0001801573-23-000005.txt : 20231113 0001801573-23-000005.hdr.sgml : 20231113 20231113143723 ACCESSION NUMBER: 0001801573-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231397832 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 09-30-2023 09-30-2023 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 11-13-2023 0 43 119209256 false INFORMATION TABLE 2 13F-HR.xml Johnson & Johnson Stock 478160104 444199 2852 SH SOLE 0 0 0 2852 Seagate Technology Holdings Stock G7997R103 7018069 106415 SH SOLE 0 0 0 106415 Vanguard Total Stock Market ETF ETF 922908769 225416 1061 SH SOLE 0 0 0 1061 Coca-Cola Stock 191216100 226401 4044 SH SOLE 0 0 0 4044 Intel Stock 458140100 220587 6205 SH SOLE 0 0 0 6204 Paychex Stock 704326107 271026 2350 SH SOLE 0 0 0 2350 iShares ESG Aware MSCI EAFE ETF ETF 46435G516 474335 6861 SH SOLE 0 0 0 6861 SPDR S&P 500 Index ETF ETF 78462F103 653617 1529 SH SOLE 0 0 0 1529 SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 230485 6498 SH SOLE 0 0 0 6497 PepsiCo Stock 713448108 201803 1191 SH SOLE 0 0 0 1191 iShares Core S&P Small-Cap Index ETF ETF 464287804 376077 3987 SH SOLE 0 0 0 3986 Berkshire Hathaway Cl B Stock 084670702 2792592 7972 SH SOLE 0 0 0 7972 Alphabet Cl A Stock 02079K305 240652 1839 SH SOLE 0 0 0 1839 Microsoft Stock 594918104 757949 2400 SH SOLE 0 0 0 2400 iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 581712 17287 SH SOLE 0 0 0 17287 Vanguard Small-Cap Index ETF ETF 922908751 28022426 148212 SH SOLE 0 0 0 148211 Vanguard Mid-Cap Index ETF ETF 922908629 582943 2799 SH SOLE 0 0 0 2799 Vanguard 500 Index ETF ETF 922908363 27658269 70431 SH SOLE 0 0 0 70431 Vanguard Total Int'l Stock Index ETF ETF 921909768 702011 13117 SH SOLE 0 0 0 13116 PPL Stock 69351T106 241985 10271 SH SOLE 0 0 0 10271 Alto Ingredients Stock 021513106 852671 192912 SH SOLE 0 0 0 192912 iShares ESG Advanced MSCI USA ETF ETF 46436E767 485294 14002 SH SOLE 0 0 0 14001 Vanguard Mid-Cap Growth Index ETF ETF 922908538 5203811 26718 SH SOLE 0 0 0 26717 Forian Stock 34630N106 117430 52657 SH SOLE 0 0 0 52657 AbbVie Stock 00287Y109 366754 2460 SH SOLE 0 0 0 2460 Vanguard FTSE All-World ex US Index ETF ETF 922042775 2861091 55159 SH SOLE 0 0 0 55158 Schwab Fundamental US Large Company Index ETF ETF 808524771 214721 3836 SH SOLE 0 0 0 3836 iShares Core S&P 500 Index ETF ETF 464287200 2974349 6926 SH SOLE 0 0 0 6926 Chevron Stock 166764100 287299 1704 SH SOLE 0 0 0 1703 ConocoPhillips Stock 20825C104 394741 3295 SH SOLE 0 0 0 3295 Vanguard Developed Markets Index ETF ETF 921943858 20380826 466167 SH SOLE 0 0 0 466167 Revvity Stock 714046109 2051160 18529 SH SOLE 0 0 0 18529 Alphabet Cl C Stock 02079K107 1148182 8708 SH SOLE 0 0 0 8708 Minerals Technologies Stock 603158106 4062474 74187 SH SOLE 0 0 0 74186 SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 215402 5573 SH SOLE 0 0 0 5573 Exxon Mobil Stock 30231G102 914235 7775 SH SOLE 0 0 0 7775 UnitedHealth Group Stock 91324P102 315254 625 SH SOLE 0 0 0 625 Crown Castle International REIT 22822V101 1903364 20682 SH SOLE 0 0 0 20682 iShares Core S&P Mid-Cap Index ETF ETF 464287507 251594 1009 SH SOLE 0 0 0 1009 Apple Stock 037833100 1309373 7648 SH SOLE 0 0 0 7647 Abbott Laboratories Stock 002824100 295489 3051 SH SOLE 0 0 0 3051 The Walt Disney Company Stock 254687106 289183 3568 SH SOLE 0 0 0 3567 Fidelity NASDAQ Composite Index ETF ETF 315912808 392005 7540 SH SOLE 0 0 0 7540