Aufman Associates Inc - Portfolio overview

Aufman Associates Inc has 69 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VB - Vanguard Small-Cap Index ETF, 18.27%
2. VOO - Vanguard 500 Index ETF, 17.44%
3. VEA - Vanguard Developed Markets Index ETF, 15.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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