New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Sept. 30, 2018

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 55 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 7.9 $8.7M 58k 149.65
Doubleline Total Etf etf (TOTL) 7.6 $8.5M 179k 47.25
Vanguard Europe Pacific ETF (VEA) 6.7 $7.4M 170k 43.27
Vanguard Intl Equity Index F glb ex us etf (VNQI) 6.5 $7.2M 128k 56.17
Ishares Tr cur hdg ms emu (HEZU) 5.7 $6.4M 214k 29.66
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.5 $6.1M 113k 54.00
Vanguard Total Bond Market ETF (BND) 5.4 $6.0M 76k 78.71
iShares S&P SmallCap 600 Index (IJR) 4.8 $5.3M 61k 87.24
Spdr S&p 500 Etf (SPY) 4.6 $5.1M 17k 290.74
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.7 $4.1M 64k 64.08
iShares S&P MidCap 400 Index (IJH) 3.7 $4.1M 20k 201.28
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.6 $4.0M 47k 83.52
Vanguard Short Term Corporate Bond ETF (VCSH) 3.5 $3.8M 49k 78.16
iShares Lehman Aggregate Bond (AGG) 3.0 $3.3M 31k 105.51
iShares MSCI EAFE Index Fund (EFA) 2.9 $3.3M 48k 68.00
SPDR S&P Dividend (SDY) 2.7 $3.0M 30k 97.93
iShares MSCI Emerging Markets Indx (EEM) 2.2 $2.5M 58k 42.92
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.5 $1.6M 26k 62.29
Vanguard Emerging Markets ETF (VWO) 1.5 $1.6M 40k 41.00
Apple (AAPL) 1.4 $1.6M 7.0k 225.76
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.5M 14k 110.70
Berkshire Hathaway (BRK.B) 1.4 $1.5M 7.1k 214.16
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 1.2 $1.3M 11k 118.76
iShares Russell 2000 Index (IWM) 0.9 $1.1M 6.3k 168.53
Ishares Inc core msci emkt (IEMG) 0.9 $1.0M 19k 51.80
iShares Russell Midcap Index Fund (IWR) 0.8 $882k 4.0k 220.61
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.7 $719k 12k 62.11
Vanguard High Dividend Yield ETF (VYM) 0.6 $709k 8.1k 87.12
Schwab Strategic Tr us dividend eq (SCHD) 0.5 $497k 9.4k 52.96
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.5 $504k 12k 41.81
iShares S&P 500 Index (IVV) 0.4 $440k 1.5k 292.55
Vanguard REIT ETF (VNQ) 0.4 $432k 5.4k 80.67
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.4 $423k 11k 39.64
Home Depot (HD) 0.3 $383k 1.8k 207.25
Becton, Dickinson and (BDX) 0.3 $392k 1.5k 261.33
iShares Russell 3000 Index (IWV) 0.3 $387k 2.2k 172.15
Ishares Core Intl Stock Etf core (IXUS) 0.3 $362k 6.0k 60.33
Schwab U S Broad Market ETF (SCHB) 0.3 $352k 5.0k 70.37
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $331k 3.1k 107.92
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $330k 3.3k 100.15
Vanguard Small-Cap ETF (VB) 0.3 $317k 1.9k 162.65
iShares Barclays TIPS Bond Fund (TIP) 0.3 $319k 2.9k 110.53
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.3 $296k 4.7k 62.98
Valero Energy Corporation (VLO) 0.2 $275k 2.4k 113.64
Vanguard Short-Term Bond ETF (BSV) 0.2 $274k 3.5k 78.08
First Connecticut 0.2 $281k 9.5k 29.58
Ishares Tr core strm usbd (ISTB) 0.2 $279k 5.7k 48.95
American Express Company (AXP) 0.2 $261k 2.4k 106.57
Schwab U S Small Cap ETF (SCHA) 0.2 $254k 3.3k 76.05
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $245k 4.7k 52.01
Ishares High Dividend Equity F (HDV) 0.2 $247k 2.7k 90.58
Exxon Mobil Corporation (XOM) 0.2 $229k 2.7k 85.13
At&t (T) 0.2 $235k 7.0k 33.52
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $221k 8.0k 27.54
Boulder Growth & Income Fund (STEW) 0.1 $54k 11k 5.10