0001085146-22-001618.txt : 20220429
0001085146-22-001618.hdr.sgml : 20220429
20220429080356
ACCESSION NUMBER: 0001085146-22-001618
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220429
DATE AS OF CHANGE: 20220429
EFFECTIVENESS DATE: 20220429
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: 22870309
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
03-31-2022
03-31-2022
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
04-27-2022
0
32
152134
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
234
84
SH
SOLE
0
0
84
ALPHABET INC
CAP STK CL C
02079K107
1885
675
SH
SOLE
0
0
675
AMAZON COM INC
COM
023135106
473
145
SH
SOLE
0
0
145
AMAZON COM INC
COM
023135106
326
100
SH
Call
SOLE
0
0
100
APPLE INC
COM
037833100
3711
21250
SH
SOLE
0
0
21250
HOMOLOGY MEDICINES INC
COM
438083107
144
47501
SH
SOLE
0
0
47501
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
761
5045
SH
SOLE
0
0
5045
ISHARES INC
CORE MSCI EMKT
46434G103
340
6128
SH
SOLE
0
0
6128
ISHARES TR
CORE MSCI EAFE
46432F842
2569
36967
SH
SOLE
0
0
36967
ISHARES TR
CORE MSCI INTL
46435G326
17350
271414
SH
SOLE
0
0
271414
ISHARES TR
CORE MSCI TOTAL
46432F834
5306
80343
SH
SOLE
0
0
80343
ISHARES TR
CORE S&P MCP ETF
464287507
12474
46501
SH
SOLE
0
0
46501
ISHARES TR
CORE S&P SCP ETF
464287804
5666
52534
SH
SOLE
0
0
52534
ISHARES TR
CORE S&P500 ETF
464287200
31712
69912
SH
SOLE
0
0
69912
ISHARES TR
RUS 1000 ETF
464287622
292
1166
SH
SOLE
0
0
1166
ISHARES TR
RUS 1000 GRW ETF
464287614
714
2573
SH
SOLE
0
0
2573
ISHARES TR
RUS 1000 VAL ETF
464287598
416
2507
SH
SOLE
0
0
2507
ISHARES TR
RUS MID CAP ETF
464287499
525
6730
SH
SOLE
0
0
6730
ISHARES TR
RUSSELL 2000 ETF
464287655
890
4333
SH
SOLE
0
0
4333
ISHARES TR
S&P 100 ETF
464287101
217
1043
SH
SOLE
0
0
1043
JOHNSON & JOHNSON
COM
478160104
284
1601
SH
SOLE
0
0
1601
META PLATFORMS INC
CL A
30303M102
536
2411
SH
SOLE
0
0
2411
MICROSOFT CORP
COM
594918104
610
1980
SH
SOLE
0
0
1980
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
269
4432
SH
SOLE
0
0
4432
SHARECARE INC
COM CL A
81948W104
57
22908
SH
SOLE
0
0
22908
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
19204
55364
SH
SOLE
0
0
55364
SPDR S&P 500 ETF TR
TR UNIT
78462F103
583
1290
SH
SOLE
0
0
1290
UNION PAC CORP
COM
907818108
331
1210
SH
SOLE
0
0
1210
VANGUARD INDEX FDS
GROWTH ETF
922908736
473
1644
SH
SOLE
0
0
1644
VANGUARD INDEX FDS
MID CAP ETF
922908629
12582
52924
SH
SOLE
0
0
52924
VANGUARD INDEX FDS
VALUE ETF
922908744
21719
147062
SH
SOLE
0
0
147062
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
9481
139624
SH
SOLE
0
0
139624