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  Name: Aufman Associates Inc
  City: SEWICKLEY
  State: PA
  Zip: 15143
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,041,000
  Total Value Change : $9,538,000
  Securities Held Change : 3
   
All Securities Held : 46
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 14
  Decreased Positions : 15

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         VB Vanguard Small Cap VIPERS 1 - $225.16 $34,168,000 149,474 24.06% 2,440,000 747 0.08    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 3 - $49.56 $23,645,000 471,301 16.65% 1,186,000 2,437 0.021    Closed - End Fund - F...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 5 - $230.90 $6,277,000 26,619 4.42% 475,000 196 0.056    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 7 - $525.96 $3,739,000 7,112 2.63% 352,000 21 0    Closed - End Fund - E...
   (CCI)1 Year Chart         CCI Crown Castle International ... 10 - $101.06 $2,244,000 21,200 1.58% -138,000 518 0.005    Integrated Telecommun...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 16 - $61.53 $781,000 12,945 0.55% 33,000 48 0.002    Closed - End Fund - E...
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 18 - $0.00 $762,000 18,933 0.54% 114,000 1,880 0.021    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 19 - $246.21 $706,000 2,825 0.5% 51,000 11 0.001    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 27 - $110.40 $428,000 3,869 0.3% 10,000 7 0.001    Closed - End Fund - E...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 31 - $66.84 $323,000 4,799 0.23% 84,000 942 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 33 - $60.31 $306,000 5,045 0.22% 26,000 4,036 0.002    Closed - End Fund - E...
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 35 - $39.41 $280,000 6,989 0.2% 31,000 799 0.008    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 40 - $163.61 $267,000 1,693 0.19% 20,000 36 0    Integrated Oil & Gas
   (INTC)1 Year Chart         INTC Intel Corp 41 - $31.05 $263,000 5,953 0.19% -36,000 3 0    Semiconductor- Broad...
      14 Records Found
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