0001801573-23-000002.txt : 20230510 0001801573-23-000002.hdr.sgml : 20230510 20230510155249 ACCESSION NUMBER: 0001801573-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23906123 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 03-31-2023 03-31-2023 Aufman Associates Inc

2200 GEORGETOWN DR, SUITE 401 SEWICKLEY PA 15143

13F HOLDINGS REPORT 028-19776 N William J Gaffey 7249345600 William J Gaffey Wexford PA 05-10-2023 0 42 117492341 false INFORMATION TABLE 2 13F-HR.xml Johnson & Johnson Stock 478160104 556644 3591 SH SOLE 0 0 0 3591 Seagate Technology Holdings Stock G7997R103 7068625 106906 SH SOLE 0 0 0 106906 Vanguard Total Stock Market ETF ETF 922908769 215002 1053 SH SOLE 0 0 0 1053 Coca-Cola Stock 191216100 247810 3995 SH SOLE 0 0 0 3995 Intel Stock 458140100 269667 8254 SH SOLE 0 0 0 8254 Paychex Stock 704326107 269287 2350 SH SOLE 0 0 0 2350 iShares ESG Aware MSCI EAFE ETF ETF 46435G516 491974 6848 SH SOLE 0 0 0 6848 SPDR S&P 500 Index ETF ETF 78462F103 638648 1560 SH SOLE 0 0 0 1560 SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 236130 6375 SH SOLE 0 0 0 6374 PepsiCo Stock 713448108 217119 1191 SH SOLE 0 0 0 1191 iShares Core S&P Small-Cap Index ETF ETF 464287804 384793 3979 SH SOLE 0 0 0 3979 Berkshire Hathaway Cl B Stock 084670702 2568966 8320 SH SOLE 0 0 0 8320 Microsoft Stock 594918104 740265 2568 SH SOLE 0 0 0 2567 iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 515406 15163 SH SOLE 0 0 0 15163 Vanguard Small-Cap Index ETF ETF 922908751 28066354 148061 SH SOLE 0 0 0 148060 Vanguard Mid-Cap Index ETF ETF 922908629 586049 2779 SH SOLE 0 0 0 2778 Vanguard 500 Index ETF ETF 922908363 27368432 72775 SH SOLE 0 0 0 72774 Vanguard Total Int'l Stock Index ETF ETF 921909768 713731 12928 SH SOLE 0 0 0 12927 PPL Stock 69351T106 290878 10467 SH SOLE 0 0 0 10467 Alto Ingredients Stock 021513106 259205 172803 SH SOLE 0 0 0 172803 iShares ESG Advanced MSCI USA ETF ETF 46436E767 471226 14249 SH SOLE 0 0 0 14249 Vanguard Mid-Cap Growth Index ETF ETF 922908538 5266506 27023 SH SOLE 0 0 0 27022 AbbVie Stock 00287Y109 425202 2668 SH SOLE 0 0 0 2668 Vanguard Total Bond Market Index ETF ETF 921937835 995671 13486 SH SOLE 0 0 0 13486 Vanguard FTSE All-World ex US Index ETF ETF 922042775 2905757 54344 SH SOLE 0 0 0 54343 Schwab Fundamental US Large Company Index ETF ETF 808524771 220888 4022 SH SOLE 0 0 0 4022 iShares Core S&P 500 Index ETF ETF 464287200 2856810 6950 SH SOLE 0 0 0 6949 Chevron Stock 166764100 292815 1795 SH SOLE 0 0 0 1794 ConocoPhillips Stock 20825C104 346243 3490 SH SOLE 0 0 0 3490 Vanguard Developed Markets Index ETF ETF 921943858 21188743 469089 SH SOLE 0 0 0 469088 PerkinElmer Stock 714046109 2469175 18529 SH SOLE 0 0 0 18529 Alphabet Cl C Stock 02079K107 884717 8507 SH SOLE 0 0 0 8506 Minerals Technologies Stock 603158106 504454 8349 SH SOLE 0 0 0 8349 SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 213587 5206 SH SOLE 0 0 0 5205 Exxon Mobil Stock 30231G102 908177 8282 SH SOLE 0 0 0 8281 UnitedHealth Group Stock 91324P102 441683 935 SH SOLE 0 0 0 934 Crown Castle International REIT 22822V101 2768079 20682 SH SOLE 0 0 0 20682 iShares Core S&P Mid-Cap Index ETF ETF 464287507 252411 1009 SH SOLE 0 0 0 1009 Apple Stock 037833100 1293338 7843 SH SOLE 0 0 0 7843 Abbott Laboratories Stock 002824100 308944 3051 SH SOLE 0 0 0 3051 The Walt Disney Company Stock 254687106 411387 4109 SH SOLE 0 0 0 4108 Fidelity NASDAQ Composite Index Tracking ETF ETF 315912808 361543 7540 SH SOLE 0 0 0 7540