Top 50 Aufman Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | Vanguard Small-Cap Index ETF | 18.35% | 142.8K | $37.4M | -1.02%(-1.47K) | $161.18(+74.85%) | 2026-03-31 | |
| VOO | Vanguard 500 Index ETF | 17.51% | 59.7K | $35.7M | -1.30%(-785) | $305.44(+122.45%) | 2026-03-31 | |
| VEA | Vanguard Developed Markets Index ETF | 15.95% | 507.2K | $32.5M | -1.59%(-8.22K) | $43.37(+59.27%) | 2026-03-31 | |
| STX | Seagate Technology Holdings | 12.59% | 65.5K | $25.7M | -0.08%(-52) | $54.15(+1369.01%) | 2026-03-31 | |
| FNDX | Schwab Fundamental US Large Company Index ETF | 9.27% | 678.7K | $18.9M | +18.11%(+104.09K) | $26.27(+15.33%) | 2026-03-31 | |
| VOT | Vanguard Mid-Cap Growth Index ETF | 3.12% | 24.7K | $6.4M | +0.16%(+40) | $164.99(+73.05%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 Index ETF | 2.44% | 7.6K | $5.0M | -0.99%(-76) | $345.63(+114.81%) | 2026-03-31 | |
| VEU | Vanguard FTSE All-World ex US Index ETF | 1.93% | 52.2K | $3.9M | -1.29%(-685) | $51.68(+56.75%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Cl B | 1.59% | 6.8K | $3.2M | +0.00%(+0) | $216.27(+123.19%) | 2026-03-31 | |
| MRNA | Moderna | 1.35% | 57.0K | $2.7M | +31.94%(+13.80K) | $43.82(+11.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.03% | +64.42% |
| Top 20 Holdings Unweighted | +15.99% | +56.04% |
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