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