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CIK: 0001801573
Total reported value
$250.9M
$250.9M
46 檔
42.6%
As reported in its official Q1 2024 Form 13F filing, Aufman Associates Inc's tracked investment portfolio stood at $250.9M with 46 total positions.
During Q1 2024, Aufman Associates Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VB, VOO, VEA) accounted for 42.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 24.06% | -1.31% | +0.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.53% | -1.18% | -0.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.65% | -1.94% | +0.52% | |
| 4 | STX | Seagate Technology Holdings plc | Stock-Tech | 6.58% | +6.88% | -4.69% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.42% | -0.14% | +0.74% | |
| 6 | MTX | Minerals Technologies Inc | Stock-Other | 2.94% | -0.26% | -6.41% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | -0.15% | +0.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -0.36% | -1.22% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.26% | -0.20% | -2.30% | |
| 10 | CCI | Crown Castle Inc | Stock-Real Estate | 1.58% | -0.20% | +2.50% | |
| 11 | RVTY | Revvity Inc | Stock-Healthcare | 1.37% | -0.03% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.38% | -1.37% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.11% | -1.44% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.11% | -4.86% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.72% | EXIT | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.04% | +0.37% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.03% | -2.65% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.54% | -0.02% | +11.02% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.04% | +0.39% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.43% | +0.01% | -0.04% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.37% | -0.03% | -1.72% | |
| 22 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.34% | -0.01% | — | |
| 23 | MRNA | Moderna Inc | Stock-Healthcare | 0.32% | +0.47% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.06% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | -0.03% | — | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.04% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.01% | +0.18% | |
| 28 | ALTO | Alto Ingredients Inc | Stock-Other | 0.30% | — | — | |
| 29 | COP | Conocophillips | Stock-Energy | 0.25% | -0.16% | EXIT | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.04% | — | |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.23% | -0.60% | +24.42% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.11% | NEW | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | -0.01% | +400.00% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.20% | -0.02% | — | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.20% | -0.03% | +12.91% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.01% | — | |
| 37 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.19% | -0.02% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | -0.02% | -0.66% | |
| 39 | PPL | Ppl CORP | Stock-Utilities | 0.19% | -0.03% | -3.23% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.11% | +2.17% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.19% | — | +0.05% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.02% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.04% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 46 | FORA | Forian Inc | Stock-Other | 0.12% | -0.05% | EXIT |
According to official SEC Form 13F filings, Aufman Associates Inc reported a total U.S. public equity portfolio value of $250.9M across 46 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Aufman Associates Inc's top holdings by market value included VB (24.1%)、VOO (23.5%)、VEA (16.6%). The largest single position, VB, represented 24.1% of total portfolio value.
In Q1 2024, Aufman Associates Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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