0001801573-24-000001.txt : 20240214 0001801573-24-000001.hdr.sgml : 20240214 20240214155025 ACCESSION NUMBER: 0001801573-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aufman Associates Inc CENTRAL INDEX KEY: 0001801573 ORGANIZATION NAME: IRS NUMBER: 251839781 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19776 FILM NUMBER: 24637162 BUSINESS ADDRESS: STREET 1: 2200 GEORGETOWN DR, SUITE 401 CITY: SEWICKLEY STATE: PA ZIP: 15143 BUSINESS PHONE: 7249345600 MAIL ADDRESS: STREET 1: 2200 GEORGETOWN DR, SUITE 401 CITY: SEWICKLEY STATE: PA ZIP: 15143 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001801573 XXXXXXXX 12-31-2023 12-31-2023 Aufman Associates Inc

2200 GEORGETOWN DR, SUITE 401 SEWICKLEY PA 15143

13F HOLDINGS REPORT 028-19776 N WILLIAM J GAFFEY 724-934-5600 WILLIAM J GAFFEY WEXFORD PA 02-14-2024 0 43 132501365 false INFORMATION TABLE 2 13F-HR.xml Johnson & Johnson Stock 478160104 447022 2852 SH SOLE 0 0 0 2852 Seagate Technology Holdings Stock G7997R103 8997400 105393 SH SOLE 0 0 0 105393 Vanguard Total Stock Market ETF ETF 922908769 249705 1053 SH SOLE 0 0 0 1052 Coca-Cola Stock 191216100 238378 4045 SH SOLE 0 0 0 4045 Intel Stock 458140100 298988 5950 SH SOLE 0 0 0 5950 Paychex Stock 704326107 279909 2350 SH SOLE 0 0 0 2350 iShares ESG Aware MSCI EAFE ETF ETF 46435G516 508239 6728 SH SOLE 0 0 0 6728 SPDR S&P 500 Index ETF ETF 78462F103 717718 1510 SH SOLE 0 0 0 1510 SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 255706 6555 SH SOLE 0 0 0 6554 PepsiCo Stock 713448108 202279 1191 SH SOLE 0 0 0 1191 iShares Core S&P Small-Cap Index ETF ETF 464287804 418076 3862 SH SOLE 0 0 0 3862 Berkshire Hathaway Cl B Stock 084670702 2812621 7886 SH SOLE 0 0 0 7886 Alphabet Cl A Stock 02079K305 253118 1812 SH SOLE 0 0 0 1812 Microsoft Stock 594918104 875090 2327 SH SOLE 0 0 0 2327 iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 648178 17053 SH SOLE 0 0 0 17052 Vanguard Small-Cap Index ETF ETF 922908751 31727979 148727 SH SOLE 0 0 0 148727 Vanguard Mid-Cap Index ETF ETF 922908629 654545 2814 SH SOLE 0 0 0 2813 Vanguard 500 Index ETF ETF 922908363 30617416 70095 SH SOLE 0 0 0 70094 Vanguard Total Int'l Stock Index ETF ETF 921909768 747522 12897 SH SOLE 0 0 0 12897 PPL Stock 69351T106 275824 10178 SH SOLE 0 0 0 10178 Alto Ingredients Stock 021513106 513146 192912 SH SOLE 0 0 0 192912 iShares ESG Advanced MSCI USA ETF ETF 46436E767 539567 13550 SH SOLE 0 0 0 13550 Vanguard Mid-Cap Growth Index ETF ETF 922908538 5801678 26423 SH SOLE 0 0 0 26422 Forian Stock 34630N106 154022 52657 SH SOLE 0 0 0 52657 AbbVie Stock 00287Y109 381323 2461 SH SOLE 0 0 0 2460 Vanguard FTSE All-World ex US Index ETF ETF 922042775 3143612 55996 SH SOLE 0 0 0 55995 Schwab Fundamental US Large Company Index ETF ETF 808524771 238894 3857 SH SOLE 0 0 0 3856 iShares Core S&P 500 Index ETF ETF 464287200 3387000 7091 SH SOLE 0 0 0 7091 Chevron Stock 166764100 247154 1657 SH SOLE 0 0 0 1656 ConocoPhillips Stock 20825C104 359121 3094 SH SOLE 0 0 0 3094 Vanguard Developed Markets Index ETF ETF 921943858 22458562 468864 SH SOLE 0 0 0 468863 Revvity Stock 714046109 2025405 18529 SH SOLE 0 0 0 18529 Alphabet Cl C Stock 02079K107 1245757 8840 SH SOLE 0 0 0 8839 Minerals Technologies Stock 603158106 4221720 59202 SH SOLE 0 0 0 59202 SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 249138 6190 SH SOLE 0 0 0 6189 Exxon Mobil Stock 30231G102 753812 7540 SH SOLE 0 0 0 7539 UnitedHealth Group Stock 91324P102 329204 625 SH SOLE 0 0 0 625 Crown Castle International REIT 22822V101 2382360 20682 SH SOLE 0 0 0 20682 iShares Core S&P Mid-Cap Index ETF ETF 464287507 279644 1009 SH SOLE 0 0 0 1009 Apple Stock 037833100 1458985 7578 SH SOLE 0 0 0 7577 Abbott Laboratories Stock 002824100 335824 3051 SH SOLE 0 0 0 3051 The Walt Disney Company Stock 254687106 323054 3578 SH SOLE 0 0 0 3577 Fidelity NASDAQ Composite Index ETF ETF 315912808 446670 7540 SH SOLE 0 0 0 7540