0001802862-22-000003.txt : 20220525 0001802862-22-000003.hdr.sgml : 20220525 20220525163530 ACCESSION NUMBER: 0001802862-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220525 DATE AS OF CHANGE: 20220525 EFFECTIVENESS DATE: 20220525 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AFFINIA FINANCIAL GROUP, LLC CENTRAL INDEX KEY: 0001802862 IRS NUMBER: 842260987 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19947 FILM NUMBER: 22963596 BUSINESS ADDRESS: STREET 1: 80 BLANCHARD ROAD STREET 2: SUIT 201 CITY: BURLINGTON STATE: MA ZIP: 01803 BUSINESS PHONE: 781-365-8586 MAIL ADDRESS: STREET 1: 80 BLANCHARD ROAD STREET 2: SUIT 201 CITY: BURLINGTON STATE: MA ZIP: 01803 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802862 XXXXXXXX 03-31-2022 03-31-2022 AFFINIA FINANCIAL GROUP, LLC

80 BLANCHARD ROAD SUIT 201 BURLINGTON MA 01803

13F HOLDINGS REPORT 028-19947 N John W. Nadworny (781) 365-8586 John W. Nadworny Burlington MA 05-25-2022 0 30 130631 false INFORMATION TABLE 2 13FAffinia20220331.xlsx.xml ALPHABET INC CAP STK CL A Stock 02079K305 504 197 SH SOLE 0 0 197 ALPHABET INC CAP STK CL C Stock 02079K107 351 137 SH SOLE 0 0 137 ANALOG DEVICES INC COM Stock 032654105 463 2870 SH SOLE 0 0 2870 APPLE INC COM Stock 037833100 1674 10010 SH SOLE 0 0 10010 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 375 1075 SH SOLE 0 0 1075 CGI INC CL A SUB VTG Stock 12532H104 1144 14000 SH SOLE 0 0 14000 CVS HEALTH CORP COM Stock 126650100 574 5385 SH SOLE 0 0 5385 HOME DEPOT INC COM Stock 437076102 390 1239 SH SOLE 0 0 1239 INVESCO QQQ TRUST ETF 46090E103 537 1575 SH SOLE 0 0 1575 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 3918 47179 SH SOLE 0 0 47179 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 254 2704 SH SOLE 0 0 2704 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1109 13132 SH SOLE 0 0 13132 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1198 12587 SH SOLE 0 0 12587 ISHARES SHORT TREASURY BOND ETF ETF 464288679 10332 93744 SH SOLE 0 0 93744 JPMORGAN CHASE & CO COM Stock 46625H100 294 2233 SH SOLE 0 0 2233 KEYCORP COM Stock 493267108 754 34648 SH SOLE 0 0 34648 MICROSOFT CORP COM Stock 594918104 518 1808 SH SOLE 0 0 1808 NEW JERSEY RES CORP COM Stock 646025106 275 5873 SH SOLE 0 0 5873 PROCTER AND GAMBLE CO COM Stock 742718109 213 1299 SH SOLE 0 0 1299 SABA CAPITAL INCOME & OPRNT FD SHARES CEF 78518H103 98 22667 SH SOLE 0 0 22667 SPDR MSCI USA STRATEGICFACTORS ETF ETF 78468R812 561 4508 SH SOLE 0 0 4508 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805 2426 44270 SH SOLE 0 0 44270 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 41128 786687 SH SOLE 0 0 786687 SPDR S&P 500 ETF ETF 78462F103 39169 88078 SH SOLE 0 0 88078 SPDR S&P DIVIDEND ETF ETF 78464A763 485 3664 SH SOLE 0 0 3664 TEXAS INSTRS INC COM Stock 882508104 257 1433 SH SOLE 0 0 1433 UNION PAC CORP COM Stock 907818108 216 873 SH SOLE 0 0 873 VANECK MORNINGSTAR WIDE MOAT ETF ETF 92189F643 20975 283824 SH SOLE 0 0 283824 VANGUARD REAL ESTATE ETF ETF 922908553 207 1841 SH SOLE 0 0 1841 VANGUARD RUSSELL 1000 ETF ETF 92206C730 232 1140 SH SOLE 0 0 1140