0001801573-23-000001.txt : 20230208 0001801573-23-000001.hdr.sgml : 20230208 20230208141310 ACCESSION NUMBER: 0001801573-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aufman Associates Inc CENTRAL INDEX KEY: 0001801573 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: 23598544 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 12-31-2022 12-31-2022 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 Sewickley PA 02-08-2023 0 43 108190774 false INFORMATION TABLE 2 13F-HR.xml Johnson & Johnson Stock 478160104 633499 3586 SH SOLE 0 0 0 3586 Seagate Technology Holdings Stock G7997R103 5646789 107333 SH SOLE 0 0 0 107333 Vanguard Total Stock Market ETF ETF 922908769 258204 1351 SH SOLE 0 0 0 1350 Coca-Cola Stock 191216100 257175 4043 SH SOLE 0 0 0 4043 Intel Stock 458140100 227974 8626 SH SOLE 0 0 0 8625 Paychex Stock 704326107 271566 2350 SH SOLE 0 0 0 2350 iShares ESG Aware MSCI EAFE ETF ETF 46435G516 367039 5583 SH SOLE 0 0 0 5583 SPDR S&P 500 Index ETF ETF 78462F103 596591 1560 SH SOLE 0 0 0 1560 Alcoa Stock 013872106 317304 6978 SH SOLE 0 0 0 6978 SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 216829 3188 SH SOLE 0 0 0 3187 PepsiCo Stock 713448108 215166 1191 SH SOLE 0 0 0 1191 iShares Core S&P Small-Cap Index ETF ETF 464287804 376573 3979 SH SOLE 0 0 0 3979 Berkshire Hathaway Cl B Stock 084670702 2589200 8382 SH SOLE 0 0 0 8382 Microsoft Stock 594918104 614784 2564 SH SOLE 0 0 0 2563 iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 400439 12179 SH SOLE 0 0 0 12178 Boeing Stock 097023105 205920 1081 SH SOLE 0 0 0 1081 Vanguard Small-Cap Index ETF ETF 922908751 27415158 149369 SH SOLE 0 0 0 149368 Vanguard Mid-Cap Index ETF ETF 922908629 564204 2768 SH SOLE 0 0 0 2768 Vanguard 500 Index ETF ETF 922908363 25485547 72538 SH SOLE 0 0 0 72538 Vanguard Total Int'l Stock Index ETF ETF 921909768 434530 8402 SH SOLE 0 0 0 8401 PPL Stock 69351T106 306868 10502 SH SOLE 0 0 0 10502 Alto Ingredients Stock 021513106 497673 172803 SH SOLE 0 0 0 172803 iShares ESG Advanced MSCI USA ETF ETF 46436E767 332721 10852 SH SOLE 0 0 0 10851 Vanguard Mid-Cap Growth Index ETF ETF 922908538 4493664 24998 SH SOLE 0 0 0 24998 AbbVie Stock 00287Y109 441971 2735 SH SOLE 0 0 0 2734 Vanguard FTSE All-World ex US Index ETF ETF 922042775 2750380 54854 SH SOLE 0 0 0 54854 Schwab Fundamental US Large Company Index ETF ETF 808524771 214936 4022 SH SOLE 0 0 0 4022 iShares Core S&P 500 Index ETF ETF 464287200 2665841 6938 SH SOLE 0 0 0 6938 Chevron Stock 166764100 320364 1785 SH SOLE 0 0 0 1784 ConocoPhillips Stock 20825C104 445450 3775 SH SOLE 0 0 0 3775 Vanguard Developed Markets Index ETF ETF 921943858 19893421 473991 SH SOLE 0 0 0 473991 Pfizer Stock 717081103 279322 5451 SH SOLE 0 0 0 5451 Alphabet Cl C Stock 02079K107 761104 8578 SH SOLE 0 0 0 8577 Minerals Technologies Stock 603158106 506549 8342 SH SOLE 0 0 0 8342 SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 206937 5168 SH SOLE 0 0 0 5168 Exxon Mobil Stock 30231G102 1466634 13297 SH SOLE 0 0 0 13296 UnitedHealth Group Stock 91324P102 494930 934 SH SOLE 0 0 0 933 Crown Castle International REIT 22822V101 2754441 20307 SH SOLE 0 0 0 20307 iShares Core S&P Mid-Cap Index ETF ETF 464287507 244067 1009 SH SOLE 0 0 0 1009 Apple Stock 037833100 1020177 7852 SH SOLE 0 0 0 7851 Abbott Laboratories Stock 002824100 334969 3051 SH SOLE 0 0 0 3051 The Walt Disney Company Stock 254687106 354950 4086 SH SOLE 0 0 0 4085 Fidelity NASDAQ Composite Index Tracking ETF ETF 315912808 308914 7540 SH SOLE 0 0 0 7540