Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUFMAN ASSOCIATES INC | 05-10-2024 | 03-31-2024 | 46 | 142,039,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index ETF | ETF | 1 | $34,168,189 | 149,474 | 0.02 | 0.02 | 1,262 | 0.85 | 03-31-2024 |
| Vanguard 500 Index ETF | ETF | 2 | $33,415,653 | 69,515 | 0.02 | 0.02 | -916 | -1.30 | 03-31-2024 |
| Vanguard Developed Markets Index ETF | ETF | 3 | $23,645,180 | 471,301 | 0.02 | 0.02 | 5,134 | 1.10 | 03-31-2024 |
| Seagate Technology Holdings | Stock | 4 | $9,346,779 | 100,449 | 0.01 | 0.01 | -5,966 | -5.61 | 03-31-2024 |
