0001085146-21-002935.txt : 20211028
0001085146-21-002935.hdr.sgml : 20211028
20211028154542
ACCESSION NUMBER: 0001085146-21-002935
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211028
DATE AS OF CHANGE: 20211028
EFFECTIVENESS DATE: 20211028
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AAF 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: 211357914
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: AAFCPAs Wealth Management, LLC
DATE OF NAME CHANGE: 20210209
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
09-30-2021
09-30-2021
false
AAF 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
10-26-2021
0
31
131627
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
3
1
SH
SOLE
1-0001299351
0
0
1
AMAZON COM INC
COM
023135106
266
81
SH
SOLE
0
0
81
AMAZON COM INC
COM
023135106
16
5
SH
SOLE
1-0001034524
0
0
5
APPLE INC
COM
037833100
1815
12825
SH
SOLE
0
0
12825
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7
25
SH
SOLE
1-0001299351
0
0
25
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
322
1180
SH
SOLE
0
0
1180
HOMOLOGY MEDICINES INC
COM
438083107
374
47501
SH
SOLE
0
0
47501
INVESCO QQQ TR
UNIT SER 1
46090E103
238
664
SH
SOLE
0
0
664
ISHARES INC
CORE MSCI EMKT
46434G103
356
5767
SH
SOLE
0
0
5767
ISHARES TR
CORE MSCI EAFE
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2808
37820
SH
SOLE
0
0
37820
ISHARES TR
CORE MSCI TOTAL
46432F834
17253
243005
SH
SOLE
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0
243005
ISHARES TR
CORE S&P MCP ETF
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SOLE
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46181
ISHARES TR
CORE S&P SCP ETF
464287804
5600
51281
SH
SOLE
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0
51281
ISHARES TR
CORE S&P500 ETF
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31936
74117
SH
SOLE
0
0
74117
ISHARES TR
CORE US AGGBD ET
464287226
4122
35892
SH
SOLE
0
0
35892
ISHARES TR
RUS 1000 ETF
464287622
281
1161
SH
SOLE
0
0
1161
ISHARES TR
RUS 1000 GRW ETF
464287614
704
2570
SH
SOLE
0
0
2570
ISHARES TR
RUS 1000 VAL ETF
464287598
399
2548
SH
SOLE
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0
2548
ISHARES TR
RUS MID CAP ETF
464287499
542
6934
SH
SOLE
0
0
6934
ISHARES TR
RUSSELL 2000 ETF
464287655
969
4428
SH
SOLE
0
0
4428
ISHARES TR
S&P 100 ETF
464287101
273
1384
SH
SOLE
0
0
1384
JOHNSON & JOHNSON
COM
478160104
222
1377
SH
SOLE
0
0
1377
JOHNSON & JOHNSON
COM
478160104
15
92
SH
SOLE
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MICROSOFT CORP
COM
594918104
8
28
SH
SOLE
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0
28
MICROSOFT CORP
COM
594918104
341
1210
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MICROSOFT CORP
COM
594918104
11
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SH
SOLE
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0
41
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
17797
52601
SH
SOLE
0
0
52601
SPDR S&P 500 ETF TR
TR UNIT
78462F103
479
1115
SH
SOLE
0
0
1115
VANGUARD INDEX FDS
GROWTH ETF
922908736
480
1656
SH
SOLE
0
0
1656
VANGUARD INDEX FDS
MID CAP ETF
922908629
12457
52604
SH
SOLE
0
0
52604
VANGUARD INDEX FDS
VALUE ETF
922908744
19381
143161
SH
SOLE
0
0
143161