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Aufman Associates Inc

Portfolio Manager
Aufman Associates INC
Performance
+4.28% (2026 Q1)
AUM (13F)
$203.83M
# of Holdings
65
Performance Rank
Allocation (Top 20)
91.25%

Aufman Associates Inc Holdings Map

Top 50 Aufman Associates Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VB
Vanguard Small-Cap Index ETF
18.35%142.8K$37.4M
-1.02%(-1.47K)
2025-Q1: 146.3K shares2025-Q2: 145.8K shares2025-Q3: 144.5K shares2025-Q4: 144.2K shares2026-Q1: 142.8K shares
$161.18(+74.85%)
2026-03-31
VOO
Vanguard 500 Index ETF
17.51%59.7K$35.7M
-1.30%(-785)
2025-Q1: 62.4K shares2025-Q2: 61.9K shares2025-Q3: 61.2K shares2025-Q4: 60.5K shares2026-Q1: 59.7K shares
$305.44(+122.45%)
2026-03-31
VEA
Vanguard Developed Markets Index ETF
15.95%507.2K$32.5M
-1.59%(-8.22K)
2025-Q1: 515.2K shares2025-Q2: 515.4K shares2025-Q3: 515.3K shares2025-Q4: 515.4K shares2026-Q1: 507.2K shares
$43.37(+59.27%)
2026-03-31
STX
Seagate Technology Holdings
12.59%65.5K$25.7M
-0.08%(-52)
2025-Q1: 83.6K shares2025-Q2: 70.5K shares2025-Q3: 70.4K shares2025-Q4: 65.6K shares2026-Q1: 65.5K shares
$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)
2025-Q1: 96.2K shares2025-Q2: 97.6K shares2025-Q3: 97.5K shares2025-Q4: 574.6K shares2026-Q1: 678.7K shares
$26.27(+15.33%)
2026-03-31
VOT
Vanguard Mid-Cap Growth Index ETF
3.12%24.7K$6.4M
+0.16%(+40)
2025-Q1: 25.7K shares2025-Q2: 25.6K shares2025-Q3: 24.8K shares2025-Q4: 24.6K shares2026-Q1: 24.7K shares
$164.99(+73.05%)
2026-03-31
IVV
iShares Core S&P 500 Index ETF
2.44%7.6K$5.0M
-0.99%(-76)
2025-Q1: 7.8K shares2025-Q2: 7.7K shares2025-Q3: 7.8K shares2025-Q4: 7.7K shares2026-Q1: 7.6K shares
$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)
2025-Q1: 53.0K shares2025-Q2: 52.6K shares2025-Q3: 52.1K shares2025-Q4: 52.9K shares2026-Q1: 52.2K shares
$51.68(+56.75%)
2026-03-31
BRK.B
Berkshire Hathaway Cl B
1.59%6.8K$3.2M
+0.00%(+0)
2025-Q1: 7.2K shares2025-Q2: 6.9K shares2025-Q3: 6.8K shares2025-Q4: 6.8K shares2026-Q1: 6.8K shares
$216.27(+123.19%)
2026-03-31
MRNA
Moderna
1.35%57.0K$2.7M
+31.94%(+13.80K)
2025-Q1: 14.9K shares2025-Q2: 16.2K shares2025-Q3: 17.5K shares2025-Q4: 43.2K shares2026-Q1: 57.0K shares
$43.82(+11.92%)
2026-03-31

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