Instuitional Investor - Aufman Associates Inc
Fund Profile
Filing Period:
| Fund Name: | Aufman Associates Inc |
| Portfolio Value | $250,883,835 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | STX | 50,612 | $48,840,580 | 19.47% | |
| 2. | Vanguard Small-Cap Index Etf - ETF | 141,062 | $42,758,791 | 17.04% | |
| 3. | Vanguard S&P 500 Index Etf - ETF | 59,636 | $40,958,925 | 16.33% | |
| 4. | Vanguard Developed Markets Index Etf - ETF | 493,332 | $35,149,917 | 14.01% | |
| 5. | SCHD | 699,040 | $21,740,144 | 8.67% |
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