Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUFMAN ASSOCIATES INC | 11-13-2023 | 09-30-2023 | 43 | 119,209,256 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index ETF | ETF | 1 | $28,022,426 | 148,212 | 0.02 | 0.02 | 269 | 0.18 | 09-30-2023 |
| Vanguard 500 Index ETF | ETF | 2 | $27,658,269 | 70,431 | 0.02 | 0.02 | -1,112 | -1.55 | 09-30-2023 |
| Vanguard Developed Markets Index ETF | ETF | 3 | $20,380,826 | 466,167 | 0.02 | 0.02 | 290 | 0.06 | 09-30-2023 |
| Seagate Technology Holdings | Stock | 4 | $7,018,069 | 106,415 | 0.01 | 0.01 | -238 | -0.22 | 09-30-2023 |
