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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 17.1 $32M +4% 510k 63.26
SPDR S&P 500 Etf (SPY) 6.2 $12M 27k 429.16
Vanguard Total Stock Market Etf (VTI) 5.5 $10M +3% 47k 222.06
Vanguard Interm. Treasuries Etf (VGIT) 4.9 $9.3M -6% 138k 67.55
iShares Russell 2000 Etf (IWM) 3.9 $7.3M +2% 33k 218.74
iShares EMU Hedged ETF Etf (HEZU) 3.3 $6.2M +41% 171k 36.06
SPDR Doubleline Ttl Rtrn Etf (TOTL) 3.2 $6.1M -8% 126k 48.32
Vanguard Int'l Developed Marke Etf (VEA) 3.2 $6.1M +9% 120k 50.49
Proshares Dividend Aristocrats Etf (REGL) 3.2 $6.0M +20% 88k 67.75
Vanguard Total Bond Market Etf (BND) 3.2 $6.0M +14% 70k 85.45
ProShares Dividend Aristocrats Etf (NOBL) 3.0 $5.8M +20% 65k 88.53
iShares Core S&P 500 Etf (IVV) 2.8 $5.4M +4% 13k 430.84
Vanguard Mid-Cap Etf (VO) 2.8 $5.4M +3% 23k 236.75
iShares Core MSCI EAFE Etf (IEFA) 2.8 $5.4M +3% 72k 74.24

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iShares MSCI Emerging Markets Etf (EEM) 2.4 $4.6M 91k 50.38
iShares Core US Aggregate Bond Etf (AGG) 2.1 $3.9M 34k 114.82
Invesco S&P 500 Equal Weight Etf (RSP) 2.0 $3.8M +14% 26k 149.82
Vanguard Emerging Markets Etf (VWO) 1.8 $3.4M +2% 68k 50.01
Vanguard Short-Term Treasuries Etf (VGSH) 1.5 $2.9M -8% 47k 61.40
iShares US Technology Etf (IYW) 1.5 $2.8M 28k 101.26
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.4 $2.7M +25% 33k 82.40
iShares Core S&P Small-Cap Etf (IJR) 1.4 $2.6M +5% 24k 109.19
iShares DJ US Real Estate Etf (IYR) 1.4 $2.6M +10% 25k 102.40
SPDR S&P Dividend Etf (SDY) 1.4 $2.6M 22k 117.53
iShares Core MSCI Totl Etf (IXUS) 1.3 $2.5M 36k 71.01
iShares National Muni Bond Etf (MUB) 1.2 $2.3M +12% 20k 116.15
Vanguard Dividend Appreciation Etf (VIG) 1.2 $2.3M -5% 15k 153.62
iShares MSCI EAFE Etf (EFA) 1.2 $2.2M 29k 78.01
Vanguard Small-Cap Etf (VB) 1.1 $2.1M 9.8k 218.70
Apple Computer Equity (AAPL) 1.1 $2.1M 15k 141.49
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.9 $1.7M 31k 56.30
iShares Core S&P Mid-Cap Etf (IJH) 0.8 $1.5M 5.6k 263.09
Vanguard Interm. Corp. Bond Etf (VCIT) 0.7 $1.4M 15k 94.41
Vanguard All-World ex-US Etf (VEU) 0.6 $1.2M 20k 60.97
iShares Russell Mid-Cap Etf (IWR) 0.6 $1.2M 15k 78.21
SPDR Financial Select Sector Etf (XLF) 0.6 $1.1M +104% 28k 37.53
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.5 $1.0M 17k 61.74
Vanguard High Dividend Yield Etf (VYM) 0.4 $841k 8.1k 103.34
K K R Real Estate Finance Trus Equity (KREF) 0.4 $801k NEW 38k 21.11
Vanguard Real Estate Etf (VNQ) 0.4 $781k +16% 7.7k 101.80
iShares ESG Aware MSCI Etf (ESGD) 0.4 $741k 9.5k 78.36
Schwab US Dividend Equity Etf (SCHD) 0.4 $697k 9.4k 74.28
Semiconductor Holders Tr Equity (SMH) 0.3 $486k +48% 1.9k 256.33
Chubb Corp. Equity (CB) 0.2 $433k 2.5k 173.62
iShares Core S&P Total Etf (ITOT) 0.2 $374k -2% 3.8k 98.34
Schwab US Broad Market Etf (SCHB) 0.2 $364k 3.5k 103.79
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $357k 800.00 446.25
Home Depot Equity (HD) 0.2 $353k 1.1k 328.68
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $344k 2.2k 158.31
Amazon Equity (AMZN) 0.2 $342k -12% 104.00 3288.46
iShares TIPS Bond Etf (TIP) 0.2 $338k +25% 2.6k 127.79
Berkshire Hathaway Cl B Equity (BRK.B) 0.2 $337k 1.2k 272.65
Tesla Motors Equity (TSLA) 0.2 $326k +6% 420.00 776.19
Microsoft Equity (MSFT) 0.2 $320k 1.1k 281.44
iShares Cohen & Steers REIT Etf (ICF) 0.2 $314k +10% 4.8k 65.50
iShares Russell 3000 Etf (IWV) 0.2 $302k -3% 1.2k 254.85
PowerShares Dividend Achievers Etf (PFM) 0.2 $289k 8.0k 36.01
Target Corporation Equity (TGT) 0.2 $288k 1.3k 229.12
Peoples United Equity (PBCT) 0.1 $251k 14k 17.48
Willis Towers Watson Equity (WLTW) 0.1 $245k 1.1k 232.23
iShares Residential Real Estat Etf (REZ) 0.1 $235k 2.7k 85.70
Vanguard S&P 500 ETF Etf (VOO) 0.1 $232k +5% 587.00 395.23
Starbucks Corp Equity (SBUX) 0.1 $215k 2.0k 110.20
Schwab Fundamental US Large Etf (FNDX) 0.1 $214k 4.0k 53.86
iShares Core US Growth Etf (IUSG) 0.1 $205k 2.0k 102.50
U S Silica Hldgs Equity (SLCA) 0.0 $83k 10k 7.96

Past Filings by New England Guild Wealth Advisors

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