0001085146-21-001430.txt : 20210504
0001085146-21-001430.hdr.sgml : 20210504
20210503205250
ACCESSION NUMBER: 0001085146-21-001430
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210504
DATE AS OF CHANGE: 20210503
EFFECTIVENESS DATE: 20210504
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: 21885522
BUSINESS ADDRESS:
STREET 1: 50 WASHINGTON STREET
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
BUSINESS PHONE: 508-366-9100
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
03-31-2021
03-31-2021
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
04-30-2021
0
24
117750
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
APPLE INC
COM
037833100
1444
11826
SH
SOLE
0
0
11826
HOMOLOGY MEDICINES INC
COM
438083107
563
59790
SH
SOLE
0
0
59790
ISHARES INC
CORE MSCI EMKT
46434G103
357
5579
SH
SOLE
0
0
5579
ISHARES TR
CORE MSCI EAFE
46432F842
3008
41722
SH
SOLE
0
0
41722
ISHARES TR
CORE MSCI TOTAL
46432F834
15320
217969
SH
SOLE
0
0
217969
ISHARES TR
CORE S&P MCP ETF
464287507
11454
43981
SH
SOLE
0
0
43981
ISHARES TR
CORE S&P SCP ETF
464287804
5521
50872
SH
SOLE
0
0
50872
ISHARES TR
CORE S&P500 ETF
464287200
29906
75163
SH
SOLE
0
0
75163
ISHARES TR
RUS 1000 ETF
464287622
259
1156
SH
SOLE
0
0
1156
ISHARES TR
RUS 1000 GRW ETF
464287614
622
2565
SH
SOLE
0
0
2565
ISHARES TR
RUS 1000 VAL ETF
464287598
449
2961
SH
SOLE
0
0
2961
ISHARES TR
RUS MID CAP ETF
464287499
526
7122
SH
SOLE
0
0
7122
ISHARES TR
RUSSELL 2000 ETF
464287655
1265
5716
SH
SOLE
0
0
5716
ISHARES TR
S&P 100 ETF
464287101
247
1376
SH
SOLE
0
0
1376
JOHNSON & JOHNSON
COM
478160104
224
1365
SH
SOLE
0
0
1365
JOHNSON & JOHNSON
COM
478160104
15
92
SH
SOLE
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0
0
92
MICROSOFT CORP
COM
594918104
20
86
SH
SOLE
1-0001034524
0
0
86
MICROSOFT CORP
COM
594918104
7
28
SH
SOLE
1-0001056593
0
0
28
MICROSOFT CORP
COM
594918104
279
1187
SH
SOLE
0
0
1187
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
16211
49087
SH
SOLE
0
0
49087
SPDR S&P 500 ETF TR
TR UNIT
78462F103
440
1112
SH
SOLE
0
0
1112
VANGUARD INDEX FDS
GROWTH ETF
922908736
425
1652
SH
SOLE
0
0
1652
VANGUARD INDEX FDS
MID CAP ETF
922908629
11026
49809
SH
SOLE
0
0
49809
VANGUARD INDEX FDS
VALUE ETF
922908744
18162
138202
SH
SOLE
0
0
138202