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Aufman Associates Inc

报告期 2026-03-31 · CIK 0001801573

持仓数

65

前50大市值合计

$200.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VB Vanguard Small-Cap Index ETF

ETF

$37.4M

142,772

18.7%

VOO Vanguard 500 Index ETF

ETF

$35.7M

59,743

17.8%

VEA Vanguard Developed Markets Index ETF

ETF

$32.5M

507,208

16.2%

— Seagate Technology Holdings

Stock

$25.7M

65,507

12.8%

FNDX Schwab Fundamental US Large Company Index ETF

ETF

$18.9M

678,694

9.4%

VOT Vanguard Mid-Cap Growth Index ETF

ETF

$6.4M

24,677

3.2%

IVV iShares Core S&P 500 Index ETF

ETF

$5.0M

7,626

2.5%

VEU Vanguard FTSE All-World ex US Index ETF

ETF

$3.9M

52,248

2.0%

BRK/B Berkshire Hathaway Cl B

Stock

$3.2M

6,778

1.6%

MRNA Moderna

Stock

$2.7M

56,998

1.4%

MTX Minerals Technologies

Stock

$2.7M

38,011

1.3%

GOOG Alphabet Cl C

Stock

$2.0M

7,090

1.0%

AAPL Apple

Stock

$2.0M

7,749

1.0%

— Exxon Mobil

Stock

$1.5M

8,648

0.7%

MSFT Microsoft

Stock

$1.2M

3,288

0.6%

CCI Crown Castle

REIT

$1.2M

14,274

0.6%

VXUS Vanguard Total Int'l Stock Index ETF

ETF

$1.1M

14,674

0.6%

ESML iShares ESG Aware MSCI USA Small-Cap ETF

ETF

$1.0M

22,063

0.5%

USXF iShares ESG Advanced MSCI USA ETF

ETF

$1.0M

18,188

0.5%

VUG Vanguard Growth Index ETF

ETF

$850.3K

1,947

0.4%

VO Vanguard Mid-Cap Index ETF

ETF

$834.2K

2,905

0.4%

IWF iShares Russell 1000 Growth Index ETF

ETF

$821.7K

1,927

0.4%

SPY SPDR S&P 500 Index ETF

ETF

$796.0K

1,224

0.4%

JNJ Johnson & Johnson

Stock

$782.9K

3,203

0.4%

RVTY Revvity

Stock

$723.7K

8,260

0.4%

ABBV AbbVie

Stock

$709.4K

3,262

0.4%

ESGD iShares ESG Aware MSCI EAFE ETF

ETF

$660.8K

6,911

0.3%

CVX Chevron

Stock

$620.1K

2,997

0.3%

VTI Vanguard Total Stock Market ETF

ETF

$611.8K

1,907

0.3%

AVGO Broadcom

Stock

$582.9K

1,883

0.3%

IWD iShares Russell 1000 Value Index ETF

ETF

$493.6K

2,310

0.2%

IJR iShares Core S&P Small-Cap Index ETF

ETF

$490.4K

3,945

0.2%

IWP iShares Russell Mid-Cap Growth Index ETF

ETF

$448.3K

3,499

0.2%

MRK Merck & Company

Stock

$442.1K

3,675

0.2%

ONEQ Fidelity NASDAQ Composite Index ETF

ETF

$421.9K

4,969

0.2%

KHC Kraft Heinz Co

Stock

$418.8K

18,621

0.2%

GOOGL Alphabet Cl A

Stock

$387.1K

1,346

0.2%

DIS The Walt Disney Company

Stock

$384.6K

3,990

0.2%

SUSA iShares ESG Optimized MSCI USA ETF

ETF

$355.6K

2,692

0.2%

TSM Taiwan Semiconductor Mfg ADR

ADR

$348.1K

1,030

0.2%

EFAX SPDR MSCI EAFE Fossil Fuel Free ETF

ETF

$346.7K

6,967

0.2%

COP ConocoPhillips

Stock

$316.8K

2,400

0.2%

ABT Abbott Laboratories

Stock

$313.2K

3,051

0.2%

TOTL SPDR DoubleLine Total Return Tactical ETF

ETF

$304.1K

7,653

0.2%

PAYX Paychex

Stock

$290.5K

3,154

0.1%

EFA iShares MSCI EAFE ETF

ETF

$289.8K

2,984

0.1%

KO Coca-Cola

Stock

$289.2K

3,802

0.1%

AMZN Amazon.com

Stock

$288.0K

1,383

0.1%

PPL PPL

Stock

$285.9K

7,485

0.1%

IWN iShares Russell 2000 Value ETF

ETF

$284.4K

1,500

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

78%前 6 大占比

VB18.7%VOO17.8%VEA16.2%Seagate Technology Holdings12.8%FNDX9.4%VOT3.2%

Aufman Associates Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心