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Name: |
Aufman Associates Inc |
City: |
SEWICKLEY |
State: |
PA |
Zip: |
15143 |
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Holdings
Found :
15 |
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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 |
Vanguard S&P 500 Etf |
2 |
- |
$486.90 |
$33,416,000 |
69,515 |
23.53% |
2,799,000 |
-580 |
0.008 |
Closed - End Fund - E... |
|
STX |
Seagate Technology |
4 |
- |
$98.72 |
$9,347,000 |
100,449 |
6.58% |
350,000 |
-4,944 |
0.044 |
Data Storage Devices |
|
MTX |
Minerals Technologies Inc |
6 |
- |
$81.08 |
$4,171,000 |
55,410 |
2.94% |
-51,000 |
-3,792 |
0.163 |
Synthetics |
|
BRK.B |
Berkshire Hathaway B |
8 |
- |
$412.76 |
$3,276,000 |
7,790 |
2.31% |
463,000 |
-96 |
0.001 |
Property & Casualty I... |
|
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 |
Alphabet Inc |
12 |
- |
$173.88 |
$1,327,000 |
8,719 |
0.93% |
81,000 |
-121 |
0 |
Search Engines & Info... |
|
AAPL |
Apple Inc |
13 |
- |
$189.72 |
$1,281,000 |
7,469 |
0.9% |
-178,000 |
-109 |
0 |
Personal Computers |
|
MSFT |
Microsoft Corp |
14 |
- |
$423.08 |
$931,000 |
2,214 |
0.66% |
56,000 |
-113 |
0 |
Application Software |
|
XOM |
Exxon Mobil Corp |
15 |
- |
$118.58 |
$849,000 |
7,301 |
0.6% |
95,000 |
-239 |
0 |
Integrated Oil & Gas |
|
SPY |
Standard & Poors Depository... |
17 |
- |
$529.78 |
$769,000 |
1,470 |
0.54% |
51,000 |
-40 |
0 |
Closed - End Fund - E... |
|
USXF |
Ishares Esg Advanced Msci U... |
20 |
- |
$0.00 |
$612,000 |
13,545 |
0.43% |
72,000 |
-5 |
0.01 |
N/A |
|
ESGD |
Ishares Trust Ishares Msci ... |
21 |
- |
$82.01 |
$528,000 |
6,612 |
0.37% |
20,000 |
-116 |
0.001 |
N/A |
|
COP |
ConocoPhillips |
29 |
- |
$120.70 |
$359,000 |
2,818 |
0.25% |
0 |
-276 |
0 |
Integrated Oil & Gas |
|
VTI |
Vanguard Total Stock Market... |
38 |
- |
$262.64 |
$272,000 |
1,046 |
0.19% |
22,000 |
-7 |
0 |
Closed - End Fund - E... |
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PPL |
PPL Corp |
39 |
- |
$29.57 |
$271,000 |
9,849 |
0.19% |
-5,000 |
-329 |
0.001 |
Electric Utilities |
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