32% |
42,000 |
-125 |
0.001 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
26 |
- |
$159.62 |
$381,000 |
2,461 |
0.29% |
14,000 |
1 |
0 |
Drug Manufacturers - ... |
|
|
COP |
ConocoPhillips |
27 |
- |
$130.24 |
$359,000 |
3,094 |
0.27% |
-36,000 |
-201 |
0 |
Integrated Oil & Gas |
|
|
ABT |
Abbott Laboratories |
28 |
- |
$107.53 |
$336,000 |
3,051 |
0.25% |
41,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
UNH |
Unitedhealth Group Inc |
29 |
- |
$495.35 |
$329,000 |
625 |
0.25% |
14,000 |
0 |
0 |
Health Care Plans |
|
|
DIS |
Walt Disney Co |
30 |
- |
$112.73 |
$323,000 |
3,578 |
0.24% |
34,000 |
10 |
0 |
Entertainment - Diver... |
|
|
INTC |
Intel Corp |
31 |
- |
$31.88 |
$299,000 |
5,950 |
0.23% |
78,000 |
-255 |
0 |
Semiconductor- Broad... |
|
|
IJH |
iShares S&P MidCap 400 Index |
32 |
- |
$57.82 |
$280,000 |
1,009 |
0.21% |
28,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
PAYX |
Paychex Inc |
33 |
- |
$119.97 |
$280,000 |
2,350 |
0.21% |
9,000 |
0 |
0 |
Staffing & Outsourcin... |
|
|
PPL |
PPL Corp |
34 |
- |
$27.02 |
$276,000 |
10,178 |
0.21% |
34,000 |
-93 |
0.001 |
Electric Utilities |
|
|
EFAX |
Spdr Msci Eafe Fossil Fuel ... |
35 |
- |
$0.00 |
$256,000 |
6,555 |
0.19% |
26,000 |
57 |
0.035 |
N/A |
|
|
GOOGL |
Alphabet Inc |
36 |
- |
$171.95 |
$253,000 |
1,812 |
0.19% |
12,000 |
-27 |
0 |
Search Engines & Info... |
|
|
VTI |
Vanguard Total Stock Market... |
37 |
- |
$251.78 |
$250,000 |
1,053 |
0.19% |
25,000 |
-8 |
0 |
Closed - End Fund - E... |
|
|
TOTL |
SPDR DoubleLine Total Retur... |
38 |
- |
$38.98 |
$249,000 |
6,190 |
0.19% |
34,000 |
617 |
0.007 |
N/A |
|
|
CVX |
Chevron Corp |
39 |
- |
$165.89 |
$247,000 |
1,657 |
0.19% |
-40,000 |
-47 |
0 |
Integrated Oil & Gas |
|
|
FNDX |
Schwab Fundamental US Large... |
40 |
- |
$65.04 |
$239,000 |
3,857 |
0.18% |
24,000 |
21 |
0 |
N/A |
|
|
KO |
Coca-Cola Co |
41 |
- |
$61.74 |
$238,000 |
4,045 |
0.18% |
12,000 |
1 |
0 |
Beverage Soft Drinks... |
|
|
PEP |
Pepsico Inc |
42 |
- |
$175.58 |
$202,000 |
1,191 |
0.15% |
0 |
0 |
0 |
Beverage Soft Drinks... |
|
|
FORA |
Forian Inc. |
43 |
- |
$0.00 |
$154,000 |
52,657 |
0.12% |
37,000 |
0 |
0 |
N/A |
|
