New England Guild Wealth Advisors

New England Guild Wealth Advisors as of March 31, 2019

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 51 positions in its portfolio as reported in the March 2019 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 $9.9M 164k 60.77
Vanguard Total Stock Market ETF (VTI) 7.2 $9.6M 66k 144.72
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 7.1 $9.4M 146k 64.48
Vanguard Star Fd Intl Stk Idxf (VXUS) 6.9 $9.1M 176k 51.90
Doubleline Total Etf etf (TOTL) 5.8 $7.7M 160k 48.29
Vanguard Europe Pacific ETF (VEA) 5.7 $7.5M 185k 40.87
Spdr S&p 500 Etf (SPY) 5.1 $6.7M 24k 282.50
Vanguard Intl Equity Index F glb ex us etf (VNQI) 4.5 $6.0M 101k 59.57
Ishares Tr cur hdg ms emu (HEZU) 4.2 $5.6M 192k 29.36
iShares S&P SmallCap 600 Index (IJR) 3.5 $4.6M 60k 77.15
iShares Russell 2000 Index (IWM) 3.4 $4.4M 29k 150.87
Vanguard Sht Term Govt Bond ETF (VGSH) 3.4 $4.4M 73k 60.42
Vanguard Total Bond Market ETF (BND) 3.3 $4.4M 54k 81.19
iShares S&P MidCap 400 Index (IJH) 2.6 $3.5M 19k 189.38
Vanguard REIT ETF (VNQ) 2.4 $3.2M 37k 86.92
SPDR S&P Dividend (SDY) 2.4 $3.1M 31k 99.43
iShares MSCI Emerging Markets Indx (EEM) 2.3 $3.0M 71k 42.73
iShares MSCI EAFE Index Fund (EFA) 2.1 $2.7M 42k 64.87
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $2.4M 28k 86.86
iShares Lehman Aggregate Bond (AGG) 1.7 $2.3M 21k 109.06
Vanguard Emerging Markets ETF (VWO) 1.5 $2.0M 47k 42.51
Vanguard Short Term Corporate Bond ETF (VCSH) 1.5 $2.0M 25k 79.74
iShares S&P 500 Index (IVV) 1.5 $2.0M 6.9k 284.57
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.6M 14k 109.63
Berkshire Hathaway (BRK.B) 1.1 $1.4M 7.1k 200.90
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.0 $1.4M 24k 56.63
Apple (AAPL) 1.0 $1.3M 6.8k 190.01
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.9 $1.2M 10k 113.37
Ishares Inc core msci emkt (IEMG) 0.8 $1.0M 19k 51.70
iShares Russell Midcap Index Fund (IWR) 0.6 $833k 15k 53.98
Vanguard High Dividend Yield ETF (VYM) 0.5 $697k 8.1k 85.65
Schwab U S Small Cap ETF (SCHA) 0.5 $673k 9.6k 69.90
Vanguard Small-Cap ETF (VB) 0.4 $580k 3.8k 152.71
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $491k 9.4k 52.32
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $458k 9.1k 50.15
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.3 $411k 11k 37.98
Becton, Dickinson and (BDX) 0.3 $375k 1.5k 250.00
iShares Russell 3000 Index (IWV) 0.3 $376k 2.3k 166.89
Home Depot (HD) 0.3 $355k 1.8k 192.10
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $363k 3.3k 111.28
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $341k 3.1k 111.18
Schwab U S Broad Market ETF (SCHB) 0.3 $341k 5.0k 68.13
Ishares Core Intl Stock Etf core (IXUS) 0.3 $348k 8.1k 43.01
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.2 $332k 4.7k 70.64
People's United Financial 0.2 $282k 17k 16.45
American Express Company (AXP) 0.2 $268k 2.4k 109.43
Ishares High Dividend Equity F (HDV) 0.2 $254k 2.7k 93.14
At&t (T) 0.2 $220k 7.1k 30.79
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $222k 8.0k 27.66
Valero Energy Corporation (VLO) 0.2 $205k 2.4k 84.71
Boulder Growth & Income Fund (STEW) 0.1 $114k 11k 10.77