Fund HoldingsAufman Associates Inc

Total Portfolio Value
$203.83M
Total Bought
$6.17M
Total Sold
$12.52M
Net Transaction
-$6.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Seagate Technology Holdings
ORD SHS
65,55965,507-5218,05425,66312.59%+7,609
Schwab Fundamental US Large Company Index ETF574,608678,694+104,08615,63518,9029.27%+3,267
Moderna(MRNA)43,20056,998+13,7981,2742,7491.35%+1,475
Exxon Mobil9,0358,648-3871,0871,4670.72%+380
Minerals Technologies(MTX)38,01138,01102,3172,6961.32%+379
Vanguard Developed Markets Index ETF515,427507,208-8,21932,19932,50215.95%+303
Vanguard Small-Cap Index ETF144,241142,772-1,46937,20737,39518.35%+188
Chevron(CVX)2,9872,997+104556200.30%+165
ConocoPhillips(COP)2,4002,40002253170.16%+92
Johnson & Johnson(JNJ)3,3943,203-1917027830.38%+81
Merck & Company(MRK)3,7043,675-293904420.22%+52
iShares ESG Advanced MSCI EAFE ETF19,40421,007+1,6031,1671,2170.60%+50
Verizon Communications(VZ)5,2425,24202132630.13%+50
Caterpillar(CAT)35035002012480.12%+47
Taiwan Semiconductor Mfg ADR(TSM)1,0301,03003133480.17%+35
Vanguard FTSE All-World ex US Index ETF52,93352,248-6853,8943,9241.93%+30
Vanguard Total Int'l Stock Index ETF14,66514,674+91,1061,1320.56%+25
PPL(PPL)7,4857,48502622860.14%+24
Coca-Cola(KO)3,8023,80202662890.14%+23
PepsiCo(PEP)1,7971,79702582790.14%+21
iShares Global Clean Energy ETF10,26910,26901691880.09%+19
iShares Core S&P Small-Cap Index ETF3,9413,945+44744900.24%+17
iShares ESG Aware MSCI USA Small-Cap ETF
ESG AWARE MSCI
22,26022,063-1971,0241,0370.51%+14
McKesson(MCK)30030002462600.13%+14
iShares Russell 2000 Value ETF1,5001,50002722840.14%+13
Marriott International(MAR)70270202182300.11%+12
iShares Russell 1000 Value Index ETF2,3102,31004864940.24%+8
iShares Core S&P Mid-Cap Index ETF4,0914,09102702760.14%+6
McDonald's(MCD)82982902532580.13%+4
iShares ESG Aware MSCI EAFE ETF
ESG AW MSCI EAFE
6,9116,91106576610.32%+4
iShares MSCI EAFE ETF2,9842,98402872900.14%+3
iShares S&P Mid-Cap 400 Value ETF1,8641,86402452470.12%+2
Fidelity Enhanced Large Cap Value ETF
ENHANCED LARGE
6,1336,13302132140.11%+2
Vanguard Short-Term Bond ETF3,2153,232+172532530.12%0
Forian
COM
52,65752,65701121090.05%-3
iShares ESG Optimized MSCI USA ETF2,5812,692+1113603560.17%-4
SPDR MSCI EAFE Fossil Fuel Free ETF6,9676,96703523470.17%-5
SPDR DoubleLine Total Return Tactical ETF
ST STR TOTAL ETF
7,7257,653-723113040.15%-7
Vanguard Mid-Cap Index ETF2,9062,905-18448340.41%-9
Vanguard Total Stock Market ETF1,9031,907+46386120.30%-26
iShares Russell Mid-Cap Growth Index ETF3,4993,49904794480.22%-31
Amazon.com(AMZN)1,3851,383-23202880.14%-32
Fidelity NASDAQ Composite Index ETF4,9694,96904544220.21%-32
Kraft Heinz Co(KHC)18,62118,62104524190.21%-33
iShares S&P 500 Value ETF1,4661,308-1583112760.14%-35
AbbVie(ABBV)3,2623,26207457090.35%-36
Alphabet Cl A(GOOG)1,3641,346-184273870.19%-40
SPDR S&P 500 Index ETF(SPY)1,2551,224-318567960.39%-60
Paychex(PAYX)3,1543,15403542910.14%-63
Broadcom(AVGO)1,8821,883+16515830.29%-69
Abbott Laboratories3,0513,05103823130.15%-69
The Walt Disney Company(DIS)3,9903,99004543850.19%-69
Revvity(RVTY)8,2608,26007997240.36%-75
iShares S&P Mid-Cap 400 Growth ETF2,8591,988-8712772000.10%-77
iShares Russell 1000 Growth Index ETF1,9271,92709128220.40%-90
Apple(AAPL)7,7707,749-212,1121,9670.96%-146
Berkshire Hathaway Cl B6,7786,77803,4073,2481.59%-159
Alphabet Cl C(GOOG)7,0387,090+522,2092,0341.00%-175
Vanguard Growth Index ETF2,1121,947-1651,0308500.42%-180
UnitedHealth Group(UNH)6520-6522150-215
International Business Machines(IBM)7290-7292160-216
iShares Core S&P 500 Index ETF7,7027,626-765,2764,9822.44%-294
Crown Castle(CCI)16,37914,274-2,1051,4561,1610.57%-295
Microsoft(MSFT)3,2873,288+11,5901,2170.60%-372
Vanguard Mid-Cap Growth Index ETF24,63724,677+406,8776,3513.12%-527
Vanguard 500 Index ETF60,52859,743-78537,95935,69917.51%-2,260
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