New England Guild Wealth Advisors

New England Guild Wealth Advisors as of June 30, 2018

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 54 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Total Etf etf (TOTL) 7.6 $8.4M 176k 47.55
Vanguard Total Stock Market ETF (VTI) 7.4 $8.1M 58k 140.44
Vanguard Europe Pacific ETF (VEA) 6.8 $7.5M 174k 42.90
Vanguard Intl Equity Index F glb ex us etf (VNQI) 6.5 $7.1M 122k 58.08
Vanguard Total Bond Market ETF (BND) 5.9 $6.5M 82k 79.19
Ishares Tr cur hdg ms emu (HEZU) 5.8 $6.3M 210k 30.06
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.7 $6.2M 115k 54.10
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.8 $5.3M 63k 83.52
iShares S&P SmallCap 600 Index (IJR) 4.6 $5.0M 60k 83.46
Spdr S&p 500 Etf (SPY) 4.3 $4.7M 17k 271.26
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.7 $4.0M 64k 63.36
iShares S&P MidCap 400 Index (IJH) 3.6 $4.0M 21k 194.78
Vanguard Short Term Corporate Bond ETF (VCSH) 3.5 $3.9M 49k 78.11
iShares MSCI EAFE Index Fund (EFA) 2.9 $3.2M 48k 66.97
SPDR S&P Dividend (SDY) 2.8 $3.0M 33k 92.70
iShares Lehman Aggregate Bond (AGG) 2.7 $2.9M 28k 106.31
iShares MSCI Emerging Markets Indx (EEM) 2.4 $2.7M 62k 43.34
Vanguard Emerging Markets ETF (VWO) 1.6 $1.7M 41k 42.20
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.5 $1.6M 26k 62.75
Vanguard Dividend Appreciation ETF (VIG) 1.3 $1.5M 14k 101.64
Apple (AAPL) 1.3 $1.4M 7.8k 185.06
Berkshire Hathaway (BRK.B) 1.2 $1.3M 7.1k 186.62
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 1.2 $1.3M 11k 112.57
Ishares Inc core msci emkt (IEMG) 1.0 $1.1M 21k 52.53
iShares Russell 2000 Index (IWM) 0.9 $989k 6.0k 163.74
iShares Russell Midcap Index Fund (IWR) 0.8 $848k 4.0k 212.11
Vanguard High Dividend Yield ETF (VYM) 0.6 $676k 8.1k 83.07
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $463k 9.4k 49.34
Vanguard REIT ETF (VNQ) 0.4 $411k 5.0k 81.52
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.4 $412k 10k 39.98
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $410k 7.9k 51.86
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.4 $397k 11k 37.38
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $375k 3.4k 109.14
Home Depot (HD) 0.3 $361k 1.8k 195.35
Becton, Dickinson and (BDX) 0.3 $359k 1.5k 239.33
iShares Russell 3000 Index (IWV) 0.3 $365k 2.2k 162.51
Ishares Core Intl Stock Etf core (IXUS) 0.3 $361k 6.0k 60.17
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $330k 3.3k 99.91
Schwab U S Broad Market ETF (SCHB) 0.3 $330k 5.0k 65.99
First Connecticut 0.3 $321k 11k 30.57
Vanguard Small-Cap ETF (VB) 0.3 $303k 1.9k 155.46
iShares S&P 500 Index (IVV) 0.3 $294k 1.1k 273.49
iShares Barclays TIPS Bond Fund (TIP) 0.3 $299k 2.7k 112.75
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.3 $296k 4.7k 62.98
Ishares Tr core strm usbd (ISTB) 0.3 $280k 5.7k 49.12
Valero Energy Corporation (VLO) 0.2 $268k 2.4k 110.74
Exxon Mobil Corporation (XOM) 0.2 $256k 3.1k 82.87
American Express Company (AXP) 0.2 $240k 2.4k 98.00
Schwab U S Small Cap ETF (SCHA) 0.2 $244k 3.3k 73.43
At&t (T) 0.2 $226k 7.0k 32.13
Ishares High Dividend Equity F (HDV) 0.2 $232k 2.7k 85.08
Total System Services 0.2 $204k 2.4k 84.58
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $206k 8.0k 25.67
Boulder Growth & Income Fund (STEW) 0.0 $49k 11k 4.63