Titelia

Holdings of Aufman Associates Inc

60 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 84.3 % of the equity sleeve

Sector breakdown

  • Funds 24.1 %
  • Health care 3.0 %
  • Technology 2.3 %
  • Financials 1.8 %
  • Communication 1.7 %
  • Energy 1.0 %
  • Real estate 0.7 %
  • Consumer discretionary 0.4 %
  • Consumer staples 0.3 %
  • Industrials 0.3 %
  • Materials 0.2 %
  • Utilities 0.2 %
  • Unattributed 63.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US59175.8M $99.80 %
2TW1348.1K $0.20 %

Positions

RankCompanySharesValueWeight
1Vanguard Small-Cap ETF 142,77237.4M $
2Vanguard S&P 500 ETF 59,74335.7M $
3Vanguard FTSE Developed Markets ETF 507,20832.5M $
4Schwab Fundamental U.S. Large Company ETF 678,69418.9M $
5Vanguard Mid-Cap Growth ETF 24,6776.4M $
6iShares Core S&P 500 ETF 7,6265M $
7Vanguard FTSE All-World ex-US ETF 52,2483.9M $
8Berkshire Hathaway Inc 6,7783.2M $
9Moderna Inc 56,9982.7M $
10Minerals Technologies Inc 38,0112.7M $
11Alphabet Inc 7,0902M $
12Apple Inc 7,7492M $
13Exxon Mobil Corp 8,6481.5M $
14Microsoft Corp 3,2881.2M $
15Crown Castle Inc 14,2741.2M $
16Vanguard Total International S 14,6741.1M $
17iShares ESG Aware MSCI USA Small-Cap ETF 22,0631M $
18Vanguard Growth ETF 1,947850.3K $
19Vanguard Mid-Cap ETF 2,905834.2K $
20iShares Russell 1000 Growth ETF 1,927821.7K $
21State Street SPDR S&P 500 ETF Trust 1,224796K $
22Johnson & Johnson 3,203782.9K $
23Revvity Inc 8,260723.7K $
24AbbVie Inc 3,262709.4K $
25iShares ESG Aware MSCI EAFE ETF 6,911660.8K $
26Chevron Corp 2,997620.1K $
27Vanguard Total Stock Market ETF 1,907611.8K $
28Broadcom Inc 1,883582.9K $
29iShares Trust 2,310493.6K $
30iShares Core S&P Small-Cap ETF 3,945490.4K $
31iShares Trust 3,499448.3K $
32Merck & Co Inc 3,675442.1K $
33Kraft Heinz Co/The 18,621418.8K $
34Alphabet Inc 1,346387.1K $
35Walt Disney Co/The 3,990384.6K $
36iShares ESG Optimized MSCI USA ETF 2,692355.6K $
37Taiwan Semiconductor Manufacturing Co Ltd 1,030348.1K $
38ConocoPhillips 2,400316.8K $
39Abbott Laboratories 3,051313.2K $
40Ssga Active Trust 7,653304.1K $
41Paychex Inc 3,154290.5K $
42iShares MSCI EAFE ETF 2,984289.8K $
43Coca-Cola Co/The 3,802289.2K $
44Amazon.com Inc 1,383288K $
45PPL Corp 7,485285.9K $
46iShares Russell 2000 Value ETF 1,500284.4K $
47PepsiCo Inc 1,797279.1K $
48iShares Core S&P Mid-Cap ETF 4,091276.3K $
49iShares Trust 1,308276.2K $
50Verizon Communications Inc 5,242263.1K $
51McKesson Corp 300259.6K $
52McDonald's Corp. 829257.7K $
53Vanguard Short-term Bond Etf 3,232253.5K $
54Caterpillar Inc 350248K $
55iShares S&P Mid-Cap 400 Value ETF 1,864247K $
56Marriott International Inc/MD 702229.5K $
57Fidelity Covington Trust 6,133214.1K $
58iShares S&P Mid-Cap 400 Growth ETF 1,988200K $
59iShares Global Clean Energy ETF 10,269187.8K $
60FORIAN INC 52,657109K $