New England Guild Wealth Advisors

Latest statistics and disclosures from New England Guild Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by New England Guild Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for New England Guild Wealth Advisors

Companies in the New England Guild Wealth Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 16.3 $33M 513k 63.57
SPDR S&P 500 Etf (SPY) 6.6 $13M 28k 474.96
Vanguard Total Stock Market Etf (VTI) 5.7 $11M 47k 241.43
iShares EMU Hedged ETF Etf (HEZU) 4.3 $8.6M +34% 229k 37.65
iShares Russell 2000 Etf (IWM) 3.8 $7.6M +2% 34k 222.46
Vanguard Interm. Treasuries Etf (VGIT) 3.8 $7.5M -17% 113k 66.47
Proshares Dividend Aristocrats Etf (REGL) 3.3 $6.6M 90k 73.73
Vanguard Int'l Developed Marke Etf (VEA) 3.3 $6.6M +7% 129k 51.06
ProShares Dividend Aristocrats Etf (NOBL) 3.0 $6.0M -5% 61k 98.18
iShares Core S&P 500 Etf (IVV) 3.0 $6.0M 13k 476.99
SPDR Doubleline Ttl Rtrn Etf (TOTL) 2.9 $5.8M -2% 124k 47.34
Vanguard Mid-Cap Etf (VO) 2.9 $5.8M 23k 254.78
iShares Core MSCI EAFE Etf (IEFA) 2.8 $5.5M +2% 74k 74.64
Vanguard Total Bond Market Etf (BND) 2.7 $5.5M -7% 65k 84.75

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iShares MSCI Emerging Markets Etf (EEM) 2.2 $4.4M -2% 89k 48.85
Invesco S&P 500 Equal Weight Etf (RSP) 2.1 $4.2M 26k 162.76
iShares Core US Aggregate Bond Etf (AGG) 1.7 $3.4M -12% 30k 114.07
iShares US Technology Etf (IYW) 1.6 $3.2M 28k 114.81
Vanguard Emerging Markets Etf (VWO) 1.6 $3.2M -5% 64k 49.47
iShares DJ US Real Estate Etf (IYR) 1.6 $3.2M +6% 27k 116.14
iShares Core S&P Small-Cap Etf (IJR) 1.4 $2.8M +2% 25k 114.52
SPDR S&P Dividend Etf (SDY) 1.4 $2.8M -2% 22k 129.12
Vanguard Dividend Appreciation Etf (VIG) 1.3 $2.7M +6% 16k 171.76
Apple Computer Equity (AAPL) 1.3 $2.6M 15k 177.58
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.3 $2.6M -3% 32k 81.27
iShares Core MSCI Totl Etf (IXUS) 1.3 $2.5M 36k 70.94
Vanguard Short-Term Treasuries Etf (VGSH) 1.3 $2.5M -12% 42k 60.83
iShares MSCI EAFE Etf (EFA) 1.1 $2.3M 29k 78.69
Vanguard Small-Cap Etf (VB) 1.1 $2.2M 9.6k 225.99
iShares National Muni Bond Etf (MUB) 0.8 $1.6M -27% 14k 116.29
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.8 $1.6M -3% 30k 53.95
iShares Core S&P Mid-Cap Etf (IJH) 0.8 $1.6M 5.6k 283.08
K K R Real Estate Finance Trus Equity (KREF) 0.7 $1.4M +71% 65k 20.84
iShares Russell Mid-Cap Etf (IWR) 0.6 $1.3M 15k 83.01
SPDR Financial Select Sector Etf (XLF) 0.6 $1.2M +12% 32k 39.05
Vanguard Interm. Corp. Bond Etf (VCIT) 0.6 $1.2M -10% 13k 92.75
Vanguard All-World ex-US Etf (VEU) 0.6 $1.2M 20k 61.29
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.5 $1.0M 17k 59.85
Berkshire Hathaway Cl B Equity (BRK.B) 0.5 $918k +148% 3.1k 299.02
Vanguard High Dividend Yield Etf (VYM) 0.5 $912k 8.1k 112.07
Vanguard Real Estate Etf (VNQ) 0.4 $876k 7.6k 116.01
iShares ESG Aware MSCI Etf (ESGD) 0.4 $836k +11% 11k 79.48
Schwab US Dividend Equity Etf (SCHD) 0.4 $759k 9.4k 80.88
Semiconductor Holders Tr Equity (SMH) 0.3 $588k 1.9k 308.50
Raytheon Technologies Equity (RTX) 0.3 $587k NEW 6.8k 86.03
Carrier Global Corp Equity (CARR) 0.3 $549k NEW 10k 54.25
Chubb Corp. Equity (CB) 0.2 $482k 2.5k 193.26
Home Depot Equity (HD) 0.2 $453k 1.1k 414.84
Tesla Motors Equity (TSLA) 0.2 $444k 420.00 1057.14
iShares TIPS Bond Etf (TIP) 0.2 $441k +29% 3.4k 129.10
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $434k 800.00 542.50
iShares Core S&P Total Etf (ITOT) 0.2 $407k 3.8k 107.02
Schwab US Broad Market Etf (SCHB) 0.2 $397k 3.5k 113.07
Microsoft Equity (MSFT) 0.2 $382k 1.1k 335.97
Otis Worldwide Corp Equity (OTIS) 0.2 $378k NEW 4.3k 87.16
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $373k 2.2k 171.65
iShares Cohen & Steers REIT Etf (ICF) 0.2 $372k +2% 4.9k 76.06
Amazon Equity (AMZN) 0.2 $347k 104.00 3336.54
iShares Russell 3000 Etf (IWV) 0.2 $329k 1.2k 277.64
PowerShares Dividend Achievers Etf (PFM) 0.2 $319k 8.0k 39.75
Target Corporation Equity (TGT) 0.1 $291k 1.3k 231.50
iShares Residential Real Estat Etf (REZ) 0.1 $272k 2.8k 98.27
Pfizer Equity (PFE) 0.1 $270k NEW 4.6k 59.11
Peoples United Equity (PBCT) 0.1 $256k 14k 17.82
Vanguard S&P 500 ETF Etf (VOO) 0.1 $256k 587.00 436.12
Willis Towers Watson Equity (WLTW) 0.1 $251k 1.1k 237.91
Johnson & Johnson Equity (JNJ) 0.1 $237k NEW 1.4k 171.37
Schwab Fundamental US Large Etf (FNDX) 0.1 $234k 4.0k 58.71
iShares Core US Growth Etf (IUSG) 0.1 $231k 2.0k 115.50
Starbucks Corp Equity (SBUX) 0.1 $228k 2.0k 116.86
Vanguard Mega Cap Growth Etf (MGK) 0.1 $205k NEW 785.00 261.15
U S Silica Hldgs Equity (SLCA) 0.0 $98k 10k 9.40

Past Filings by New England Guild Wealth Advisors

SEC 13F filings are viewable for New England Guild Wealth Advisors going back to 2019