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

New England Guild Wealth Advisors holds 70 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 15.8 $26M -2% 497k 51.61
SPDR S&P 500 Etf (SPY) 6.2 $10M -2% 27k 377.25
Vanguard Int'l Developed Marke Etf (VEA) 5.2 $8.5M 208k 40.80
Vanguard Total Stock Market Etf (VTI) 5.2 $8.5M 45k 188.63
Proshares Dividend Aristocrats Etf (REGL) 4.3 $7.0M 104k 67.46
iShares Core MSCI EAFE Etf (IEFA) 3.9 $6.3M +3% 106k 58.85
Vanguard Interm. Treasuries Etf (VGIT) 3.7 $5.9M -10% 97k 61.16
ProShares Dividend Aristocrats Etf (NOBL) 3.2 $5.2M -3% 61k 85.36
iShares Russell 2000 Etf (IWM) 3.2 $5.2M -15% 31k 169.35
iShares Core S&P 500 Etf (IVV) 2.9 $4.8M 13k 379.13
iShares EMU Hedged ETF Etf (HEZU) 2.8 $4.5M 144k 31.34
Vanguard Total Bond Market Etf (BND) 2.8 $4.5M 60k 75.26
SPDR Doubleline Ttl Rtrn Etf (TOTL) 2.7 $4.4M -3% 104k 42.18
Vanguard Mid-Cap Etf (VO) 2.5 $4.1M 21k 196.98

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Invesco S&P 500 Equal Weight Etf (RSP) 2.4 $3.9M +5% 29k 134.21
iShares MSCI Emerging Markets Etf (EEM) 2.1 $3.4M +3% 84k 40.10
iShares Core US Aggregate Bond Etf (AGG) 1.7 $2.7M -4% 27k 101.67
SPDR S&P Dividend Etf (SDY) 1.6 $2.7M 23k 118.71
Vanguard Emerging Markets Etf (VWO) 1.6 $2.6M -8% 63k 41.65
Vanguard Short-Term Treasuries Etf (VGSH) 1.4 $2.3M -2% 40k 58.86
iShares Core S&P Small-Cap Etf (IJR) 1.4 $2.3M +2% 25k 92.42
iShares US Technology Etf (IYW) 1.4 $2.2M 28k 79.94
iShares Core MSCI Totl Etf (IXUS) 1.4 $2.2M +5% 39k 57.03
iShares DJ US Real Estate Etf (IYR) 1.4 $2.2M -21% 24k 91.98
Vanguard Dividend Appreciation Etf (VIG) 1.3 $2.2M -2% 15k 143.47
Apple Computer Equity (AAPL) 1.3 $2.0M 15k 136.69
iShares MSCI EAFE Etf (EFA) 1.1 $1.8M 29k 62.48
iShares Core S&P Mid-Cap Etf (IJH) 1.1 $1.7M +35% 7.6k 226.19
iShares TIPS Bond Etf (TIP) 1.0 $1.6M +258% 14k 113.92
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.8 $1.3M 29k 44.27
Vanguard Small-Cap Etf (VB) 0.8 $1.3M -9% 7.2k 176.14
K K R Real Estate Finance Trus Equity (KREF) 0.7 $1.2M +15% 68k 17.45
Vanguard Short-Term Corp. Bond Etf (VCSH) 0.7 $1.1M -12% 14k 76.29
Vanguard Interm. Corp. Bond Etf (VCIT) 0.7 $1.1M 13k 80.04
iShares Russell Mid-Cap Etf (IWR) 0.6 $998k 15k 64.67
Vanguard All-World ex-US Etf (VEU) 0.6 $996k 20k 49.94
SPDR Financial Select Sector Etf (XLF) 0.5 $891k -10% 28k 31.46
Vanguard High Dividend Yield Etf (VYM) 0.5 $828k 8.1k 101.74
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.5 $819k 17k 49.04
Vanguard Real Estate Etf (VNQ) 0.5 $803k +5% 8.8k 91.15
Berkshire Hathaway Cl B Equity (BRK.B) 0.5 $747k -4% 2.7k 273.03
Schwab US Dividend Equity Etf (SCHD) 0.4 $719k 10k 71.66
Raytheon Technologies Equity (RTX) 0.4 $597k 6.2k 96.17
iShares ESG Aware MSCI Etf (ESGD) 0.3 $554k 8.8k 62.75
Chubb Corp. Equity (CB) 0.3 $490k 2.5k 196.47
Semiconductor Holders Tr Equity (SMH) 0.2 $388k 1.9k 203.57
Schwab US REIT Etf (SCHH) 0.2 $372k NEW 18k 21.11
Tesla Motors Equity (TSLA) 0.2 $357k 530.00 673.58
SPDR Portfolio Emerging Market Etf (SPEM) 0.2 $348k +91% 10k 34.77
Carrier Global Corp Equity (CARR) 0.2 $345k 9.7k 35.66
Microsoft Equity (MSFT) 0.2 $326k -5% 1.3k 257.10
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $322k 2.2k 148.18
iShares Core S&P Total Etf (ITOT) 0.2 $319k 3.8k 83.88
Schwab US Broad Market Etf (SCHB) 0.2 $311k 7.0k 44.22
American Intl Group Equity (AIG) 0.2 $307k NEW 6.0k 51.17
Otis Worldwide Corp Equity (OTIS) 0.2 $306k 4.3k 70.56
Home Depot Equity (HD) 0.2 $300k 1.1k 274.73
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $280k 800.00 350.00
PowerShares Dividend Achievers Etf (PFM) 0.2 $277k 8.0k 34.52
M&T Bank Corporation Equity (MTB) 0.2 $270k NEW 1.7k 159.39
iShares Cohen & Steers REIT Etf (ICF) 0.2 $265k -9% 4.4k 60.71
iShares Russell 3000 Etf (IWV) 0.2 $258k 1.2k 217.72
iShares MSCI ACWI Ex US Etf (ACWX) 0.2 $257k -18% 5.7k 45.06
Valero Energy Corp Equity (VLO) 0.2 $257k 2.4k 106.20
Johnson & Johnson Equity (JNJ) 0.1 $238k 1.3k 177.61
Vanguard S&P 500 ETF Etf (VOO) 0.1 $227k -22% 655.00 346.56
iShares Residential Real Estat Etf (REZ) 0.1 $223k 2.8k 79.90
Amazon Equity (AMZN) 0.1 $221k +1900% 2.1k 106.25
Willis Towers Watson Equity (WTW) 0.1 $208k 1.1k 197.16
Schwab Fundamental US Large Etf (FNDX) 0.1 $204k 4.0k 50.85

Past Filings by New England Guild Wealth Advisors

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

View all past filings