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 1-0001056593 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