Instuitional Investor - Aufman Associates Inc
Fund Profile
Filing Period:
| Fund Name: | Aufman Associates Inc |
| Portfolio Value | $203,834,222 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Small-Cap Index Etf - ETF | 142,772 | $37,394,801 | 18.35% | |
| 2. | Vanguard 500 Index Etf - ETF | 59,743 | $35,699,217 | 17.51% | |
| 3. | Vanguard Developed Markets Index Etf - ETF | 507,208 | $32,501,915 | 15.95% | |
| 4. | STX | 65,507 | $25,663,022 | 12.59% | |
| 5. | SCHD | 678,694 | $18,901,616 | 9.27% |
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