0001801573-24-000002.txt : 20240510 0001801573-24-000002.hdr.sgml : 20240510 20240510154018 ACCESSION NUMBER: 0001801573-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24934508 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 03-31-2024 03-31-2024 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 05-10-2024 0 46 142039752 false INFORMATION TABLE 2 13F-HR.xml 03/31/2024 Johnson & Johnson Stock 478160104 451158 2852 SH SOLE 0 0 0 2852 Seagate Technology Holdings Stock G7997R103 9346779 100449 SH SOLE 0 0 0 100449 Vanguard Total Stock Market ETF ETF 922908769 271929 1046 SH SOLE 0 0 0 1046 Coca-Cola Stock 191216100 247480 4045 SH SOLE 0 0 0 4045 Intel Stock 458140100 262945 5953 SH SOLE 0 0 0 5953 Paychex Stock 704326107 288580 2350 SH SOLE 0 0 0 2350 iShares ESG Aware MSCI EAFE ETF ETF 46435G516 528372 6612 SH SOLE 0 0 0 6612 SPDR S&P 500 Index ETF ETF 78462F103 768913 1470 SH SOLE 0 0 0 1470 SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 272599 6555 SH SOLE 0 0 0 6554 PepsiCo Stock 713448108 208437 1191 SH SOLE 0 0 0 1191 iShares Core S&P Small-Cap Index ETF ETF 464287804 427550 3869 SH SOLE 0 0 0 3868 Berkshire Hathaway Cl B Stock 084670702 3275851 7790 SH SOLE 0 0 0 7790 Alphabet Cl A Stock 02079K305 273485 1812 SH SOLE 0 0 0 1812 Microsoft Stock 594918104 931346 2214 SH SOLE 0 0 0 2213 iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 762446 18933 SH SOLE 0 0 0 18933 Vanguard Small-Cap Index ETF ETF 922908751 34168189 149474 SH SOLE 0 0 0 149473 Vanguard Mid-Cap Index ETF ETF 922908629 705771 2825 SH SOLE 0 0 0 2824 Moderna Stock 60770K107 458208 4300 SH SOLE 0 0 0 4300 Vanguard 500 Index ETF ETF 922908363 33415653 69515 SH SOLE 0 0 0 69514 Vanguard Total Int'l Stock Index ETF ETF 921909768 780586 12945 SH SOLE 0 0 0 12945 PPL Stock 69351T106 271143 9849 SH SOLE 0 0 0 9849 Alto Ingredients Stock 021513106 420548 192912 SH SOLE 0 0 0 192912 iShares ESG Advanced MSCI USA ETF ETF 46436E767 611543 13545 SH SOLE 0 0 0 13544 Vanguard Mid-Cap Growth Index ETF ETF 922908538 6276566 26619 SH SOLE 0 0 0 26619 Forian Stock 34630N106 174821 52657 SH SOLE 0 0 0 52657 Meta Platforms Cl A Stock 30303M102 258845 533 SH SOLE 0 0 0 533 AbbVie Stock 00287Y109 448106 2461 SH SOLE 0 0 0 2460 Vanguard FTSE All-World ex US Index ETF ETF 922042775 3208768 54710 SH SOLE 0 0 0 54710 Schwab Fundamental US Large Company Index ETF ETF 808524771 323429 4799 SH SOLE 0 0 0 4799 iShares S&P 500 Growth Index ETF ETF 464287309 206456 2445 SH SOLE 0 0 0 2445 iShares Core S&P 500 Index ETF ETF 464287200 3739170 7112 SH SOLE 0 0 0 7112 Chevron Stock 166764100 267091 1693 SH SOLE 0 0 0 1693 ConocoPhillips Stock 20825C104 358675 2818 SH SOLE 0 0 0 2818 Vanguard Developed Markets Index ETF ETF 921943858 23645180 471301 SH SOLE 0 0 0 471301 Revvity Stock 714046109 1945545 18529 SH SOLE 0 0 0 18529 Alphabet Cl C Stock 02079K107 1327485 8719 SH SOLE 0 0 0 8718 Minerals Technologies Stock 603158106 4171265 55410 SH SOLE 0 0 0 55410 SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 279928 6989 SH SOLE 0 0 0 6989 Exxon Mobil Stock 30231G102 848625 7301 SH SOLE 0 0 0 7300 UnitedHealth Group Stock 91324P102 309357 625 SH SOLE 0 0 0 625 Crown Castle International REIT 22822V101 2243596 21200 SH SOLE 0 0 0 21200 iShares Core S&P Mid-Cap Index ETF ETF 464287507 306433 5045 SH SOLE 0 0 0 5045 Apple Stock 037833100 1280721 7469 SH SOLE 0 0 0 7468 Abbott Laboratories Stock 002824100 346777 3051 SH SOLE 0 0 0 3051 The Walt Disney Company Stock 254687106 437826 3578 SH SOLE 0 0 0 3578 Fidelity NASDAQ Composite Index ETF ETF 315912808 485576 7540 SH SOLE 0 0 0 7540