AUFMAN ASSOCIATES INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VB | VANGUARD SMALL-CAP INDEX FUND | 146,265 | -732 | -0.50% | $160.88 | 22.30% | 0.06% | 32,434,292 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 62,391 | -1,949 | -3.03% | $303.83 | 22.04% | 0.01% | 32,063,382 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 515,154 | +21,901 | +4.44% | $43.25 | 18.00% | 0.02% | 26,185,283 | 2025-03-31 | ||||||
| STX | SEAGATE TECHNOLOGY HOLDINGS | 83,599 | -527 | -0.63% | $90.40 | 4.88% | 0.04% | 7,101,735 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 25,706 | -567 | -2.16% | $164.54 | 4.32% | 0.04% | 6,288,710 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 7,789 | -20 | -0.26% | $341.98 | 3.01% | 0.00% | 4,376,587 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 7,204 | -244 | -3.28% | $0.00 | 2.64% | 0.00% | 3,836,706 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 52,962 | -331 | -0.62% | $51.60 | 2.21% | 0.01% | 3,212,654 | 2025-03-31 | ||||||
| MTX | MINERALS TECHNOLOGIES | 37,004 | +1,007 | +2.80% | $61.97 | 1.62% | 0.12% | 2,352,344 | 2025-03-31 | ||||||
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | 96,175 | +82,962 | +627.88% | $23.23 | 1.56% | 0.00% | 2,270,698 | 2025-03-31 | ||||||
| CCI | CROWN CASTLE | 19,026 | +576 | +3.12% | $156.69 | 1.36% | 0.00% | 1,983,080 | 2025-03-31 | ||||||
| AAPL | APPLE | 7,303 | +95 | +1.32% | $68.56 | 1.12% | 0.00% | 1,622,170 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 7,827 | -353 | -4.32% | $80.37 | 0.84% | 0.00% | 1,222,858 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 3,134 | -23 | -0.73% | $189.03 | 0.81% | 0.00% | 1,176,349 | 2025-03-31 | ||||||
| KHC | KRAFT HEINZ | 37,571 | 0 | 0.00% | $34.48 | 0.79% | 0.00% | 1,143,286 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 9,135 | +2 | +0.02% | $71.45 | 0.75% | 0.00% | 1,086,402 | 2025-03-31 | ||||||
| RVTY | REVVITY | 9,339 | 0 | 0.00% | $133.01 | 0.68% | 0.01% | 988,066 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 14,233 | +40 | +0.28% | $54.88 | 0.61% | 0.00% | 883,876 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 2,156 | -21 | -0.96% | $365.26 | 0.55% | 0.00% | 799,391 | 2025-03-31 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 20,183 | +53 | +0.26% | $38.27 | 0.53% | 0.04% | 775,228 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 2,870 | +13 | +0.46% | $175.35 | 0.51% | 0.00% | 742,346 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,326 | -29 | -2.14% | $307.79 | 0.51% | 0.00% | 741,751 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 3,261 | -70 | -2.10% | $105.15 | 0.47% | 0.00% | 683,322 | 2025-03-31 | ||||||
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 13,648 | +30 | +0.22% | $35.71 | 0.44% | 0.05% | 636,944 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 3,726 | 0 | 0.00% | $141.08 | 0.42% | 0.00% | 617,920 | 2025-03-31 | ||||||
| PAYX | PAYCHEX | 3,550 | 0 | 0.00% | $101.58 | 0.38% | 0.00% | 547,694 | 2025-03-31 | ||||||
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 6,676 | 0 | 0.00% | $77.21 | 0.37% | 0.01% | 545,346 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 1,896 | -142 | -6.97% | $224.16 | 0.36% | 0.00% | 521,123 | 2025-03-31 | ||||||
| CVX | CHEVRON | 2,862 | +39 | +1.38% | $129.14 | 0.33% | 0.00% | 478,757 | 2025-03-31 | ||||||
| MRNA | MODERNA | 14,874 | +3,808 | +34.41% | $77.88 | 0.32% | 0.00% | 462,879 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 2,600 | -168 | -6.07% | $159.83 | 0.30% | 0.00% | 435,264 | 2025-03-31 | ||||||
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 6,077 | 0 | 0.00% | $33.10 | 0.28% | 0.00% | 413,631 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 3,915 | +7 | +0.18% | $95.69 | 0.28% | 0.00% | 409,346 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 3,051 | 0 | 0.00% | $76.59 | 0.28% | 0.00% | 404,715 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 3,558 | +1 | +0.03% | $139.94 | 0.24% | 0.00% | 351,146 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 663 | +1 | +0.15% | $407.72 | 0.24% | 0.00% | 346,992 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 3,604 | 0 | 0.00% | $118.08 | 0.22% | 0.00% | 323,495 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 1,029 | 0 | 0.00% | $272.14 | 0.22% | 0.00% | 321,477 | 2025-03-31 | ||||||
| ALTO | ALTO INGREDIENTS | 266,662 | 0 | 0.00% | $4.22 | 0.21% | 0.35% | 303,995 | 2025-03-31 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 2,611 | +6 | +0.23% | $122.61 | 0.21% | 0.01% | 299,939 | 2025-03-31 | ||||||
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 7,335 | +56 | +0.77% | $45.59 | 0.20% | 0.01% | 295,543 | 2025-03-31 | ||||||
| EFAX | SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | 6,730 | 0 | 0.00% | $32.93 | 0.20% | 0.09% | 289,137 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 1,466 | 0 | 0.00% | $189.55 | 0.19% | 0.00% | 279,390 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 6,105 | -418 | -6.41% | $42.23 | 0.19% | 0.00% | 276,938 | 2025-03-31 | ||||||
| AMZN | AMAZON | 1,438 | +3 | +0.21% | $183.74 | 0.19% | 0.00% | 273,527 | 2025-03-31 | ||||||
| PPL | PPL | 7,485 | 0 | 0.00% | $33.14 | 0.19% | 0.00% | 270,283 | 2025-03-31 | ||||||
| KO | COCA COLA | 3,693 | -300 | -7.51% | $54.88 | 0.18% | 0.00% | 264,466 | 2025-03-31 | ||||||
| PEP | PEPSICO | 1,737 | 0 | 0.00% | $171.61 | 0.18% | 0.00% | 260,446 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 1,652 | 0 | 0.00% | $114.80 | 0.18% | 0.00% | 255,465 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 2,400 | 0 | 0.00% | $36.59 | 0.17% | 0.00% | 252,048 | 2025-03-31 | ||||||