0001085146-21-000613.txt : 20210211 0001085146-21-000613.hdr.sgml : 20210211 20210210210540 ACCESSION NUMBER: 0001085146-21-000613 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210210 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AAFCPAs Wealth Management, LLC CENTRAL INDEX KEY: 0001726609 IRS NUMBER: 043556595 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20666 FILM NUMBER: 21616261 BUSINESS ADDRESS: STREET 1: 50 WASHINGTON STREET CITY: WESTBOROUGH STATE: MA ZIP: 01581 BUSINESS PHONE: 781-965-9100 MAIL ADDRESS: STREET 1: 50 WASHINGTON STREET CITY: WESTBOROUGH STATE: MA ZIP: 01581 FORMER COMPANY: FORMER CONFORMED NAME: Highsight, LLC DATE OF NAME CHANGE: 20171228 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001726609 XXXXXXXX 12-31-2020 12-31-2020 false AAFCPAs Wealth Management, LLC
50 WASHINGTON STREET WESTBOROUGH MA 01581
13F HOLDINGS REPORT 028-20666 N
Andrew Hammond Chief Compliance Officer 508-366-9100 /s/Andrew Hammond Westborough MA 02-10-2021 0 23 110409
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 1521 11466 SH SOLE 0 0 11466 HOMOLOGY MEDICINES INC COM 438083107 675 59790 SH SOLE 0 0 59790 ISHARES INC CORE MSCI EMKT 46434G103 365 5878 SH SOLE 0 0 5878 ISHARES TR CORE MSCI EAFE 46432F842 2983 43178 SH SOLE 0 0 43178 ISHARES TR CORE MSCI TOTAL 46432F834 14158 210715 SH SOLE 0 0 210715 ISHARES TR CORE S&P MCP ETF 464287507 9828 42757 SH SOLE 0 0 42757 ISHARES TR CORE S&P SCP ETF 464287804 5640 61372 SH SOLE 0 0 61372 ISHARES TR CORE S&P500 ETF 464287200 29444 78430 SH SOLE 0 0 78430 ISHARES TR RUS 1000 ETF 464287622 244 1154 SH SOLE 0 0 1154 ISHARES TR RUS 1000 GRW ETF 464287614 668 2770 SH SOLE 0 0 2770 ISHARES TR RUS 1000 VAL ETF 464287598 406 2970 SH SOLE 0 0 2970 ISHARES TR RUS MID CAP ETF 464287499 501 7309 SH SOLE 0 0 7309 ISHARES TR RUSSELL 2000 ETF 464287655 1181 6024 SH SOLE 0 0 6024 ISHARES TR S&P 100 ETF 464287101 229 1332 SH SOLE 0 0 1332 JOHNSON & JOHNSON COM 478160104 242 1538 SH SOLE 0 0 1538 MICROSOFT CORP COM 594918104 387 1741 SH SOLE 0 0 1741 PAYPAL HLDGS INC COM 70450Y103 354 1513 SH SOLE 0 0 1513 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 13546 44290 SH SOLE 0 0 44290 SPDR S&P 500 ETF TR TR UNIT 78462F103 415 1109 SH SOLE 0 0 1109 UNITEDHEALTH GROUP INC COM 91324P102 2634 7511 SH SOLE 0 0 7511 VANGUARD INDEX FDS GROWTH ETF 922908736 419 1653 SH SOLE 0 0 1653 VANGUARD INDEX FDS MID CAP ETF 922908629 9688 46852 SH SOLE 0 0 46852 VANGUARD INDEX FDS VALUE ETF 922908744 14881 125093 SH SOLE 0 0 125093