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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 : 15     View All Holdings Currently Viewing:  Decreased 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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $481.04 $33,416,000 69,515 23.53% 2,799,000 -580 0.008    Closed - End Fund - E...
   (STX)1 Year Chart         STX Seagate Technology 4 - $96.22 $9,347,000 100,449 6.58% 350,000 -4,944 0.044    Data Storage Devices
   (MTX)1 Year Chart         MTX Minerals Technologies Inc 6 - $80.55 $4,171,000 55,410 2.94% -51,000 -3,792 0.163    Synthetics
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 8 - $410.24 $3,276,000 7,790 2.31% 463,000 -96 0.001    Property & Casualty I...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 9 - $57.31 $3,209,000 54,710 2.26% 65,000 -1,286 0.011    Closed - End Fund - F...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 12 - $171.93 $1,327,000 8,719 0.93% 81,000 -121 0    Search Engines & Info...
   (AAPL)1 Year Chart         AAPL Apple Inc 13 - $187.43 $1,281,000 7,469 0.9% -178,000 -109 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 14 - $416.56 $931,000 2,214 0.66% 56,000 -113 0    Application Software
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 15 - $117.67 $849,000 7,301 0.6% 95,000 -239 0    Integrated Oil & Gas
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 17 - $523.30 $769,000 1,470 0.54% 51,000 -40 0    Closed - End Fund - E...
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... 20 - $0.00 $612,000 13,545 0.43% 72,000 -5 0.01    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 21 - $81.18 $528,000 6,612 0.37% 20,000 -116 0.001    N/A
   (COP)1 Year Chart         COP ConocoPhillips 29 - $121.04 $359,000 2,818 0.25% 0 -276 0    Integrated Oil & Gas
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 38 - $259.45 $272,000 1,046 0.19% 22,000 -7 0    Closed - End Fund - E...
   (PPL)1 Year Chart         PPL PPL Corp 39 - $29.19 $271,000 9,849 0.19% -5,000 -329 0.001    Electric Utilities
      15 Records Found
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