New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Dec. 31, 2017

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 53 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Europe Pacific ETF (VEA) 7.6 $7.9M 176k 44.86
Vanguard Total Stock Market ETF (VTI) 7.0 $7.3M 53k 137.25
Vanguard Total Bond Market ETF (BND) 6.8 $7.1M 87k 81.58
Ishares Tr cur hdg ms emu (HEZU) 6.0 $6.2M 210k 29.81
Vanguard Intl Equity Index F glb ex us etf (VNQI) 5.7 $6.0M 99k 60.50
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 5.6 $5.8M 68k 85.01
Vanguard Star Fd Intl Stk Idxf (VXUS) 4.9 $5.1M 90k 56.80
Spdr S&p 500 Etf (SPY) 4.9 $5.1M 19k 266.88
Vanguard Short Term Corporate Bond ETF (VCSH) 4.7 $4.9M 62k 78.65
Doubleline Total Etf etf (TOTL) 4.5 $4.7M 96k 48.64
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.0 $4.2M 63k 66.09
iShares S&P SmallCap 600 Index (IJR) 3.7 $3.9M 50k 76.81
iShares S&P MidCap 400 Index (IJH) 3.5 $3.7M 19k 189.78
iShares Lehman Aggregate Bond (AGG) 3.4 $3.5M 32k 109.31
iShares MSCI EAFE Index Fund (EFA) 3.2 $3.3M 47k 70.31
SPDR S&P Dividend (SDY) 2.8 $2.9M 30k 94.48
iShares MSCI Emerging Markets Indx (EEM) 2.6 $2.8M 59k 47.12
Vanguard Emerging Markets ETF (VWO) 1.8 $1.9M 42k 45.90
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $1.7M 27k 64.50
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.5M 15k 102.02
Apple (AAPL) 1.4 $1.5M 8.6k 169.24
Berkshire Hathaway (BRK.B) 1.4 $1.4M 7.1k 198.17
Ishares Inc core msci emkt (IEMG) 1.1 $1.2M 21k 56.89
iShares Russell 2000 Index (IWM) 0.9 $902k 5.9k 152.47
iShares Russell Midcap Index Fund (IWR) 0.8 $832k 4.0k 208.10
Vanguard High Dividend Yield ETF (VYM) 0.7 $697k 8.1k 85.65
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $529k 4.8k 110.69
Vanguard REIT ETF (VNQ) 0.5 $499k 6.0k 82.99
Schwab Strategic Tr us dividend eq (SCHD) 0.5 $480k 9.4k 51.15
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $433k 7.9k 54.77
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.4 $396k 11k 37.45
iShares S&P 500 Index (IVV) 0.4 $385k 1.4k 268.67
Ishares Core Intl Stock Etf core (IXUS) 0.4 $378k 6.0k 63.00
Vanguard Small-Cap ETF (VB) 0.3 $370k 2.5k 147.70
iShares Russell 3000 Index (IWV) 0.3 $355k 2.2k 158.13
Home Depot (HD) 0.3 $350k 1.8k 189.39
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $343k 3.4k 101.33
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.3 $343k 8.3k 41.31
Becton, Dickinson and (BDX) 0.3 $321k 1.5k 214.00
Schwab U S Broad Market ETF (SCHB) 0.3 $323k 5.0k 64.60
iShares Barclays TIPS Bond Fund (TIP) 0.3 $301k 2.6k 113.93
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.3 $293k 4.7k 62.34
Ishares Tr core strm usbd (ISTB) 0.3 $284k 5.7k 49.82
At&t (T) 0.3 $273k 7.0k 38.94
First Connecticut 0.3 $275k 11k 26.19
Exxon Mobil Corporation (XOM) 0.2 $258k 3.1k 83.58
Ishares High Dividend Equity F (HDV) 0.2 $246k 2.7k 90.21
American Express Company (AXP) 0.2 $243k 2.4k 99.22
Schwab U S Small Cap ETF (SCHA) 0.2 $230k 3.3k 69.65
Valero Energy Corporation (VLO) 0.2 $222k 2.4k 91.74
iShares Russell 2000 Value Index (IWN) 0.2 $222k 1.8k 125.64
Ishares Inc emrg mrk lc bd (LEMB) 0.2 $207k 4.3k 48.20
Boulder Growth & Income Fund (STEW) 0.1 $129k 17k 7.43