New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 49 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.5 $9.0M 164k 55.00
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 7.4 $8.9M 140k 63.47
Vanguard Total Stock Market ETF (VTI) 7.1 $8.5M 66k 127.63
Vanguard Star Fd Intl Stk Idxf (VXUS) 6.7 $8.0M 169k 47.22
Doubleline Total Etf etf (TOTL) 6.3 $7.6M 160k 47.37
Vanguard Europe Pacific ETF (VEA) 5.5 $6.6M 178k 37.10
Spdr S&p 500 Etf (SPY) 5.1 $6.0M 24k 249.93
Vanguard Intl Equity Index F glb ex us etf (VNQI) 4.5 $5.4M 102k 52.41
Ishares Tr cur hdg ms emu (HEZU) 4.2 $5.0M 191k 25.94
Vanguard Sht Term Govt Bond ETF (VGSH) 3.7 $4.4M 74k 60.12
Vanguard Total Bond Market ETF (BND) 3.5 $4.2M 53k 79.20
iShares Russell 2000 Index (IWM) 3.5 $4.1M 31k 133.89
iShares S&P SmallCap 600 Index (IJR) 3.4 $4.1M 59k 69.31
iShares S&P MidCap 400 Index (IJH) 2.6 $3.1M 19k 166.05
SPDR S&P Dividend (SDY) 2.3 $2.7M 30k 89.52
Vanguard REIT ETF (VNQ) 2.2 $2.7M 36k 74.57
iShares MSCI Emerging Markets Indx (EEM) 2.2 $2.6M 67k 39.06
iShares MSCI EAFE Index Fund (EFA) 2.1 $2.5M 42k 58.77
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $2.3M 28k 82.86
Vanguard Short Term Corporate Bond ETF (VCSH) 1.7 $2.0M 25k 77.95
iShares Lehman Aggregate Bond (AGG) 1.6 $1.9M 18k 106.49
Vanguard Emerging Markets ETF (VWO) 1.5 $1.8M 47k 38.11
iShares S&P 500 Index (IVV) 1.4 $1.6M 6.4k 251.61
Berkshire Hathaway (BRK.B) 1.2 $1.5M 7.1k 204.13
Apple (AAPL) 1.2 $1.4M 8.8k 157.79
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.4M 14k 97.94
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.0 $1.2M 24k 51.83
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.9 $1.0M 10k 101.57
Ishares Inc core msci emkt (IEMG) 0.8 $915k 19k 47.16
iShares Russell Midcap Index Fund (IWR) 0.6 $717k 15k 46.46
Vanguard High Dividend Yield ETF (VYM) 0.5 $635k 8.1k 78.03
Schwab U S Small Cap ETF (SCHA) 0.4 $517k 8.5k 60.69
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $441k 9.4k 46.99
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $420k 9.2k 45.57
Vanguard Small-Cap ETF (VB) 0.3 $379k 2.9k 132.06
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.3 $366k 11k 33.99
Becton, Dickinson and (BDX) 0.3 $338k 1.5k 225.33
iShares Russell 3000 Index (IWV) 0.3 $331k 2.3k 146.98
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $334k 3.1k 108.90
Home Depot (HD) 0.3 $318k 1.8k 172.08
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $316k 3.3k 95.82
Ishares Core Intl Stock Etf core (IXUS) 0.3 $315k 6.0k 52.50
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.2 $293k 4.7k 62.34
Schwab U S Broad Market ETF (SCHB) 0.2 $300k 5.0k 59.95
People's United Financial 0.2 $247k 17k 14.41
American Express Company (AXP) 0.2 $233k 2.4k 95.14
Ishares High Dividend Equity F (HDV) 0.2 $230k 2.7k 84.34
At&t (T) 0.2 $200k 7.0k 28.53
Boulder Growth & Income Fund (STEW) 0.0 $50k 11k 4.73